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Merck
MRK

Overview Fund Activity

1,739 hedge funds and large institutions have $107B invested in Merck in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 753 increasing their positions, 672 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-12
Holders Change %
-0.69%
% of All Funds
46.41%
Holding in Top 10
105
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.96%
% of All Funds
2.8%
New
96
Increased
753
Reduced
672
Closed
83
Calls
$693M
Puts
$769M
Net Calls
-$76.2M
Net Calls Change
-$112M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$316M
2
LSV Asset Management
LSV Asset Management
Illinois
+$259M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
4
Capital World Investors
Capital World Investors
California
+$183M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$167M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$199M
2
IG
ING Group
Netherlands
-$177M
3
State Street
State Street
Massachusetts
-$173M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$168M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1351
Modera Wealth Management
New Jersey
$524K -$530K -10,512 -50%
CG
1352
Cutler Group
California
$522K +$348K +6,904 +200%
RMSCM
1353
R.M. Sincerbeaux Capital Management
New York
$518K – – –
AEPG
1354
American Economic Planning Group
New Jersey
$516K +$127K +2,514 +33%
NFG
1355
Nadler Financial Group
Illinois
$515K +$11K +218 +2%
HSA
1356
HBK Sorce Advisory
Pennsylvania
$515K +$88.8K +1,760 +21%
PBO
1357
Peoples Bank (Ohio)
Ohio
$513K -$35.7K -707 -7%
SCP
1358
Sandhill Capital Partners
New York
$511K -$106K -2,098 -17%
TCM
1359
Traynor Capital Management
Pennsylvania
$511K -$42.2K -836 -8%
Kayne Anderson Rudnick Investment Management
1360
Kayne Anderson Rudnick Investment Management
California
$511K – – –
VST
1361
Van Strum & Towne
California
$511K – – –
ED
1362
Exane Derivatives
France
$510K -$331K -6,557 -39%
CIC
1363
Chilton Investment Company
Connecticut
$509K -$624K -12,366 -55%
LOAMS
1364
Lombard Odier Asset Management (Switzerland)
Switzerland
$509K – – –
BWM
1365
Braver Wealth Management
Massachusetts
$508K +$508K +10,053 New
AB
1366
Atlas Brown
Kentucky
$503K +$23.3K +461 +5%
CC
1367
Cornerstone Capital
California
$497K – – –
NCM
1368
Novare Capital Management
North Carolina
$496K -$46.9K -929 -9%
BFG
1369
Beacon Financial Group
Texas
$492K +$59.6K +1,174 +14%
SIP
1370
Stoneridge Investment Partners
Pennsylvania
$488K – – –
BCM
1371
Buckhead Capital Management
Georgia
$487K – – –
JWBC
1372
J.W. Burns & Co
New York
$486K -$27.5K -545 -5%
EIM
1373
Emerson Investment Management
Massachusetts
$484K -$24.5K -486 -5%
LGC
1374
Laurel Grove Capital
California
$483K -$21.2K -419 -4%
AI
1375
Accredited Investors
Minnesota
$483K +$1.21K +24 +0.3%
53 54
55
56 57