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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 %
HWA
1426
Heritage Wealth Advisors
Virginia
$407K – – –
GC
1427
Grimes & Company
Massachusetts
$406K +$6.94K +128 +2%
MCM
1428
Millie Capital Management
California
$405K +$405K +7,473 New
KA
1429
KLCM Advisors
Wisconsin
$404K +$90.4K +1,670 +29%
ACM
1430
Alethea Capital Management
Washington
$399K +$399K +7,367 New
AIA
1431
Affinity Investment Advisors
California
$398K – – –
AB
1432
Atlas Brown
Kentucky
$396K -$15.6K -288 -4%
VHAM
1433
Van Hulzen Asset Management
California
$396K +$396K +7,316 New
BC
1434
Banced Corp
Illinois
$395K -$17.6K -325 -4%
LFA
1435
Landmark Financial Advisors
Kentucky
$395K +$395K +7,175 New
TAM
1436
Trust Asset Management
Texas
$394K +$394K +7,278 New
JPTCCM
1437
J.P. Turner & Co Capital Management
Georgia
$393K +$393K +7,211 New
MPAM
1438
Murphy Pohlad Asset Management
Minnesota
$391K – – –
W
1439
Wealthquest
Ohio
$390K +$390K +7,191 New
BST
1440
Bath Savings Trust
Maine
$389K +$389K +7,181 New
AUB
1441
Atlantic Union Bankshares
Virginia
$384K – – –
OWP
1442
Obermeyer Wealth Partners
Colorado
$382K +$382K +7,056 New
CFA
1443
Carroll Financial Associates
North Carolina
$381K -$101K -1,800 -21%
V
1444
ValueWorks
New York
$380K -$79.6K -1,469 -17%
FAG
1445
Financial Advisory Group
Texas
$378K +$271 +5 +0.1%
GAG
1446
GM Advisory Group
New York
$375K -$14.7K -271 -4%
FLAM
1447
First Light Asset Management
Minnesota
$375K – – –
ESBC
1448
E.S. Barr & Co
Kentucky
$374K -$27.6K -509 -7%
KWMG
1449
King Wealth Management Group
Florida
$374K – – –
JWBC
1450
J.W. Burns & Co
New York
$372K -$9.91K -183 -3%
56 57
58
59 60