MRK icon

Merck
MRK

Overview Fund Activity

1,618 hedge funds and large institutions have $127B invested in Merck in 2014 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 615 increasing their positions, 677 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,618
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
46.53%
Holding in Top 10
140
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.76%
% of All Funds
4.03%
New
85
Increased
615
Reduced
677
Closed
58
Calls
$849M
Puts
$749M
Net Calls
+$101M
Net Calls Change
-$177M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.28B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$332M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$307M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$300M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
2
IIS
Ignis Investment Services
United Kingdom
-$311M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$266M
5
State Street
State Street
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1301
Tortoise Investment Management
New York
$559K +$67.8K +1,229 +14%
CAM
1302
Cubic Asset Management
Massachusetts
$556K – – –
WSC
1303
Wellington Shields & Co
New York
$556K – – –
BAM
1304
Burgundy Asset Management
Ontario, Canada
$555K – – –
MA
1305
MCF Advisors
Kentucky
$554K -$58.2K -1,074 -10%
AIM
1306
Avity Investment Management
Connecticut
$552K -$30.4K -550 -5%
FDCC
1307
Foster Dykema Cabot & Co
Massachusetts
$549K +$63.1K +1,142 +13%
ALA
1308
Atherton Lane Advisers
California
$548K +$67.3K +1,219 +14%
HC
1309
Highmount Capital
New York
$539K – – –
VIMU
1310
Veritas Investment Management (UK)
United Kingdom
$539K – – –
KPCM
1311
Kings Point Capital Management
New York
$539K +$46.3K +838 +9%
HI
1312
Hendershot Investments
Virginia
$535K +$55 +1 +0%
CCM
1313
Carderock Capital Management
Maryland
$529K -$28.9K -524 -5%
TCM
1314
Telos Capital Management
California
$529K +$50.9K +922 +11%
CICI
1315
Capital Investment Counsel Inc
North Carolina
$527K -$28.9K -524 -5%
PMFA
1316
Plante Moran Financial Advisors
Michigan
$526K +$126K +2,284 +32%
KFA
1317
Kelleher Financial Advisors
New York
$524K – – –
FWP
1318
FAS Wealth Partners
Kansas
$523K +$22.3K +404 +4%
GI
1319
Glovista Investments
New Jersey
$518K -$52.1K -943 -9%
WOC
1320
West Oak Capital
California
$516K -$11.6K -210 -2%
OC
1321
Oakworth Capital
Alabama
$515K – – –
FMC
1322
First Merchants Corp
Indiana
$512K – – –
NFG
1323
Nadler Financial Group
Illinois
$504K +$3.31K +60 +0.7%
WA
1324
Wheatland Advisors
Pennsylvania
$501K -$9.78K -241 -2%
EIM
1325
Emerson Investment Management
Massachusetts
$500K +$17.8K +323 +4%
51 52
53
54 55