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Merck
MRK

Overview Fund Activity

1,468 hedge funds and large institutions have $103B invested in Merck in 2013 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 568 increasing their positions, 617 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+11
Holders Change %
+0.75%
% of All Funds
47.62%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
3.8%
New
78
Increased
568
Reduced
617
Closed
53
Calls
$1.25B
Puts
$918M
Net Calls
+$331M
Net Calls Change
-$98.6M

Top Buyers

1
EAM
1
Eagle Asset Management
Florida
$252M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.16B
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$134M
4
BA
4
BlackRock Advisors
Delaware
$1.23B
5
EAM
5
Edge Asset Management
Washington
$226M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.92B
2
Capital World Investors
2
Capital World Investors
California
$7.49B
3
BIT
3
BlackRock Institutional Trust
California
$3.7B
4
KeyBank National Association
4
KeyBank National Association
Ohio
$94.1M
5
Ameriprise
5
Ameriprise
Minnesota
$705M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1376
Oarsman Capital
Wisconsin
$214K – – –
WI
1377
WHV Investments
California
$214K – – –
QAM
1378
QCI Asset Management
New York
$213K -$57.1K -1,258 -21%
SC
1379
Saturna Capital
Washington
$212K – – –
ATC
1380
Adirondack Trust Company
New York
$211K +$24.2K +534 +13%
ECAM
1381
East Coast Asset Management
Massachusetts
$211K +$45.3K +997 +27%
FBA
1382
Front Barnett Associates
Illinois
$209K – – –
CCM
1383
Condor Capital Management
New Jersey
$208K -$5.45K -120 -3%
RGA
1384
Red Granite Advisors
Wisconsin
$207K -$26.7K -587 -11%
DCM
1385
Donaldson Capital Management
Indiana
$207K -$2.4K -53 -1%
RPA
1386
Rock Point Advisors
Vermont
$207K – – –
SIM
1387
Sterling Investment Management
Arizona
$207K +$207K +4,556 New
AB
1388
Atlas Brown
Kentucky
$206K -$85.4K -1,879 -29%
KPCM
1389
Kings Point Capital Management
New York
$206K +$10.7K +236 +5%
PMFA
1390
Plante Moran Financial Advisors
Michigan
$206K +$40.4K +888 +24%
WCA
1391
Westover Capital Advisors
Delaware
$205K -$126K -2,772 -38%
PAMG
1392
Patton Albertson Miller Group
Tennessee
$205K +$205K +4,505 New
RAM
1393
Roanoke Asset Management
New Jersey
$204K +$204K +4,512 New
WCM
1394
Weatherstone Capital Management
Colorado
$203K – – –
CNC
1395
Citizens & Northern Corp
Pennsylvania
$202K +$202K +4,449 New
GWM
1396
Greenwich Wealth Management
Connecticut
$201K +$201K +4,418 New
JG
1397
Jefferies Group
New York
$192K -$771 -17 -0.4%
MWAM
1398
Mariner Wealth Advisors (Madison)
Kansas
$189K +$46.2K +1,018 +32%
HIM
1399
Hillsdale Investment Management
Ontario, Canada
$186K +$14.3K +314 +8%
BIM
1400
Bridgecreek Investment Management
Oklahoma
$183K – – –
54 55
56
57 58