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Merck
MRK

Overview Fund Activity

1,720 hedge funds and large institutions have $121B invested in Merck in 2014 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 669 increasing their positions, 636 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,720
Holders Change
+104
Holders Change %
+6.44%
% of All Funds
45.9%
Holding in Top 10
111
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-24.49%
% of All Funds
2.96%
New
180
Increased
669
Reduced
636
Closed
61
Calls
$808M
Puts
$1.28B
Net Calls
-$470M
Net Calls Change
-$471M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$500M
2
CS
Credit Suisse
Switzerland
+$446M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$378M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$191M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$838M
2
Jennison Associates
Jennison Associates
New York
-$745M
3
Deutsche Bank
Deutsche Bank
Germany
-$597M
4
Franklin Resources
Franklin Resources
California
-$523M
5
Capital World Investors
Capital World Investors
California
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1251
RNC Capital Management
California
$723K +$35.3K +651 +5%
JWA
1252
JFS Wealth Advisors
Pennsylvania
$719K +$15.2K +280 +2%
MG
1253
MDE Group
New Jersey
$718K +$35.2K +649 +5%
SWK
1254
Stephen W. Kidder
$717K – – –
YIA
1255
YHB Investment Advisors
Connecticut
$716K +$16.2K +299 +2%
QAM
1256
Quantres Asset Management
Cayman Islands
$716K +$716K +13,205 New
BIM
1257
Barton Investment Management
Pennsylvania
$714K – – –
FFA
1258
First Foundation Advisors
California
$709K -$8.5K -157 -1%
DSN
1259
D. Scott Neal
Kentucky
$709K – – –
HJGA
1260
Hardman Johnston Global Advisors
Connecticut
$705K – – –
LKIM
1261
Lawson Kroeker Investment Management
Nebraska
$705K – – –
SFS
1262
Summit Financial Strategies
Ohio
$701K +$701K +12,939 New
ANB
1263
Amarillo National Bank
Texas
$700K -$34.8K -643 -5%
HAIM
1264
Hunter Associates Investment Management
Pennsylvania
$697K – – –
CWP
1265
Capital Wealth Planning
Florida
$695K – – –
WP
1266
WMS Partners
Maryland
$692K +$78.3K +1,446 +13%
NIC
1267
Northwest Investment Counselors
Oregon
$692K +$118K +2,183 +21%
OCM
1268
Osterweis Capital Management
California
$688K – – –
MBE
1269
Michael B. Elefante
$687K -$431K -7,965 -39%
NG
1270
Northstar Group
New York
$686K +$686K +12,663 New
FFH
1271
Fairfax Financial Holdings
Ontario, Canada
$681K – – –
BBNB
1272
Baker Boyer National Bank
Washington
$680K +$22.5K +415 +3%
TIC
1273
Trees Investment Counsel
Illinois
$678K – – –
CFMC
1274
Curbstone Financial Management Corp
New Hampshire
$676K +$25.5K +471 +4%
DCM
1275
Dynamic Capital Management
Jersey
$676K +$466K +8,606 +222%
49 50
51
52 53