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Merck
MRK

Overview Fund Activity

1,907 hedge funds and large institutions have $120B invested in Merck in 2016 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 747 increasing their positions, 733 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+98
Holders Change %
+5.42%
% of All Funds
47.75%
Holding in Top 10
119
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-30.81%
% of All Funds
2.98%
New
205
Increased
747
Reduced
733
Closed
77
Calls
$1.26B
Puts
$1.47B
Net Calls
-$215M
Net Calls Change
-$53.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$595M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
3
Asset Management One
Asset Management One
Japan
+$260M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$248M
5
State Street
State Street
Massachusetts
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$686M
3
AIG
American International Group
New York
-$467M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$302M
5
MTB
Mizuho Trust & Banking
Japan
-$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
1301
Peachtree Investment Advisors
Georgia
$890K – – –
BAAM
1302
Baker Avenue Asset Management
California
$890K +$28.4K +506 +3%
S
1303
SignatureFD
Georgia
$889K -$94.9K -1,690 -10%
BCA
1304
Benchmark Capital Advisors
New York
$886K +$17.6K +314 +2%
BC
1305
Birchview Capital
Vermont
$883K – – –
SWM
1306
Segment Wealth Management
Texas
$883K +$25.9K +461 +3%
AAS
1307
Annex Advisory Services
Wisconsin
$879K +$154K +2,749 +21%
SCG
1308
Sonata Capital Group
Washington
$877K +$112 +2 +0%
NHC
1309
Nicholas Hoffman & Company
Georgia
$876K +$7.69K +134 +0.9%
TSWM
1310
Triangle Securities Wealth Management
North Carolina
$873K -$692K -12,319 -44%
KA
1311
Kovack Advisors
Florida
$869K +$162K +2,879 +23%
MMPW
1312
Mitchell McLeod Pugh & Williams
Alabama
$867K +$85.9K +1,530 +11%
TFA
1313
Transamerica Financial Advisors
Florida
$858K -$5.12K -91 -0.6%
DWM
1314
Dorchester Wealth Management
Quebec, Canada
$858K – – –
TBNY
1315
Trustco Bank (New York)
New York
$857K -$41.2K -734 -5%
WPA
1316
West Paces Advisors
Georgia
$856K +$856K +15,235 New
IT
1317
Independence Trust
Tennessee
$849K +$849K +15,117 New
VIA
1318
Vident Investment Advisory
Georgia
$848K +$31.9K +568 +4%
FLPIM
1319
F.L. Putnam Investment Management
Massachusetts
$841K +$48.3K +860 +6%
ACA
1320
Anchor Capital Advisors
Massachusetts
$836K -$265K -4,716 -24%
AWM
1321
Altavista Wealth Management
North Carolina
$830K – – –
NERM
1322
New England Research & Management
Illinois
$825K +$5.17K +92 +0.6%
PFM
1323
Parsec Financial Management
North Carolina
$820K -$1.97K -35 -0.2%
PFC
1324
Poplar Forest Capital
California
$818K -$135K -2,411 -14%
ADBIC
1325
A.D. Beadell Investment Counsel
Wisconsin
$815K +$1.74K +31 +0.2%
51 52
53
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