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Merck
MRK

Overview Fund Activity

1,618 hedge funds and large institutions have $127B invested in Merck in 2014 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 615 increasing their positions, 677 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,618
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
46.53%
Holding in Top 10
140
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.76%
% of All Funds
4.03%
New
85
Increased
615
Reduced
677
Closed
58
Calls
$849M
Puts
$749M
Net Calls
+$101M
Net Calls Change
-$177M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.28B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$332M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$307M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$300M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
2
IIS
Ignis Investment Services
United Kingdom
-$311M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$266M
5
State Street
State Street
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRM
1351
Boston Research & Management
Massachusetts
$454K – – –
WA
1352
Waverly Advisors
Alabama
$452K -$4.03K -73 -0.9%
SC
1353
Savant Capital
Illinois
$449K – – –
CPO
1354
Cerity Partners OCIO
New York
$445K -$53.7K -974 -11%
CL
1355
Croft-Leominster
Maryland
$444K -$13.8K -250 -3%
NC
1356
NewSquare Capital
Pennsylvania
$443K +$3.42K +62 +0.8%
SEC
1357
Seven Eight Capital
New York
$439K +$439K +7,946 New
ZAM
1358
Zevin Asset Management
Massachusetts
$436K – – –
AAP
1359
Ardsley Advisory Partners
Connecticut
$434K – – –
NES
1360
New England Securities
New York
$434K +$146K +2,636 +50%
RB
1361
Rodgers Brothers
Pennsylvania
$433K – – –
AB
1362
Atlas Brown
Kentucky
$432K +$90.3K +1,637 +26%
UR
1363
USCA RIA
Texas
$429K -$722K -13,083 -63%
BSB
1364
Bangor Savings Bank
Maine
$426K +$11.7K +213 +3%
AC
1365
Alexandria Capital
Virginia
$425K -$35K -634 -8%
DMC
1366
Drexel Morgan & Co
Pennsylvania
$421K – – –
WCM
1367
Windsor Capital Management
Arizona
$421K +$25.1K +455 +6%
CCT
1368
Capital City Trust
Florida
$418K -$299K -5,413 -42%
PAS
1369
Professional Advisory Services
Florida
$418K – – –
ZCA
1370
Zeke Capital Advisors
Pennsylvania
$418K +$7.67K +139 +2%
TAM
1371
Taurus Asset Management
New York
$417K -$167K -3,022 -29%
AIA
1372
Arbor Investment Advisors
North Carolina
$416K – – –
FIB
1373
First Interstate Bank
Montana
$414K +$9.11K +165 +2%
FFA
1374
Fragasso Financial Advisors
Pennsylvania
$412K +$27.7K +501 +7%
AWA
1375
AmeriServ Wealth Advisors
Pennsylvania
$412K +$28.9K +524 +8%
53 54
55
56 57