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Merck
MRK

Overview Fund Activity

1,564 hedge funds and large institutions have $109B invested in Merck in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 580 increasing their positions, 627 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+96
Holders Change %
+6.54%
% of All Funds
45.43%
Holding in Top 10
113
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.42%
% of All Funds
3.28%
New
187
Increased
580
Reduced
627
Closed
70
Calls
$1.39B
Puts
$953M
Net Calls
+$434M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$586M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$477M
3
Jennison Associates
Jennison Associates
New York
+$463M
4
Deutsche Bank
Deutsche Bank
Germany
+$225M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$210M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
BA
BlackRock Advisors
Delaware
-$318M
3
Bank of America
Bank of America
North Carolina
-$308M
4
Franklin Resources
Franklin Resources
California
-$296M
5
Fidelity International
Fidelity International
Bermuda
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
1451
First American Trust
California
$218K -$25K -524 -10%
HR
1452
Howe & Rusling
New York
$218K +$55.7K +1,165 +34%
BGAM
1453
Boussard & Gavaudan Asset Management
United Kingdom
$217K +$217K +4,538 New
WCA
1454
Westover Capital Advisors
Delaware
$216K – – –
RAM
1455
Roanoke Asset Management
New Jersey
$215K – – –
GHA
1456
GW Henssler & Associates
Georgia
$214K -$17.5K -367 -8%
EAM
1457
Evanson Asset Management
California
$214K +$214K +4,489 New
WCM
1458
Weatherstone Capital Management
Colorado
$212K – – –
BIM
1459
Bridgecreek Investment Management
Oklahoma
$211K +$18.2K +381 +9%
NCM
1460
Novare Capital Management
North Carolina
$208K +$208K +4,346 New
AI
1461
Accredited Investors
Minnesota
$207K -$48.2K -1,005 -19%
TAM
1462
Trillium Asset Management
Massachusetts
$205K -$376K -7,872 -65%
GWM
1463
Greenwich Wealth Management
Connecticut
$204K -$6.73K -141 -3%
CAM
1464
Congress Asset Management
Massachusetts
$204K +$204K +4,263 New
RCG
1465
Ruane, Cunniff & Goldfarb
New York
$204K +$204K +4,271 New
EIA
1466
Edgemoor Investment Advisors
Maryland
$204K +$204K +4,276 New
DAS
1467
Dynamic Advisor Solutions
Arizona
$203K +$203K +4,252 New
AL
1468
Agran Libbie
California
$203K +$203K +4,252 New
MIC
1469
Meridian Investment Counsel
California
$202K +$202K +4,229 New
CG
1470
Colony Group
Massachusetts
$202K +$202K +4,230 New
CCM
1471
Compass Capital Management
Minnesota
$201K +$201K +4,198 New
SL
1472
Summitry LLC
California
$201K +$201K +4,213 New
SIM
1473
Sterling Investment Management
Arizona
$200K -$17.5K -367 -8%
RR
1474
Robotti Robert
$200K +$200K +4,192 New
DJSG
1475
D.J. St. Germain
Massachusetts
$200K +$200K +4,197 New
57 58
59
60 61