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Merck
MRK

Overview Fund Activity

1,564 hedge funds and large institutions have $109B invested in Merck in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 580 increasing their positions, 627 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+96
Holders Change %
+6.54%
% of All Funds
45.43%
Holding in Top 10
113
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.42%
% of All Funds
3.28%
New
187
Increased
580
Reduced
627
Closed
70
Calls
$1.39B
Puts
$953M
Net Calls
+$434M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$586M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$477M
3
Jennison Associates
Jennison Associates
New York
+$463M
4
Deutsche Bank
Deutsche Bank
Germany
+$225M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$210M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
BA
BlackRock Advisors
Delaware
-$318M
3
Bank of America
Bank of America
North Carolina
-$308M
4
Franklin Resources
Franklin Resources
California
-$296M
5
Fidelity International
Fidelity International
Bermuda
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1301
Texan Capital Management
Texas
$409K -$826K -17,293 -67%
HFS
1302
Haverford Financial Services
Pennsylvania
$409K +$1.82K +38 +0.4%
MA
1303
MCF Advisors
Kentucky
$407K +$27.7K +512 +7%
FMC
1304
First Merchants Corp
Indiana
$405K +$22.6K +473 +6%
FIM
1305
Fernwood Investment Management
Massachusetts
$405K +$405K +8,489 New
KIG
1306
Kovitz Investment Group
Illinois
$402K +$3.96K +83 +1%
MWP
1307
MYCIO Wealth Partners
Pennsylvania
$397K -$62.7K -1,313 -14%
TA
1308
TBP Advisors
New York
$393K +$60K +1,257 +18%
IT
1309
Independence Trust
Tennessee
$389K -$131K -2,745 -25%
FM
1310
Foster & Motley
Ohio
$387K -$18K -376 -4%
HPCM
1311
High Pointe Capital Management
Illinois
$385K -$282K -5,921 -42%
LG
1312
Laidlaw Group
New York
$384K +$3.77K +79 +1%
TCM
1313
Telos Capital Management
California
$384K +$28.8K +603 +8%
ESBC
1314
E.S. Barr & Co
Kentucky
$383K +$63.1K +1,321 +20%
WP
1315
WMS Partners
Maryland
$382K +$2.73K +57 +0.7%
PG
1316
PEAK6 Group
Illinois
$381K +$20.8K +436 +6%
SC
1317
Savant Capital
Illinois
$379K -$1.81K -38 -0.5%
NC
1318
NewSquare Capital
Pennsylvania
$378K +$31.2K +653 +9%
ZAM
1319
Zevin Asset Management
Massachusetts
$377K – – –
AWCI
1320
Alpine Woods Capital Investors
New York
$375K -$109K -2,276 -22%
TIM
1321
Tortoise Investment Management
New York
$375K – – –
FIB
1322
First Interstate Bank
Montana
$374K -$1.48K -31 -0.4%
AWS
1323
Aris Wealth Services
Pennsylvania
$374K +$8.98K +188 +2%
RGC
1324
Roberts, Glore & Co
Illinois
$372K -$44.2K -925 -11%
GAG
1325
GM Advisory Group
New York
$371K +$371K +7,759 New
51 52
53
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