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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 %
WCM
1451
Westend Capital Management
California
$372K – – –
SCA
1452
STALEY CAPITAL ADVISERS
Pennsylvania
$372K – – –
MIC
1453
Meridian Investment Counsel
California
$371K – – –
RVP
1454
Relative Value Partners
Illinois
$369K – – –
HPBT
1455
High Point Bank & Trust
North Carolina
$368K +$813 +15 +0.2%
MWM
1456
Modera Wealth Management
New Jersey
$367K -$80K -1,476 -18%
PTB
1457
Pioneer Trust Bank
Oregon
$367K – – –
AHC
1458
Adell Harriman & Carpenter
Texas
$366K +$17K +314 +5%
CIA
1459
Covington Investment Advisors
Pennsylvania
$366K +$14.5K +268 +4%
SRC
1460
Stone Run Capital
New York
$365K – – –
ST
1461
Sentinel Trust
Texas
$364K -$95.2K -1,756 -21%
AI
1462
Accredited Investors
Minnesota
$360K -$1.9K -35 -0.5%
AR
1463
Advisory Research
Illinois
$359K +$4.11K +76 +1%
ACH
1464
ArrowMark Colorado Holdings
Colorado
$357K -$681K -12,576 -66%
CCG
1465
Chatham Capital Group
Georgia
$357K – – –
BC
1466
Blackhill Capital
New Jersey
$357K +$73.1K +1,350 +26%
KIG
1467
Kovitz Investment Group
Illinois
$354K -$20.7K -383 -6%
RGC
1468
Roberts, Glore & Co
Illinois
$354K – – –
CCS
1469
Crosspoint Capital Strategies
California
$352K +$165K +3,050 +88%
EWA
1470
EP Wealth Advisors
California
$351K +$18.9K +349 +6%
PWMAG
1471
Pinnacle Wealth Management Advisory Group
New Jersey
$351K +$351K +6,484 New
CL
1472
Croft-Leominster
Maryland
$350K -$84.9K -1,565 -20%
WIL
1473
Winifred I. Li
$349K -$33.8K -624 -9%
VWM
1474
Vector Wealth Management
Minnesota
$348K +$37.4K +691 +12%
TAM
1475
Taurus Asset Management
New York
$347K -$63.1K -1,163 -15%
57 58
59
60 61