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Merck
MRK

Overview Fund Activity

1,907 hedge funds and large institutions have $120B invested in Merck in 2016 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 747 increasing their positions, 733 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+98
Holders Change %
+5.42%
% of All Funds
47.75%
Holding in Top 10
119
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-30.81%
% of All Funds
2.98%
New
205
Increased
747
Reduced
733
Closed
77
Calls
$1.26B
Puts
$1.47B
Net Calls
-$215M
Net Calls Change
-$53.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$595M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
3
Asset Management One
Asset Management One
Japan
+$260M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$248M
5
State Street
State Street
Massachusetts
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$686M
3
AIG
American International Group
New York
-$467M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$302M
5
MTB
Mizuho Trust & Banking
Japan
-$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1401
Wintrust Investments
Illinois
$662K -$10.8K -192 -2%
WPW
1402
Waldron Private Wealth
Pennsylvania
$657K -$12.9K -230 -2%
QI
1403
Quotient Investors
New York
$656K – – –
HCM
1404
Harvest Capital Management
New Hampshire
$654K – – –
CA
1405
Cornerstone Advisory
Maryland
$651K -$9.27K -165 -1%
AIA
1406
AIMZ Investment Advisors
California
$650K -$5.84K -104 -0.9%
PAWC
1407
P.A.W. Capital
Connecticut
$648K – – –
BCM
1408
Buckhead Capital Management
Georgia
$647K – – –
FCAG
1409
First Capital Advisors Group
New Jersey
$646K +$646K +11,506 New
FIM
1410
Fruth Investment Management
Texas
$645K -$5.9K -105 -0.9%
BWM
1411
Braver Wealth Management
Massachusetts
$643K +$23.5K +419 +4%
CB
1412
Cooke & Bieler
Pennsylvania
$642K – – –
EA
1413
Elm Advisors
California
$642K – – –
AB
1414
AT Bancorp
Iowa
$638K +$13.8K +246 +2%
NFG
1415
Nadler Financial Group
Illinois
$638K +$42.8K +761 +7%
SSG
1416
Summit Securities Group
New York
$636K +$636K +11,318 New
GIM
1417
Guardian Investment Management
California
$634K +$634K +11,287 New
WFWM
1418
Wechter Feldman Wealth Management
New Jersey
$634K +$634K +11,293 New
OCG
1419
Opus Capital Group
Ohio
$631K -$223K -3,966 -26%
WA
1420
Wealth Architects
California
$630K – – –
AIM
1421
Avity Investment Management
Connecticut
$627K -$53.2K -946 -8%
NFG
1422
Nations Financial Group
Iowa
$627K -$4.27K -76 -0.7%
SC
1423
Schulhoff & Co
Ohio
$627K – – –
OFW
1424
Omnia Family Wealth
Florida
$626K +$626K +11,056 New
IA
1425
Independence Advisors
Pennsylvania
$624K -$157K -2,794 -20%
55 56
57
58 59