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Merck
MRK

Overview Fund Activity

1,708 hedge funds and large institutions have $121B invested in Merck in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 720 increasing their positions, 656 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,708
Holders Change
-12
Holders Change %
-0.7%
% of All Funds
45.56%
Holding in Top 10
127
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.41%
% of All Funds
3.39%
New
91
Increased
720
Reduced
656
Closed
82
Calls
$1.09B
Puts
$866M
Net Calls
+$221M
Net Calls Change
+$692M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$814M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$527M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$394M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$188M
5
Bank of America
Bank of America
North Carolina
+$170M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$500M
2
Dodge & Cox
Dodge & Cox
California
-$469M
3
Franklin Resources
Franklin Resources
California
-$444M
4
Capital World Investors
Capital World Investors
California
-$366M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1426
Millie Capital Management
California
$410K – – –
HWA
1427
Heritage Wealth Advisors
Virginia
$410K – – –
SWA
1428
SFMG Wealth Advisors
Texas
$407K +$407K +7,427 New
PMFA
1429
Plante Moran Financial Advisors
Michigan
$406K -$44.3K -808 -10%
AHC
1430
Adell Harriman & Carpenter
Texas
$405K +$34.7K +632 +9%
SFM
1431
Signature Financial Management
Virginia
$403K -$65.9K -1,207 -14%
EML
1432
Eos Management LP
New York
$401K -$493K -8,987 -55%
SIM
1433
SSI Investment Management
California
$401K -$468K -8,573 -54%
TAM
1434
Trust Asset Management
Texas
$399K – – –
DCM
1435
Donaldson Capital Management
Indiana
$398K +$71.4K +1,301 +22%
VWM
1436
Vector Wealth Management
Minnesota
$397K +$44.3K +807 +13%
B
1437
Bailard
California
$397K +$63K +1,147 +19%
MPAM
1438
Murphy Pohlad Asset Management
Minnesota
$396K – – –
LFA
1439
Landmark Financial Advisors
Kentucky
$395K – – –
KA
1440
KLCM Advisors
Wisconsin
$394K -$15.6K -284 -4%
W
1441
Wealthquest
Ohio
$394K – – –
CFA
1442
Capstone Financial Advisors
Illinois
$394K +$103K +1,884 +36%
AAS
1443
Annex Advisory Services
Wisconsin
$392K +$118K +2,149 +43%
CCG
1444
Chatham Capital Group
Georgia
$390K +$28.7K +524 +8%
WCM
1445
Weatherstone Capital Management
Colorado
$390K +$61.1K +1,085 +19%
CL
1446
Croft-Leominster
Maryland
$389K +$34.5K +628 +10%
OWP
1447
Obermeyer Wealth Partners
Colorado
$387K – – –
FAG
1448
Financial Advisory Group
Texas
$383K +$274 +5 +0.1%
MWM
1449
Modera Wealth Management
New Jersey
$383K +$11.3K +205 +3%
FLAM
1450
First Light Asset Management
Minnesota
$380K – – –
56 57
58
59 60