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Merck
MRK

Overview Fund Activity

1,600 hedge funds and large institutions have $125B invested in Merck in 2014 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 595 increasing their positions, 702 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,600
Holders Change
+36
Holders Change %
+2.3%
% of All Funds
46.24%
Holding in Top 10
147
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+30.09%
% of All Funds
4.25%
New
115
Increased
595
Reduced
702
Closed
63
Calls
$1.01B
Puts
$731M
Net Calls
+$277M
Net Calls Change
-$157M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$636M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$260M
5
Capital World Investors
Capital World Investors
California
+$258M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$502M
2
Franklin Resources
Franklin Resources
California
-$437M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$406M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$379M
5
State Street
State Street
Massachusetts
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1301
Private Capital Advisors
Connecticut
$483K – – –
KPCM
1302
Kings Point Capital Management
New York
$483K +$221K +4,077 +84%
TIM
1303
Tortoise Investment Management
New York
$482K +$56.8K +1,048 +13%
SSM
1304
Sound Shore Management
Connecticut
$477K -$22.7K -419 -5%
MSFP
1305
Mark Sheptoff Financial Planning
Connecticut
$477K +$477K +8,805 New
FDCC
1306
Foster Dykema Cabot & Co
Massachusetts
$476K – – –
EIM
1307
Emerson Investment Management
Massachusetts
$473K -$38.9K -719 -8%
AEPG
1308
American Economic Planning Group
New Jersey
$473K +$379 +7 +0.1%
ALA
1309
Atherton Lane Advisers
California
$472K -$1.36K -25 -0.3%
DDPIC
1310
Deroy & Devereaux Private Investment Counsel
Michigan
$470K -$73.9K -1,363 -14%
AP
1311
Atwood & Palmer
Missouri
$470K – – –
TCM
1312
Telos Capital Management
California
$469K +$33K +610 +8%
I2I
1313
Insight 2811 Inc
Illinois
$468K -$2.17K -40 -0.5%
TCM
1314
Texan Capital Management
Texas
$464K – – –
ATC
1315
Adirondack Trust Company
New York
$463K +$211K +3,903 +84%
HF
1316
Hoxton Financial
West Virginia
$453K -$43.2K -799 -9%
AC
1317
Alexandria Capital
Virginia
$452K +$387K +7,140 +594%
MWP
1318
MYCIO Wealth Partners
Pennsylvania
$450K – – –
CL
1319
Croft-Leominster
Maryland
$449K -$18.6K -344 -4%
WA
1320
Waverly Advisors
Alabama
$448K -$619K -11,419 -58%
NGA
1321
Naples Global Advisors
Florida
$448K +$51.1K +944 +13%
TA
1322
TBP Advisors
New York
$446K – – –
BRM
1323
Boston Research & Management
Massachusetts
$445K +$29K +537 +7%
VC
1324
Vicus Capital
Pennsylvania
$444K +$48.2K +889 +12%
KWMG
1325
King Wealth Management Group
Florida
$443K -$371K -6,843 -46%
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