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Merck
MRK

Overview Fund Activity

1,564 hedge funds and large institutions have $109B invested in Merck in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 580 increasing their positions, 627 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+96
Holders Change %
+6.54%
% of All Funds
45.43%
Holding in Top 10
113
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.42%
% of All Funds
3.28%
New
187
Increased
580
Reduced
627
Closed
70
Calls
$1.39B
Puts
$953M
Net Calls
+$434M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$586M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$477M
3
Jennison Associates
Jennison Associates
New York
+$463M
4
Deutsche Bank
Deutsche Bank
Germany
+$225M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$210M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
BA
BlackRock Advisors
Delaware
-$318M
3
Bank of America
Bank of America
North Carolina
-$308M
4
Franklin Resources
Franklin Resources
California
-$296M
5
Fidelity International
Fidelity International
Bermuda
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMSCM
1251
R.M. Sincerbeaux Capital Management
New York
$510K +$510K +10,685 New
KFA
1252
Kelleher Financial Advisors
New York
$509K – – –
WSC
1253
Wellington Shields & Co
New York
$506K -$11.3K -236 -2%
LCM
1254
Lucas Capital Management
New Jersey
$501K +$10.1K +211 +2%
MCM
1255
Moore Capital Management
New York
$501K +$501K +10,480 New
WPP
1256
Whalerock Point Partners
Rhode Island
$499K +$499K +10,452 New
NIC
1257
Northwest Investment Counselors
Oregon
$495K +$495K +10,375 New
MKC
1258
M. Kraus & Co
Vermont
$493K +$493K +10,333 New
FBC
1259
Fairfield, Bush & Co
Connecticut
$485K -$559K -11,701 -54%
CPO
1260
Cerity Partners OCIO
New York
$484K -$77.2K -1,617 -14%
CAM
1261
Cubic Asset Management
Massachusetts
$481K +$52.6K +1,100 +12%
BAM
1262
Burgundy Asset Management
Ontario, Canada
$480K -$396K -8,281 -45%
DDPIC
1263
Deroy & Devereaux Private Investment Counsel
Michigan
$479K -$134K -2,803 -22%
HHGA
1264
Halbert Hargrove Global Advisors
California
$478K +$121K +2,527 +34%
SCM
1265
SOL Capital Management
Maryland
$476K -$15.5K -324 -3%
CCA
1266
Conestoga Capital Advisors
Pennsylvania
$475K -$5.01K -105 -1%
VIMU
1267
Veritas Investment Management (UK)
United Kingdom
$475K – – –
WOC
1268
West Oak Capital
California
$474K – – –
FIM
1269
Freedom Investment Management
Connecticut
$473K +$224K +4,702 +90%
ICM
1270
IronBridge Capital Management
Illinois
$472K -$839K -17,543 -64%
SCM
1271
Schnieders Capital Management
California
$472K +$472K +9,893 New
NFG
1272
Nadler Financial Group
Illinois
$471K -$1.63K -34 -0.3%
CICI
1273
Capital Investment Counsel Inc
North Carolina
$466K – – –
HI
1274
Hendershot Investments
Virginia
$463K +$48 +1 +0%
DIA
1275
Dean Investment Associates
Ohio
$460K +$30.3K +635 +7%
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