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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 %
HHC
1326
Hutchin Hill Capital
New York
$749K +$187K +3,144 +33%
RWA
1327
River Wealth Advisors
Pennsylvania
$748K -$272K -4,572 -27%
IWA
1328
IBEX Wealth Advisors
New Jersey
$743K +$743K +12,471 New
AIM
1329
Avity Investment Management
Connecticut
$738K +$12.6K +207 +2%
MBT
1330
Montecito Bank & Trust
California
$737K – – –
CAW
1331
Cornerstone Advisors (Washington)
Washington
$737K +$434K +7,296 +144%
SWK
1332
Stephen W. Kidder
$735K -$87.6K -1,468 -11%
PP
1333
Pegasus Partners
Wisconsin
$733K +$4.17K +70 +0.6%
GCM
1334
Grisanti Capital Management
New York
$728K – – –
TRIM
1335
Thompson Rubinstein Investment Management
Oregon
$726K -$49.9K -838 -6%
VNA
1336
VNBTrust National Association
Virginia
$726K -$595 -10 -0.1%
TIA
1337
Tiemann Investment Advisors
California
$724K – – –
CAG
1338
Crestwood Advisors Group
Massachusetts
$717K -$9.7K -163 -1%
BDF
1339
Balasa Dinverno & Foltz
$717K +$23.5K +394 +3%
PFS
1340
Physicians Financial Services
North Carolina
$714K +$49.9K +839 +8%
WI
1341
Wintrust Investments
Illinois
$713K +$43.5K +730 +6%
LA
1342
LVW Advisors
New York
$713K +$67.6K +1,135 +10%
WPW
1343
Waldron Private Wealth
Pennsylvania
$711K +$18.8K +315 +3%
HCC
1344
Hirtle Callaghan & Co
Pennsylvania
$711K +$156K +2,620 +28%
WA
1345
Wheatland Advisors
Pennsylvania
$703K -$14.4K -242 -2%
CA
1346
Cornerstone Advisory
Maryland
$700K +$18.9K +317 +3%
QI
1347
Quotient Investors
New York
$696K -$1.94M -32,619 -74%
HCM
1348
Harvest Capital Management
New Hampshire
$695K – – –
AIA
1349
AIMZ Investment Advisors
California
$695K +$2.8K +47 +0.4%
FIM
1350
Fruth Investment Management
Texas
$690K -$6.25K -105 -0.9%
52 53
54
55 56