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Merck
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Overview Fund Activity

1,721 hedge funds and large institutions have $119B invested in Merck in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 689 increasing their positions, 688 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+13
Holders Change %
+0.76%
% of All Funds
46.41%
Holding in Top 10
136
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.09%
% of All Funds
3.67%
New
105
Increased
689
Reduced
688
Closed
73
Calls
$935M
Puts
$990M
Net Calls
-$55.1M
Net Calls Change
-$276M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$510M
2
IFP
Independent Franchise Partners
United Kingdom
+$448M
3
MNA
Manning & Napier Advisors
New York
+$339M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$333M
5
O
OppenheimerFunds
New York
+$233M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$671M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$500M
3
Capital International Investors
Capital International Investors
California
-$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
5
State Street
State Street
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
1301
L. Roy Papp & Associates
Arizona
$640K +$869 +16 +0.1%
BIA
1302
Biondo Investment Advisors
Pennsylvania
$638K – – –
MMPW
1303
Mitchell McLeod Pugh & Williams
Alabama
$635K -$6.85K -126 -1%
LMIM
1304
Lockheed Martin Investment Management
Maryland
$626K -$1.6M -29,501 -72%
VC
1305
Vicus Capital
Pennsylvania
$626K -$32.5K -598 -5%
PAWC
1306
P.A.W. Capital
Connecticut
$626K – – –
SKK
1307
Shepherd Kaplan Krochuk
Massachusetts
$622K – – –
CB
1308
Cooke & Bieler
Pennsylvania
$621K – – –
BIM
1309
Baldwin Investment Management
Pennsylvania
$620K -$14.7K -271 -2%
CL
1310
Choreo LLC
Illinois
$619K +$15K +274 +2%
AUB
1311
Atlantic Union Bankshares
Virginia
$617K -$38.1K -702 -6%
OAM
1312
Occidental Asset Management
California
$617K -$33.4K -615 -5%
BAAM
1313
Baker Avenue Asset Management
California
$615K +$34.7K +639 +6%
AIA
1314
AIMZ Investment Advisors
California
$611K +$2.71K +50 +0.4%
AB
1315
AT Bancorp
Iowa
$611K +$4.83K +89 +0.8%
FAM
1316
Fred Alger Management
New York
$609K – – –
ATC
1317
Adirondack Trust Company
New York
$607K +$1.14K +21 +0.2%
SC
1318
Schulhoff & Co
Ohio
$607K +$3.26K +60 +0.5%
ASN
1319
Advisory Services Network
Georgia
$606K -$211K -3,862 -26%
MWP
1320
MYCIO Wealth Partners
Pennsylvania
$605K +$28.6K +527 +5%
PFM
1321
Parsec Financial Management
North Carolina
$598K +$1.58K +29 +0.3%
ADBIC
1322
A.D. Beadell Investment Counsel
Wisconsin
$593K -$5.64K -104 -0.9%
LGC
1323
Laurel Grove Capital
California
$588K -$28.5K -524 -5%
AWS
1324
Aris Wealth Services
Pennsylvania
$584K +$101K +1,862 +21%
BOIA
1325
Bush ODonnell Investment Advisors
Missouri
$583K – – –
51 52
53
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