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Merck
MRK

Overview Fund Activity

1,756 hedge funds and large institutions have $119B invested in Merck in 2016 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 711 increasing their positions, 708 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+17
Holders Change %
+0.98%
% of All Funds
46.93%
Holding in Top 10
136
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.52%
% of All Funds
3.63%
New
92
Increased
711
Reduced
708
Closed
59
Calls
$1.02B
Puts
$1.18B
Net Calls
-$163M
Net Calls Change
-$87M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$741M
2
Ameriprise
Ameriprise
Minnesota
+$258M
3
Boston Partners
Boston Partners
Massachusetts
+$211M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$201M
5
Morgan Stanley
Morgan Stanley
New York
+$193M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.05B
2
Franklin Resources
Franklin Resources
California
-$912M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$235M
4
Capital International Investors
Capital International Investors
California
-$141M
5
Millennium Management
Millennium Management
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBA
1301
Train Babcock Advisors
New York
$697K – – –
NED
1302
Nancy E. Dempze
$696K – – –
AAS
1303
Annex Advisory Services
Wisconsin
$696K +$2.47K +45 +0.4%
WA
1304
WFG Advisors
Texas
$691K +$36.1K +656 +6%
BIG
1305
Bellwether Investment Group
Tennessee
$690K +$690K +12,549 New
BBI
1306
Baxter Bros Inc
Connecticut
$689K +$689K +12,536 New
FLPIM
1307
F.L. Putnam Investment Management
Massachusetts
$686K +$42.4K +772 +7%
SFWA
1308
Summit Financial Wealth Advisors
Louisiana
$682K +$234K +4,258 +52%
VC
1309
Vicus Capital
Pennsylvania
$681K +$40.6K +739 +6%
MBT
1310
Montecito Bank & Trust
California
$680K +$47.8K +869 +8%
GCM
1311
Grisanti Capital Management
New York
$673K – – –
PP
1312
Pegasus Partners
Wisconsin
$673K +$87K +1,582 +15%
VNA
1313
VNBTrust National Association
Virginia
$672K +$4.29K +78 +0.6%
CAG
1314
Crestwood Advisors Group
Massachusetts
$671K -$11.5K -210 -2%
TIA
1315
Tiemann Investment Advisors
California
$669K +$4.35K +79 +0.7%
WA
1316
Wheatland Advisors
Pennsylvania
$662K -$16.5K -301 -2%
AIM
1317
Avity Investment Management
Connecticut
$654K -$55.6K -1,012 -8%
FWP
1318
FAS Wealth Partners
Kansas
$654K +$60.1K +1,092 +10%
WAM
1319
Weatherly Asset Management
California
$651K -$6.87K -125 -1%
FIM
1320
Fruth Investment Management
Texas
$643K – – –
BDF
1321
Balasa Dinverno & Foltz
$640K -$45.2K -822 -7%
EA
1322
Elm Advisors
California
$640K – – –
HCM
1323
Harvest Capital Management
New Hampshire
$640K – – –
AIA
1324
AIMZ Investment Advisors
California
$639K -$613K -11,158 -49%
WPW
1325
Waldron Private Wealth
Pennsylvania
$639K +$19.6K +356 +3%
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