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Merck
MRK

Overview Fund Activity

1,756 hedge funds and large institutions have $119B invested in Merck in 2016 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 711 increasing their positions, 708 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+17
Holders Change %
+0.98%
% of All Funds
46.93%
Holding in Top 10
136
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.52%
% of All Funds
3.63%
New
92
Increased
711
Reduced
708
Closed
59
Calls
$1.02B
Puts
$1.18B
Net Calls
-$163M
Net Calls Change
-$87M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$741M
2
Ameriprise
Ameriprise
Minnesota
+$258M
3
Boston Partners
Boston Partners
Massachusetts
+$211M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$201M
5
Morgan Stanley
Morgan Stanley
New York
+$193M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.05B
2
Franklin Resources
Franklin Resources
California
-$912M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$235M
4
Capital International Investors
Capital International Investors
California
-$141M
5
Millennium Management
Millennium Management
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
1251
Optimum Investment Advisors
Illinois
$796K -$86.4K -1,572 -10%
FDS
1252
First Dallas Securities
Texas
$793K +$17.3K +315 +2%
DW
1253
Domani Wealth
Pennsylvania
$792K -$56.2K -1,023 -7%
NAM
1254
Needelman Asset Management
California
$792K -$1.43K -26 -0.2%
BIAS
1255
Beacon Investment Advisory Services
New Jersey
$792K +$784K +1,426,952 +10,036%
VIA
1256
Vident Investment Advisory
Georgia
$790K -$1.09M -19,894 -58%
S
1257
SignatureFD
Georgia
$790K +$167K +3,041 +27%
HBT
1258
Hills Bank & Trust
Iowa
$789K -$93.4K -1,698 -11%
AAM
1259
Azzad Asset Management
Virginia
$787K +$44.7K +814 +6%
TFA
1260
Transamerica Financial Advisors
Florida
$782K -$2.37M -43,100 -75%
MPAM
1261
Murphy Pohlad Asset Management
Minnesota
$782K +$21.3K +387 +3%
ADL
1262
Asset Dedication LLC
California
$781K +$5.86K +108 +0.8%
WP
1263
WealthPLAN Partners
Nebraska
$779K +$779K +27,300 New
LRPA
1264
L. Roy Papp & Associates
Arizona
$776K – – –
MMG
1265
Monetary Management Group
Missouri
$776K +$324K +5,901 +72%
SFSG
1266
Stearns Financial Services Group
North Carolina
$775K +$19.1K +348 +3%
FBC
1267
Fairfield, Bush & Co
Connecticut
$768K -$11.5K -209 -1%
SCM
1268
Schnieders Capital Management
California
$766K – – –
OAM
1269
Occidental Asset Management
California
$762K +$138K +2,504 +22%
HJGA
1270
Hardman Johnston Global Advisors
Connecticut
$758K – – –
SWK
1271
Stephen W. Kidder
$758K +$23.1K +420 +3%
CCM
1272
Cribstone Capital Management
Maine
$753K +$22.4K +408 +3%
NHC
1273
Nicholas Hoffman & Company
Georgia
$753K +$753K +13,694 New
TFF
1274
The Family Firm
Maryland
$749K +$714 +13 +0.1%
WSC
1275
Wellington Shields & Co
New York
$745K – – –
49 50
51
52 53