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Merck
MRK

Overview Fund Activity

1,721 hedge funds and large institutions have $119B invested in Merck in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 689 increasing their positions, 688 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+13
Holders Change %
+0.76%
% of All Funds
46.41%
Holding in Top 10
136
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.09%
% of All Funds
3.67%
New
105
Increased
689
Reduced
688
Closed
73
Calls
$935M
Puts
$990M
Net Calls
-$55.1M
Net Calls Change
-$276M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$510M
2
IFP
Independent Franchise Partners
United Kingdom
+$448M
3
MNA
Manning & Napier Advisors
New York
+$339M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$333M
5
O
OppenheimerFunds
New York
+$233M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$671M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$500M
3
Capital International Investors
Capital International Investors
California
-$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
5
State Street
State Street
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
1251
Beacon Investment Advisory Services
New Jersey
$720K +$720K +13,262 New
OCG
1252
Opus Capital Group
Ohio
$719K -$506K -9,317 -41%
FMW
1253
Farr Miller & Washington
District of Columbia
$715K -$121K -2,229 -14%
JWA
1254
JFS Wealth Advisors
Pennsylvania
$713K – – –
ANB
1255
Amarillo National Bank
Texas
$712K – – –
PAM
1256
Peak Asset Management
Colorado
$711K -$255K -4,686 -26%
DSN
1257
D. Scott Neal
Kentucky
$711K – – –
GCM
1258
Grisanti Capital Management
New York
$710K -$102K -1,875 -13%
BIM
1259
Barton Investment Management
Pennsylvania
$707K – – –
FC
1260
Fayerweather Charles
$706K -$11.4K -210 -2%
GLI
1261
Guardian Life Insurance
New York
$705K -$1.9K -35 -0.3%
CAM
1262
Cubic Asset Management
Massachusetts
$702K +$107K +1,969 +18%
DAM
1263
Delta Asset Management
Tennessee
$698K -$1.47K -27 -0.2%
CL
1264
CPWM LLC
Washington
$696K +$207K +3,813 +42%
LKIM
1265
Lawson Kroeker Investment Management
Nebraska
$695K -$11.4K -210 -2%
NG
1266
Northstar Group
New York
$695K +$3.96K +73 +0.6%
AIA
1267
Affinity Investment Advisors
California
$692K – – –
OCM
1268
Osterweis Capital Management
California
$691K – – –
OSAM
1269
O'Shaughnessy Asset Management
Connecticut
$691K +$681K +12,536 +6,668%
EA
1270
Elm Advisors
California
$690K -$5.7K -105 -0.8%
WSC
1271
Wellington Shields & Co
New York
$685K – – –
RB
1272
Rodgers Brothers
Pennsylvania
$685K +$259K +4,769 +61%
FFH
1273
Fairfax Financial Holdings
Ontario, Canada
$683K – – –
FIM
1274
Fruth Investment Management
Texas
$683K +$2.88K +53 +0.4%
MCM
1275
MAI Capital Management
Ohio
$682K +$45.7K +840 +7%
49 50
51
52 53