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Merck
MRK

Overview Fund Activity

1,918 hedge funds and large institutions have $130B invested in Merck in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 791 increasing their positions, 802 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,918
Holders Change
-2
Holders Change %
-0.1%
% of All Funds
47.89%
Holding in Top 10
116
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.94%
% of All Funds
2.9%
New
78
Increased
791
Reduced
802
Closed
67
Calls
$1.4B
Puts
$1.05B
Net Calls
+$342M
Net Calls Change
-$259M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$454M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$272M
3
Goldman Sachs
Goldman Sachs
New York
+$222M
4
Capital International Investors
Capital International Investors
California
+$220M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$192M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$417M
2
Invesco
Invesco
Georgia
-$286M
3
State Street
State Street
Massachusetts
-$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$149M
5
Sanders Capital
Sanders Capital
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
1426
JFS Wealth Advisors
Pennsylvania
$674K +$80K +1,310 +13%
PFS
1427
Physicians Financial Services
North Carolina
$672K – – –
AEPG
1428
American Economic Planning Group
New Jersey
$672K +$187K +3,055 +38%
EIM
1429
Essex Investment Management
Massachusetts
$671K -$687K -11,239 -51%
ATC
1430
Adirondack Trust Company
New York
$670K -$38.4K -629 -5%
AB
1431
AT Bancorp
Iowa
$667K – – –
FIM
1432
Fruth Investment Management
Texas
$666K -$25.7K -420 -4%
WA
1433
Wheatland Advisors
Pennsylvania
$666K – – –
JGIA
1434
Jackson Grant Investment Advisers
Connecticut
$663K +$68.3K +1,119 +11%
VNA
1435
Valley National Advisers
Pennsylvania
$660K +$9.9K +162 +2%
FM
1436
Foster & Motley
Ohio
$658K -$13.6K -223 -2%
LGC
1437
Laurel Grove Capital
California
$658K – – –
ACM
1438
Alethea Capital Management
Washington
$657K – – –
TCM
1439
Traynor Capital Management
Pennsylvania
$655K +$3.19K +52 +0.5%
CWM
1440
Concentric Wealth Management
California
$651K +$673 +11 +0.1%
AWCI
1441
Alpine Woods Capital Investors
New York
$647K – – –
AC
1442
Alexandria Capital
Virginia
$647K – – –
AIM
1443
Avity Investment Management
Connecticut
$641K – – –
LC
1444
LCNB Corp
Ohio
$641K +$20.9K +341 +3%
BCM
1445
Boltwood Capital Management
California
$640K – – –
BC
1446
Birchview Capital
Vermont
$640K – – –
LCM
1447
Lee Capital Management
New York
$640K – – –
LPT
1448
Legacy Private Trust
Wisconsin
$638K -$31.7K -519 -5%
PP
1449
PagnatoKarp Partners
Virginia
$633K +$35.1K +570 +6%
KWM
1450
Kingsview Wealth Management
Oregon
$624K +$69.8K +1,143 +13%
56 57
58
59 60