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Merck
MRK

Overview Fund Activity

1,600 hedge funds and large institutions have $125B invested in Merck in 2014 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 595 increasing their positions, 702 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,600
Holders Change
+36
Holders Change %
+2.3%
% of All Funds
46.24%
Holding in Top 10
147
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+30.09%
% of All Funds
4.25%
New
115
Increased
595
Reduced
702
Closed
63
Calls
$1.01B
Puts
$731M
Net Calls
+$277M
Net Calls Change
-$157M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$636M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$260M
5
Capital World Investors
Capital World Investors
California
+$258M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$502M
2
Franklin Resources
Franklin Resources
California
-$437M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$406M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$379M
5
State Street
State Street
Massachusetts
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
IUAM
1251
Itau USA Asset Management
New York
$596K -$148K -2,725 -20%
VIM
1252
Veritas Investment Management
United Kingdom
$596K – – –
WPP
1253
Whalerock Point Partners
Rhode Island
$593K +$27K +498 +5%
CIC
1254
Carnegie Investment Counsel
Ohio
$590K +$4.12K +76 +0.7%
FBC
1255
Fairfield, Bush & Co
Connecticut
$590K +$39.8K +734 +7%
VF
1256
Virtu Financial
New York
$590K +$590K +10,900 New
WAM
1257
Weatherly Asset Management
California
$589K +$2.76K +51 +0.5%
NA
1258
NSB Advisors
New York
$588K – – –
JG
1259
Jefferies Group
New York
$588K +$365K +6,744 +164%
AF
1260
Aldebaran Financial
$587K +$487 +9 +0.1%
BBI
1261
Baxter Bros Inc
Connecticut
$582K – – –
LK
1262
Lumbard & Kellner
New Hampshire
$580K – – –
RMSCM
1263
R.M. Sincerbeaux Capital Management
New York
$579K – – –
TAM
1264
Taurus Asset Management
New York
$573K +$276K +5,100 +93%
AIM
1265
Avity Investment Management
Connecticut
$572K -$11.4K -210 -2%
SCM
1266
Schnieders Capital Management
California
$570K +$34.1K +629 +6%
SFSIG
1267
San Francisco Sentry Investment Group
California
$568K -$36K -665 -6%
BGA
1268
Belmont Global Advisors
Texas
$568K +$568K +10,480 New
MKC
1269
M. Kraus & Co
Vermont
$560K – – –
GI
1270
Glovista Investments
New Jersey
$559K -$173K -3,196 -24%
PGIM
1271
Pacific Global Investment Management
California
$558K -$35.9K -662 -6%
NIC
1272
Northwest Investment Counselors
Oregon
$556K -$5.79K -107 -1%
ASN
1273
Advisory Services Network
Georgia
$551K -$37.9K -699 -6%
LCM
1274
Lucas Capital Management
New Jersey
$551K -$17K -314 -3%
TAM
1275
Thornmark Asset Management
Ontario, Canada
$550K -$87.4K -1,614 -14%
49 50
51
52 53