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Merck
MRK

Overview Fund Activity

1,756 hedge funds and large institutions have $119B invested in Merck in 2016 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 711 increasing their positions, 708 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+17
Holders Change %
+0.98%
% of All Funds
46.93%
Holding in Top 10
136
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.52%
% of All Funds
3.63%
New
92
Increased
711
Reduced
708
Closed
59
Calls
$1.02B
Puts
$1.18B
Net Calls
-$163M
Net Calls Change
-$87M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$741M
2
Ameriprise
Ameriprise
Minnesota
+$258M
3
Boston Partners
Boston Partners
Massachusetts
+$211M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$201M
5
Morgan Stanley
Morgan Stanley
New York
+$193M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.05B
2
Franklin Resources
Franklin Resources
California
-$912M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$235M
4
Capital International Investors
Capital International Investors
California
-$141M
5
Millennium Management
Millennium Management
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1226
Telos Capital Management
California
$871K +$44.7K +814 +5%
HCM
1227
Highbridge Capital Management
New York
$870K -$68.6K -1,248 -7%
FFC
1228
First Financial Corp
Indiana
$867K -$437K -7,955 -34%
BWM
1229
BerganKDV Wealth Management
Minnesota
$867K -$64.8K -1,179 -7%
HC
1230
Hourglass Capital
Texas
$867K – – –
BC
1231
Birchview Capital
Vermont
$864K – – –
BAAM
1232
Baker Avenue Asset Management
California
$859K +$40.8K +743 +5%
SCG
1233
Sonata Capital Group
Washington
$858K -$34.5K -628 -4%
CAL
1234
Capital Analysts LLC
Pennsylvania
$853K +$5K +91 +0.6%
AWM
1235
Altavista Wealth Management
North Carolina
$853K -$106K -1,936 -11%
WCBA
1236
Weaver C. Barksdale & Associates
Tennessee
$853K – – –
PAM
1237
Princeton Alpha Management
New Jersey
$849K +$849K +15,443 New
DWM
1238
Dorchester Wealth Management
Quebec, Canada
$848K +$36.3K +660 +4%
TPWA
1239
TRUE Private Wealth Advisors
Oregon
$846K +$2.8K +51 +0.3%
KA
1240
KLCM Advisors
Wisconsin
$842K +$115K +2,096 +16%
AUB
1241
Atlantic Union Bankshares
Virginia
$842K +$144K +2,612 +21%
YIA
1242
YHB Investment Advisors
Connecticut
$842K +$372K +6,770 +79%
OCG
1243
Opus Capital Group
Ohio
$841K – – –
SWM
1244
Segment Wealth Management
Texas
$839K -$192K -3,486 -19%
JIC
1245
Joel Isaacson & Co
New York
$838K -$133K -2,418 -14%
FMW
1246
Farr Miller & Washington
District of Columbia
$829K +$155K +2,822 +23%
PAM
1247
Premier Asset Management
Illinois
$814K +$215K +3,914 +36%
MMPW
1248
Mitchell McLeod Pugh & Williams
Alabama
$804K +$85.9K +1,562 +12%
SKK
1249
Shepherd Kaplan Krochuk
Massachusetts
$801K – – –
ADBIC
1250
A.D. Beadell Investment Counsel
Wisconsin
$799K – – –
48 49
50
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