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Merck
MRK

Overview Fund Activity

1,739 hedge funds and large institutions have $107B invested in Merck in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 753 increasing their positions, 672 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-12
Holders Change %
-0.69%
% of All Funds
46.41%
Holding in Top 10
105
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.96%
% of All Funds
2.8%
New
96
Increased
753
Reduced
672
Closed
83
Calls
$693M
Puts
$769M
Net Calls
-$76.2M
Net Calls Change
-$112M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$316M
2
LSV Asset Management
LSV Asset Management
Illinois
+$259M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
4
Capital World Investors
Capital World Investors
California
+$183M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$167M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$199M
2
IG
ING Group
Netherlands
-$177M
3
State Street
State Street
Massachusetts
-$173M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$168M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
1251
Asset Dedication LLC
California
$721K +$47.2K +935 +7%
BIAS
1252
Beacon Investment Advisory Services
New Jersey
$718K +$9.19K +182 +1%
FBC
1253
Fairfield, Bush & Co
Connecticut
$716K -$55.6K -1,101 -7%
FDS
1254
First Dallas Securities
Texas
$713K -$13.2K -261 -2%
LRPA
1255
L. Roy Papp & Associates
Arizona
$712K +$25.9K +513 +4%
SCM
1256
Schnieders Capital Management
California
$704K -$119K -2,358 -14%
MPAM
1257
Murphy Pohlad Asset Management
Minnesota
$699K +$139K +2,746 +25%
HJGA
1258
Hardman Johnston Global Advisors
Connecticut
$696K +$81.5K +1,614 +13%
SFSG
1259
Stearns Financial Services Group
North Carolina
$694K +$74.4K +1,473 +12%
AIM
1260
Avity Investment Management
Connecticut
$691K +$9.48K +177 +1%
Royal London Asset Management
1261
Royal London Asset Management
United Kingdom
$691K +$671K +37,189,462 +3,319%
TFF
1262
The Family Firm
Maryland
$688K +$16.4K +325 +2%
WSC
1263
Wellington Shields & Co
New York
$684K +$47.6K +944 +7%
AAM
1264
Azzad Asset Management
Virginia
$682K +$60.5K +1,199 +10%
FI
1265
FCM Investments
Texas
$681K -$606 -12 -0.1%
HAIM
1266
Hunter Associates Investment Management
Pennsylvania
$680K +$41K +812 +6%
CAMG
1267
CWA Asset Management Group
Florida
$679K +$86.5K +1,713 +15%
CAM
1268
Cubic Asset Management
Massachusetts
$678K – – –
AW
1269
ACG Wealth
Georgia
$678K +$86.7K +1,718 +15%
MCM
1270
Marathon Capital Management
Maryland
$676K -$74.3K -1,473 -10%
SWK
1271
Stephen W. Kidder
$675K – – –
IA
1272
IFP Advisors
Florida
$674K -$5.91M -74,208 -90%
CCM
1273
Cribstone Capital Management
Maine
$671K +$60.2K +1,191 +10%
BEC
1274
Blue Edge Capital
Virginia
$669K +$669K +13,252 New
KA
1275
KLCM Advisors
Wisconsin
$667K +$383K +7,598 +135%
49 50
51
52 53