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Merck
MRK

Overview Fund Activity

1,721 hedge funds and large institutions have $119B invested in Merck in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 689 increasing their positions, 688 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+13
Holders Change %
+0.76%
% of All Funds
46.41%
Holding in Top 10
136
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.09%
% of All Funds
3.67%
New
105
Increased
689
Reduced
688
Closed
73
Calls
$935M
Puts
$990M
Net Calls
-$55.1M
Net Calls Change
-$276M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$510M
2
IFP
Independent Franchise Partners
United Kingdom
+$448M
3
MNA
Manning & Napier Advisors
New York
+$339M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$333M
5
O
OppenheimerFunds
New York
+$233M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$671M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$500M
3
Capital International Investors
Capital International Investors
California
-$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
5
State Street
State Street
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPAM
1426
Murphy Pohlad Asset Management
Minnesota
$392K – – –
SFM
1427
Signature Financial Management
Virginia
$391K -$9.45K -174 -2%
W
1428
Wealthquest
Ohio
$391K – – –
KA
1429
KLCM Advisors
Wisconsin
$385K -$5.17K -95 -1%
DFIM
1430
Detwiler Fenton Investment Management
Massachusetts
$383K +$25.7K +472 +7%
LFA
1431
Landmark Financial Advisors
Kentucky
$381K -$8.3K -153 -2%
SCM
1432
SOL Capital Management
Maryland
$380K -$26.1K -480 -6%
MWM
1433
Modera Wealth Management
New Jersey
$380K +$1.3K +24 +0.3%
WCM
1434
Weatherstone Capital Management
Colorado
$380K +$3.75K +69 +1%
AI
1435
Accredited Investors
Minnesota
$378K +$17.2K +315 +5%
FLAM
1436
First Light Asset Management
Minnesota
$376K – – –
WCM
1437
Westend Capital Management
California
$375K – – –
PMFA
1438
Plante Moran Financial Advisors
Michigan
$374K -$28.5K -524 -7%
MIC
1439
Meridian Investment Counsel
California
$372K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
1440
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$370K -$138K -2,538 -27%
RVPG
1441
Relative Value Partners Group
$370K +$370K +6,812 New
BLAM
1442
Bourne Lent Asset Management
New York
$369K – – –
CHJWM
1443
Carlton Hofferkamp & Jenks Wealth Management
Texas
$367K +$93.5K +1,703 +34%
S
1444
SignatureFD
Georgia
$365K +$11.5K +212 +3%
RCM
1445
Rotella Capital Management
Washington
$365K +$158K +2,903 +76%
EWA
1446
EP Wealth Advisors
California
$364K +$23.8K +438 +7%
AAM
1447
Azzad Asset Management
Virginia
$363K -$1.74K -32 -0.5%
ESBC
1448
E.S. Barr & Co
Kentucky
$361K – – –
HJA
1449
Hugh Johnson Advisors
New York
$360K -$3.69K -68 -1%
CICI
1450
Capital Investment Counsel Inc
North Carolina
$358K -$69.8K -1,285 -16%
56 57
58
59 60