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Merck
MRK

Overview Fund Activity

1,720 hedge funds and large institutions have $121B invested in Merck in 2014 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 669 increasing their positions, 636 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,720
Holders Change
+104
Holders Change %
+6.44%
% of All Funds
45.9%
Holding in Top 10
111
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-24.49%
% of All Funds
2.96%
New
180
Increased
669
Reduced
636
Closed
61
Calls
$808M
Puts
$1.28B
Net Calls
-$470M
Net Calls Change
-$471M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$500M
2
CS
Credit Suisse
Switzerland
+$446M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$378M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$191M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$838M
2
Jennison Associates
Jennison Associates
New York
-$745M
3
Deutsche Bank
Deutsche Bank
Germany
-$597M
4
Franklin Resources
Franklin Resources
California
-$523M
5
Capital World Investors
Capital World Investors
California
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1376
Glovista Investments
New Jersey
$503K -$5.7K -105 -1%
WOC
1377
West Oak Capital
California
$502K +$18.3K +337 +4%
CCM
1378
Carderock Capital Management
Maryland
$500K – – –
FWP
1379
FAS Wealth Partners
Kansas
$497K +$217 +4 +0%
AT
1380
Argent Trust
Texas
$496K +$496K +9,153 New
AWS
1381
Aris Wealth Services
Pennsylvania
$495K +$221K +4,073 +81%
SRC
1382
Shufro Rose & Co
New York
$489K -$865K -15,986 -64%
CL
1383
CPWM LLC
Washington
$487K +$15.6K +288 +3%
SGA
1384
Strategic Global Advisors
California
$485K +$485K +8,936 New
PCA
1385
Private Capital Advisors
Connecticut
$483K – – –
CCA
1386
Conestoga Capital Advisors
Pennsylvania
$483K – – –
TSWM
1387
Triangle Securities Wealth Management
North Carolina
$482K +$5.64K +104 +1%
AWA
1388
AmeriServ Wealth Advisors
Pennsylvania
$476K +$70.5K +1,299 +17%
HEIP
1389
Hudson Edge Investment Partners
New Jersey
$471K -$37.7M -697,154 -99%
TCM
1390
Texan Capital Management
Texas
$470K -$5.15K -95 -1%
HF
1391
HRT Financial
New York
$467K +$467K +8,625 New
SFM
1392
Signature Financial Management
Virginia
$466K +$68K +1,253 +17%
NL
1393
NWAM LLC
Washington
$465K -$637K -11,754 -58%
DDPIC
1394
Deroy & Devereaux Private Investment Counsel
Michigan
$464K – – –
KFA
1395
Kelleher Financial Advisors
New York
$460K – – –
PG
1396
PEAK6 Group
Illinois
$457K -$807K -14,905 -64%
CCT
1397
Capital City Trust
Florida
$456K – – –
AIM
1398
Aspen Investment Management
Michigan
$452K -$11.6K -214 -3%
AWA
1399
ARS Wealth Advisors
Florida
$451K -$14.3K -264 -3%
AP
1400
Atwood & Palmer
Missouri
$451K -$8.2K -151 -2%
54 55
56
57 58