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Merck
MRK

Overview Fund Activity

1,739 hedge funds and large institutions have $107B invested in Merck in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 753 increasing their positions, 672 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-12
Holders Change %
-0.69%
% of All Funds
46.41%
Holding in Top 10
105
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.96%
% of All Funds
2.8%
New
96
Increased
753
Reduced
672
Closed
83
Calls
$693M
Puts
$769M
Net Calls
-$76.2M
Net Calls Change
-$112M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$316M
2
LSV Asset Management
LSV Asset Management
Illinois
+$259M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
4
Capital World Investors
Capital World Investors
California
+$183M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$167M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$199M
2
IG
ING Group
Netherlands
-$177M
3
State Street
State Street
Massachusetts
-$173M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$168M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
1451
SSI Investment Management
California
$371K +$51 +1 +0%
RCM
1452
Reynolds Capital Management
Nevada
$370K -$148K -2,934 -29%
AIA
1453
Affinity Investment Advisors
California
$370K – – –
JMH
1454
J.M. Hartwell
New York
$369K – – –
EML
1455
Eos Management LP
New York
$369K – – –
GWM
1456
Gupta Wealth Management
California
$369K +$50.7K +1,004 +16%
VHAM
1457
Van Hulzen Asset Management
California
$365K -$24.2K -479 -6%
BHTS
1458
Bar Harbor Trust Services
Maine
$365K – – –
VWM
1459
Venturi Wealth Management
Texas
$365K +$365K +7,223 New
KLI
1460
Kelman-Lazarov Inc
Tennessee
$363K +$363K +7,086 New
SAM
1461
SignalPoint Asset Management
Missouri
$362K +$22.6K +448 +7%
ACI
1462
Alpha Cubed Investments
California
$359K -$5.22M -103,516 -94%
FC
1463
Fayerweather Charles
$359K – – –
BCCM
1464
Bridge Creek Capital Management
Massachusetts
$358K -$10.6K -210 -3%
EWA
1465
EP Wealth Advisors
California
$354K -$41.3K -819 -10%
RVPG
1466
Relative Value Partners Group
$354K +$10.6K +210 +3%
PAS
1467
Partnervest Advisory Services
California
$352K +$82.9K +1,640 +31%
FLAM
1468
First Light Asset Management
Minnesota
$350K – – –
CAM
1469
Concorde Asset Management
Michigan
$350K +$28.4K +564 +9%
MCM
1470
McKinley Capital Management
Alaska
$349K -$5.21K -103 -1%
SFFS
1471
Stonehage Fleming Financial Services
Jersey
$348K +$348K +6,886 New
WCM
1472
Westend Capital Management
California
$346K – – –
PFS
1473
Prospera Financial Services
Texas
$345K +$10.3K +204 +3%
HJA
1474
Hugh Johnson Advisors
New York
$345K +$15.8K +313 +5%
LNC
1475
Lincoln National Corp
Pennsylvania
$345K +$85.3K +1,691 +33%
57 58
59
60 61