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Merck
MRK

Overview Fund Activity

1,708 hedge funds and large institutions have $121B invested in Merck in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 720 increasing their positions, 656 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,708
Holders Change
-12
Holders Change %
-0.7%
% of All Funds
45.56%
Holding in Top 10
127
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.41%
% of All Funds
3.39%
New
91
Increased
720
Reduced
656
Closed
82
Calls
$1.09B
Puts
$866M
Net Calls
+$221M
Net Calls Change
+$692M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$814M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$527M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$394M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$188M
5
Bank of America
Bank of America
North Carolina
+$170M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$500M
2
Dodge & Cox
Dodge & Cox
California
-$469M
3
Franklin Resources
Franklin Resources
California
-$444M
4
Capital World Investors
Capital World Investors
California
-$366M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
LKIM
1251
Lawson Kroeker Investment Management
Nebraska
$714K – – –
GLI
1252
Guardian Life Insurance
New York
$713K -$220K -4,021 -24%
RCM
1253
RNC Capital Management
California
$708K -$23.5K -428 -3%
DAM
1254
Delta Asset Management
Tennessee
$706K -$65.6K -1,196 -9%
EA
1255
Elm Advisors
California
$703K -$38.3K -698 -5%
NIC
1256
Northwest Investment Counselors
Oregon
$701K – – –
AIA
1257
Affinity Investment Advisors
California
$699K +$297K +5,408 +74%
NG
1258
Northstar Group
New York
$698K +$3.57K +65 +0.5%
OCM
1259
Osterweis Capital Management
California
$697K – – –
MG
1260
MDE Group
New Jersey
$694K -$33K -601 -5%
WSC
1261
Wellington Shields & Co
New York
$691K +$7.18K +131 +1%
CWP
1262
Capital Wealth Planning
Florida
$690K -$14.4K -262 -2%
FFH
1263
Fairfax Financial Holdings
Ontario, Canada
$690K – – –
BBNB
1264
Baker Boyer National Bank
Washington
$688K – – –
FIM
1265
Fruth Investment Management
Texas
$687K -$49K -894 -7%
TIC
1266
Trees Investment Counsel
Illinois
$686K – – –
JFGIW
1267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$684K -$48.7K -888 -7%
HAIM
1268
Hunter Associates Investment Management
Pennsylvania
$682K -$23K -419 -3%
LK
1269
Lumbard & Kellner
New Hampshire
$679K – – –
CPO
1270
Cerity Partners OCIO
New York
$678K -$56.4K -1,027 -8%
WA
1271
Wheatland Advisors
Pennsylvania
$677K – – –
LPT
1272
Legacy Private Trust
Wisconsin
$669K +$86.3K +1,572 +15%
SFSG
1273
Stearns Financial Services Group
North Carolina
$668K +$1.81K +33 +0.3%
HJGA
1274
Hardman Johnston Global Advisors
Connecticut
$667K -$46K -839 -6%
Mariner
1275
Mariner
Kansas
$665K -$121K -2,205 -15%
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