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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 %
WCM
1451
Windsor Capital Management
Arizona
$379K +$71.3K +1,300 +23%
WCM
1452
Westend Capital Management
California
$376K – – –
MIC
1453
Meridian Investment Counsel
California
$375K – – –
RVP
1454
Relative Value Partners
Illinois
$374K – – –
MCWS
1455
McKinley Carter Wealth Services
West Virginia
$374K +$98.3K +1,794 +36%
AR
1456
Advisory Research
Illinois
$373K +$8.73K +159 +2%
BLAM
1457
Bourne Lent Asset Management
New York
$373K +$373K +6,798 New
HPBT
1458
High Point Bank & Trust
North Carolina
$372K – – –
AAM
1459
Azzad Asset Management
Virginia
$369K +$18.5K +337 +5%
PWMAG
1460
Pinnacle Wealth Management Advisory Group
New Jersey
$368K +$11.9K +217 +3%
HJA
1461
Hugh Johnson Advisors
New York
$367K -$3.23M -59,000 -90%
ESBC
1462
E.S. Barr & Co
Kentucky
$365K -$13.4K -244 -4%
AI
1463
Accredited Investors
Minnesota
$364K – – –
SSG
1464
Summit Securities Group
New York
$363K -$1.38M -25,256 -79%
V
1465
ValueWorks
New York
$362K -$22.2K -405 -6%
KWMG
1466
King Wealth Management Group
Florida
$361K -$17.2K -314 -5%
ACH
1467
ArrowMark Colorado Holdings
Colorado
$361K – – –
BC
1468
Blackhill Capital
New Jersey
$361K – – –
DFIM
1469
Detwiler Fenton Investment Management
Massachusetts
$361K +$47K +855 +15%
ST
1470
Sentinel Trust
Texas
$360K -$8.17K -149 -2%
SRC
1471
Stone Run Capital
New York
$358K – – –
S
1472
SignatureFD
Georgia
$357K +$14.1K +258 +4%
KIG
1473
Kovitz Investment Group
Illinois
$353K -$5.31K -97 -1%
PSC
1474
Prentiss Smith & Co
Vermont
$353K +$40.3K +733 +13%
UAS
1475
United Asset Strategies
New York
$351K -$4.61K -81 -1%
57 58
59
60 61