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Merck
MRK

Overview Fund Activity

1,618 hedge funds and large institutions have $127B invested in Merck in 2014 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 615 increasing their positions, 677 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,618
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
46.53%
Holding in Top 10
140
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.76%
% of All Funds
4.03%
New
85
Increased
615
Reduced
677
Closed
58
Calls
$849M
Puts
$749M
Net Calls
+$101M
Net Calls Change
-$177M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.28B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$332M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$307M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$300M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
2
IIS
Ignis Investment Services
United Kingdom
-$311M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$266M
5
State Street
State Street
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1426
Capital Advantage
California
$336K +$165 +3 +0%
NCMW
1427
Northern Capital Management (Wisconsin)
Wisconsin
$336K +$27.4K +497 +9%
UFG
1428
United Fire Group
Iowa
$334K – – –
NYLT
1429
New York Life Trust
New York
$333K +$8.95K +162 +3%
HKIM
1430
Hayek Kallen Investment Management
Alabama
$330K +$2.43K +44 +0.7%
Edgewood Management
1431
Edgewood Management
Connecticut
$324K – – –
AIC
1432
Atlantic Investment Company
Georgia
$320K – – –
IIM
1433
Ironwood Investment Management
Massachusetts
$320K – – –
KA
1434
KLCM Advisors
Wisconsin
$320K – – –
MIC
1435
Meridian Investment Counsel
California
$320K +$88K +1,594 +38%
AAM
1436
Azzad Asset Management
Virginia
$319K +$3.48K +63 +1%
BCM
1437
Brookstone Capital Management
Illinois
$319K +$13.1K +238 +4%
TCCM
1438
Timber Creek Capital Management
Massachusetts
$318K – – –
EA
1439
Emerald Advisers
Pennsylvania
$317K +$15.5K +281 +5%
RPA
1440
Rock Point Advisors
Vermont
$315K +$5.47K +99 +2%
SCM
1441
Snow Capital Management
Pennsylvania
$313K – – –
EAM
1442
Evanson Asset Management
California
$313K +$62.3K +1,130 +25%
B
1443
Bailard
California
$311K -$80.4K -1,454 -21%
SIMM
1444
Stillwater Investment Management (Minnesota)
Minnesota
$311K +$2.49K +45 +0.8%
SCA
1445
STALEY CAPITAL ADVISERS
Pennsylvania
$310K – – –
DCM
1446
Donaldson Capital Management
Indiana
$309K -$15.9K -288 -5%
AIM
1447
Acuity Investment Management
Ontario, Canada
$307K -$81.1K -1,468 -21%
WIC
1448
Wood Investment Counsel
Colorado
$307K +$1.82K +33 +0.6%
PSC
1449
Prentiss Smith & Co
Vermont
$306K – – –
EWA
1450
EP Wealth Advisors
California
$304K +$20.1K +365 +7%
56 57
58
59 60