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Merck
MRK

Overview Fund Activity

1,809 hedge funds and large institutions have $127B invested in Merck in 2016 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 702 increasing their positions, 762 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+53
Holders Change %
+3.02%
% of All Funds
48.34%
Holding in Top 10
172
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+26.47%
% of All Funds
4.6%
New
118
Increased
702
Reduced
762
Closed
49
Calls
$1.26B
Puts
$1.42B
Net Calls
-$161M
Net Calls Change
+$1.77M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
State Street
State Street
Massachusetts
+$445M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$341M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$322M
5
Citadel Advisors
Citadel Advisors
Florida
+$201M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
Macquarie Group
Macquarie Group
Australia
-$824M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$495M
4
Dodge & Cox
Dodge & Cox
California
-$377M
5
GE
General Electric
Ohio
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
1301
Northstar Group
New York
$784K +$3.63K +61 +0.5%
CCM
1302
Cribstone Capital Management
Maine
$782K -$33.7K -565 -4%
HKIM
1303
Hayek Kallen Investment Management
Alabama
$778K +$2.8K +47 +0.4%
BIM
1304
Barton Investment Management
Pennsylvania
$775K – – –
FWP
1305
FAS Wealth Partners
Kansas
$773K +$64.8K +1,088 +9%
HAIM
1306
Hunter Associates Investment Management
Pennsylvania
$772K -$30.3K -509 -4%
YIA
1307
YHB Investment Advisors
Connecticut
$771K -$141K -2,374 -15%
LPT
1308
Legacy Private Trust
Wisconsin
$770K -$35.2K -590 -4%
TBA
1309
Train Babcock Advisors
New York
$769K +$13.8K +231 +2%
AAS
1310
Annex Advisory Services
Wisconsin
$769K +$14.5K +244 +2%
WP
1311
WealthSource Partners
California
$766K +$497K +8,345 +185%
HC
1312
Hourglass Capital
Texas
$765K -$175K -2,935 -19%
BCM
1313
Bluefin Capital Management
New York
$762K -$33.7K -565 -4%
LKIM
1314
Lawson Kroeker Investment Management
Nebraska
$762K – – –
HSA
1315
HBK Sorce Advisory
Pennsylvania
$762K +$86.8K +1,457 +13%
TSS
1316
Two Sigma Securities
New York
$762K +$762K +12,799 New
DAM
1317
Delta Asset Management
Tennessee
$760K – – –
Westfield Capital Management
1318
Westfield Capital Management
Massachusetts
$759K – – –
OCM
1319
Osterweis Capital Management
California
$756K – – –
SFWA
1320
Summit Financial Wealth Advisors
Louisiana
$754K +$15.7K +263 +2%
VC
1321
Vicus Capital
Pennsylvania
$753K +$15.3K +257 +2%
NED
1322
Nancy E. Dempze
$752K -$1.55K -26 -0.2%
WA
1323
WFG Advisors
Texas
$751K +$3.39K +57 +0.5%
MCM
1324
Marathon Capital Management
Maryland
$751K +$751K +12,610 New
KA
1325
Kovack Advisors
Florida
$750K +$405K +6,794 +117%
51 52
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