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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 %
KFA
1401
Kelleher Financial Advisors
New York
$432K +$50.6K +1,004 +13%
SWA
1402
Sutton Wealth Advisors
Florida
$432K +$432K +8,554 New
EM
1403
Emancipation Management
New York
$431K – – –
TRCT
1404
Tower Research Capital (TRC)
New York
$430K +$419K +8,301 +3,953%
LCM
1405
Lucas Capital Management
New Jersey
$429K -$10.6K -210 -2%
FMC
1406
First Merchants Corp
Indiana
$428K +$4.29K +85 +1%
CGL
1407
Clarius Group LLC
Washington
$426K +$158K +3,141 +59%
CCA
1408
Conestoga Capital Advisors
Pennsylvania
$423K – – –
CWP
1409
Capital Wealth Planning
Florida
$423K – – –
FWM
1410
Focused Wealth Management
New York
$423K +$37.9K +750 +10%
CCB
1411
Cutter & Co Brokerage
Missouri
$421K +$171K +3,396 +69%
CCM
1412
Coldstream Capital Management
Washington
$419K +$99.7K +1,975 +31%
NL
1413
NWAM LLC
Washington
$417K -$80.1K -1,589 -16%
SFS
1414
Summit Financial Strategies
Ohio
$417K -$28.1K -557 -6%
DAS
1415
Dynamic Advisor Solutions
Arizona
$417K +$10.1K +200 +2%
ICM
1416
IMS Capital Management
Oregon
$416K -$539K -10,664 -56%
JIM
1417
Jensen Investment Management
Oregon
$416K +$416K +8,237 New
MMG
1418
Monetary Management Group
Missouri
$415K +$156K +3,091 +60%
MCM
1419
McRae Capital Management
New Jersey
$412K +$111K +2,199 +37%
JSAM
1420
J. Safra Asset Management
New York
$411K -$25.5K -505 -6%
SFWA
1421
Summit Financial Wealth Advisors
Louisiana
$411K +$56K +1,110 +16%
TIM
1422
Tortoise Investment Management
New York
$409K -$77.7K -1,539 -16%
CNC
1423
Citizens & Northern Corp
Pennsylvania
$407K -$1.04M -20,563 -72%
FP
1424
FDO Partners
Massachusetts
$407K +$407K +8,070 New
BOS
1425
Bingham Osborn & Scarborough
California
$403K -$51.7K -1,023 -11%
55 56
57
58 59