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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 %
BIAS
1326
Beacon Investment Advisory Services
New Jersey
$812K +$3.54K +63 +0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
1327
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$807K +$365K +6,498 +83%
Fuller & Thaler Asset Management
1328
Fuller & Thaler Asset Management
California
$801K – – –
NAM
1329
Needelman Asset Management
California
$800K -$8.26K -147 -1%
BWM
1330
BerganKDV Wealth Management
Minnesota
$796K -$37.7K -671 -5%
FWP
1331
FAS Wealth Partners
Kansas
$795K +$66.4K +1,183 +9%
BDF
1332
Balasa Dinverno & Foltz
$795K +$118K +2,107 +17%
LRPA
1333
L. Roy Papp & Associates
Arizona
$793K – – –
SFSG
1334
Stearns Financial Services Group
North Carolina
$789K -$29.9K -532 -4%
CSM
1335
CAMG Solamere Management
North Carolina
$789K +$789K +14,040 New
CAW
1336
Cornerstone Advisors (Washington)
Washington
$787K +$91.9K +1,636 +13%
MMG
1337
Monetary Management Group
Missouri
$786K -$19.2K -341 -2%
OIA
1338
Optimum Investment Advisors
Illinois
$785K -$3.48K -62 -0.4%
AWA
1339
Arete Wealth Advisors
Illinois
$784K +$4.72K +84 +0.6%
HJGA
1340
Hardman Johnston Global Advisors
Connecticut
$780K +$5.9K +105 +0.8%
CCM
1341
Cribstone Capital Management
Maine
$777K -$6.39K -107 -0.8%
FBC
1342
Fairfield, Bush & Co
Connecticut
$773K – – –
SOAMC
1343
Spirit of America Management Corp
New York
$771K – – –
TFF
1344
The Family Firm
Maryland
$771K +$618 +11 +0.1%
OAM
1345
Occidental Asset Management
California
$769K -$10K -178 -1%
FDS
1346
First Dallas Securities
Texas
$767K -$26.5K -471 -3%
CAM
1347
Cubic Asset Management
Massachusetts
$762K +$5K +89 +0.7%
WSC
1348
Wellington Shields & Co
New York
$761K – – –
HAIM
1349
Hunter Associates Investment Management
Pennsylvania
$760K +$32.2K +573 +4%
SM
1350
Sciencast Management
New Jersey
$760K +$760K +13,525 New
52 53
54
55 56