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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 %
AWA
1376
ARS Wealth Advisors
Florida
$477K +$14.7K +271 +3%
SAMC
1377
Shinko Asset Management Company
Japan
$476K -$27.8K -513 -6%
TCM
1378
Traynor Capital Management
Pennsylvania
$472K +$472K +8,707 New
AP
1379
Atwood & Palmer
Missouri
$467K – – –
SHJ
1380
Sharkey, Howes & Javer
Colorado
$465K – – –
JMH
1381
J.M. Hartwell
New York
$465K +$465K +8,563 New
EM
1382
Emancipation Management
New York
$464K +$464K +8,541 New
AAP
1383
Ardsley Advisory Partners
Connecticut
$462K -$173K -3,144 -27%
CCT
1384
Capital City Trust
Florida
$462K +$50.7K +933 +12%
KFA
1385
Kelleher Financial Advisors
New York
$461K – – –
AWA
1386
AmeriServ Wealth Advisors
Pennsylvania
$457K -$19.4K -357 -4%
CWP
1387
Capital Wealth Planning
Florida
$455K -$228K -4,192 -33%
DAS
1388
Dynamic Advisor Solutions
Arizona
$455K +$8.8K +162 +2%
BFG
1389
Beacon Financial Group
Texas
$452K – – –
JPTCCM
1390
J.P. Turner & Co Capital Management
Georgia
$452K +$44.2K +814 +11%
JWBC
1391
J.W. Burns & Co
New York
$451K +$543 +10 +0.1%
GC
1392
Grimes & Company
Massachusetts
$450K -$35.1K -647 -7%
ST
1393
Sabal Trust
Florida
$448K +$39K +718 +10%
AIM
1394
Aspen Investment Management
Michigan
$445K – – –
RWA
1395
River Wealth Advisors
Pennsylvania
$444K -$32K -589 -7%
CPA
1396
Capital Planning Advisors
California
$444K +$19.9K +366 +5%
VHAM
1397
Van Hulzen Asset Management
California
$443K -$85.1K -1,568 -16%
IT
1398
Investors Trust
Texas
$442K – – –
BRM
1399
Boston Research & Management
Massachusetts
$441K -$5.7K -105 -1%
FM
1400
Foster & Motley
Ohio
$440K -$36.8K -677 -8%
54 55
56
57 58