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Merck
MRK

Overview Fund Activity

1,468 hedge funds and large institutions have $103B invested in Merck in 2013 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 568 increasing their positions, 617 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+11
Holders Change %
+0.75%
% of All Funds
47.62%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
3.8%
New
78
Increased
568
Reduced
617
Closed
53
Calls
$1.25B
Puts
$918M
Net Calls
+$331M
Net Calls Change
-$98.6M

Top Buyers

1
EAM
Eagle Asset Management
Florida
$252M
2
Goldman Sachs
Goldman Sachs
New York
$1.16B
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$134M
4
BA
BlackRock Advisors
Delaware
$1.23B
5
EAM
Edge Asset Management
Washington
$226M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.92B
2
Capital World Investors
Capital World Investors
California
$7.49B
3
BIT
BlackRock Institutional Trust
California
$3.7B
4
KeyBank National Association
KeyBank National Association
Ohio
$94.1M
5
Ameriprise
Ameriprise
Minnesota
$705M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
1251
Beese Fulmer Investment Management
Ohio
$391K +$391K +8,609 New
HFS
1252
Haverford Financial Services
Pennsylvania
$387K +$387K +8,518 New
T
1253
TradeWorx
New Jersey
$386K -$176K -3,874 -31%
FM
1254
Foster & Motley
Ohio
$385K -$5K -110 -1%
CWP
1255
Capital Wealth Planning
Florida
$381K +$381K +8,384 New
ST
1256
Sabal Trust
Florida
$379K -$14.3K -314 -4%
KIG
1257
Kovitz Investment Group
Illinois
$379K -$3.36K -74 -0.9%
MA
1258
MCF Advisors
Kentucky
$379K +$22.8K +421 +6%
DBT
1259
Dubuque Bank & Trust
Iowa
$370K +$35.7K +786 +11%
DIP
1260
DT Investment Partners
Pennsylvania
$367K +$14.7K +324 +4%
RIG
1261
Roosevelt Investment Group
New York
$366K +$105K +2,318 +40%
FMC
1262
First Merchants Corp
Indiana
$364K +$2.32K +51 +0.6%
SC
1263
Savant Capital
Illinois
$362K -$4.54K -100 -1%
LG
1264
Laidlaw Group
New York
$362K – – –
WP
1265
WMS Partners
Maryland
$361K +$10.5K +231 +3%
PFM
1266
Parsec Financial Management
North Carolina
$361K +$24.6K +541 +7%
SAG
1267
Sterne Agee Group
Alabama
$360K +$63.5K +1,399 +21%
ZAM
1268
Zevin Asset Management
Massachusetts
$359K – – –
BSB
1269
Bangor Savings Bank
Maine
$359K +$24.1K +530 +7%
FIB
1270
First Interstate Bank
Montana
$358K +$25.8K +566 +8%
TIM
1271
Tortoise Investment Management
New York
$357K -$2.82K -62 -0.8%
CA
1272
Corrado Advisors
New Jersey
$353K +$353K +7,771 New
PAG
1273
Pinnacle Advisory Group
Maryland
$352K +$51K +1,125 +17%
BRM
1274
Boston Research & Management
Massachusetts
$349K – – –
AWS
1275
Aris Wealth Services
Pennsylvania
$347K +$130K +2,858 +60%
49 50
51
52 53