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Merck
MRK

Overview Fund Activity

1,468 hedge funds and large institutions have $103B invested in Merck in 2013 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 568 increasing their positions, 617 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+11
Holders Change %
+0.75%
% of All Funds
47.62%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
3.8%
New
78
Increased
568
Reduced
617
Closed
53
Calls
$1.25B
Puts
$918M
Net Calls
+$331M
Net Calls Change
-$98.6M

Top Buyers

1
EAM
1
Eagle Asset Management
Florida
$252M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.16B
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$134M
4
BA
4
BlackRock Advisors
Delaware
$1.23B
5
EAM
5
Edge Asset Management
Washington
$226M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.92B
2
Capital World Investors
2
Capital World Investors
California
$7.49B
3
BIT
3
BlackRock Institutional Trust
California
$3.7B
4
KeyBank National Association
4
KeyBank National Association
Ohio
$94.1M
5
Ameriprise
5
Ameriprise
Minnesota
$705M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESBC
1301
E.S. Barr & Co
Kentucky
$304K +$10.1K +222 +3%
HP
1302
HT Partners
Connecticut
$304K +$304K +6,683 New
HSA
1303
HBK Sorce Advisory
Pennsylvania
$302K -$302K -6,654 -50%
Manulife (Manufacturers Life Insurance)
1304
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$302K -$284 -6,248 -0.1%
ACH
1305
ArrowMark Colorado Holdings
Colorado
$299K – – –
FHB
1306
First Hawaiian Bank
Hawaii
$298K -$33.3K -733 -10%
SAA
1307
Southeast Asset Advisors
Georgia
$298K – – –
FFA
1308
First Foundation Advisors
California
$298K +$62.2K +1,367 +26%
GCA
1309
Guardian Capital Advisors
Ontario, Canada
$294K -$14.4K -314 -5%
WIC
1310
Wood Investment Counsel
Colorado
$294K – – –
DAC
1311
Dividend Assets Capital
South Carolina
$293K +$7.68K +169 +3%
KA
1312
KLCM Advisors
Wisconsin
$293K +$28.1K +618 +11%
USGIU
1313
U.S. Global Investors (USGI)
Texas
$293K +$55.2K +1,216 +23%
JWBC
1314
J.W. Burns & Co
New York
$291K -$17.7K -389 -6%
SRC
1315
Stone Run Capital
New York
$291K +$18.4K +404 +7%
VST
1316
Van Strum & Towne
California
$290K – – –
CCM
1317
Cohen Capital Management
California
$284K – – –
TAM
1318
Taurus Asset Management
New York
$280K -$19K -419 -6%
MWM
1319
Modera Wealth Management
New Jersey
$280K -$2.36K -52 -0.8%
MBT
1320
Montecito Bank & Trust
California
$280K – – –
SWK
1321
Stephen W. Kidder
$279K -$6.62K -145 -2%
BOS
1322
Bank of Stockton
California
$276K – – –
HCA
1323
Horan Capital Advisors
Ohio
$276K +$276K +6,069 New
UFG
1324
United Fire Group
Iowa
$275K – – –
BOS
1325
Bingham Osborn & Scarborough
California
$275K +$47.8K +1,052 +21%
51 52
53
54 55