MRK icon

Merck
MRK

Overview Fund Activity

1,721 hedge funds and large institutions have $119B invested in Merck in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 689 increasing their positions, 688 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+13
Holders Change %
+0.76%
% of All Funds
46.41%
Holding in Top 10
136
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.09%
% of All Funds
3.67%
New
105
Increased
689
Reduced
688
Closed
73
Calls
$935M
Puts
$990M
Net Calls
-$55.1M
Net Calls Change
-$276M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$510M
2
IFP
Independent Franchise Partners
United Kingdom
+$448M
3
MNA
Manning & Napier Advisors
New York
+$339M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$333M
5
O
OppenheimerFunds
New York
+$233M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$671M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$500M
3
Capital International Investors
Capital International Investors
California
-$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
5
State Street
State Street
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
1351
NS Partners
United Kingdom
$516K +$516K +9,490 New
First Eagle Investment Management
1352
First Eagle Investment Management
New York
$515K – – –
AIM
1353
Avity Investment Management
Connecticut
$515K – – –
AAS
1354
Annex Advisory Services
Wisconsin
$514K +$126K +2,311 +32%
BAM
1355
Burgundy Asset Management
Ontario, Canada
$513K – – –
LCM
1356
Lucas Capital Management
New Jersey
$512K – – –
AEPG
1357
American Economic Planning Group
New Jersey
$511K -$2.01K -37 -0.4%
PGIM
1358
Pacific Global Investment Management
California
$508K -$26.1K -481 -5%
HI
1359
Hendershot Investments
Virginia
$507K -$12.2K -225 -2%
IP
1360
Investment Partners
Ohio
$506K +$63.1K +1,165 +14%
SCA
1361
Salient Capital Advisors
Texas
$505K +$165K +3,034 +48%
GI
1362
Glovista Investments
New Jersey
$504K – – –
BOS
1363
Bingham Osborn & Scarborough
California
$504K +$49.6K +912 +11%
FDCC
1364
Foster Dykema Cabot & Co
Massachusetts
$501K -$39.3K -723 -7%
EIM
1365
Emerson Investment Management
Massachusetts
$501K -$14.2K -262 -3%
CCM
1366
Carderock Capital Management
Maryland
$501K – – –
FWP
1367
FAS Wealth Partners
Kansas
$499K +$272 +5 +0.1%
SCA
1368
Secor Capital Advisors
New York
$496K +$496K +9,138 New
SRC
1369
Shufro Rose & Co
New York
$490K – – –
CPIM
1370
Columbia Partners Investment Management
Virginia
$490K +$490K +9,038 New
VIMU
1371
Veritas Investment Management (UK)
United Kingdom
$488K -$53K -975 -10%
MKC
1372
M. Kraus & Co
Vermont
$486K -$58.7K -1,080 -11%
Manulife (Manufacturers Life Insurance)
1373
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$486K +$5.2K +95,746 +1%
PCA
1374
Private Capital Advisors
Connecticut
$484K – – –
CCA
1375
Conestoga Capital Advisors
Pennsylvania
$484K – – –
53 54
55
56 57