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Merck
MRK

Overview Fund Activity

1,600 hedge funds and large institutions have $125B invested in Merck in 2014 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 595 increasing their positions, 702 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,600
Holders Change
+36
Holders Change %
+2.3%
% of All Funds
46.24%
Holding in Top 10
147
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+30.09%
% of All Funds
4.25%
New
115
Increased
595
Reduced
702
Closed
63
Calls
$1.01B
Puts
$731M
Net Calls
+$277M
Net Calls Change
-$157M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$636M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$260M
5
Capital World Investors
Capital World Investors
California
+$258M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$502M
2
Franklin Resources
Franklin Resources
California
-$437M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$406M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$379M
5
State Street
State Street
Massachusetts
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
1476
Ruane, Cunniff & Goldfarb
New York
$250K +$18.9K +350 +8%
FBA
1477
Front Barnett Associates
Illinois
$249K – – –
DAS
1478
Dynamic Advisor Solutions
Arizona
$248K +$17.3K +318 +7%
FAM
1479
Fiduciary Asset Management
Missouri
$247K -$53.9K -995 -18%
PAMG
1480
Patton Albertson Miller Group
Tennessee
$247K -$757 -14 -0.3%
EAM
1481
Evanson Asset Management
California
$246K +$3.14K +58 +1%
WCA
1482
Westover Capital Advisors
Delaware
$245K – – –
MIU
1483
Man Investments (UK)
United Kingdom
$245K +$245K +4,518 New
USGIU
1484
U.S. Global Investors (USGI)
Texas
$244K +$244K +4,506 New
CCM
1485
Condor Capital Management
New Jersey
$243K -$5.3K -98 -2%
LD
1486
Lipe & Dalton
New York
$243K +$243K +4,636 New
RAM
1487
Roanoke Asset Management
New Jersey
$240K -$4.55K -84 -2%
LNC
1488
Lincoln National Corp
Pennsylvania
$240K +$240K +4,432 New
CCM
1489
Coldstream Capital Management
Washington
$239K -$69.6K -1,282 -23%
BIM
1490
Bridgecreek Investment Management
Oklahoma
$239K – – –
NI
1491
Numeric Investors
Massachusetts
$238K +$238K +4,402 New
WCM
1492
Weatherstone Capital Management
Colorado
$237K – – –
AL
1493
Agran Libbie
California
$236K +$5.26K +97 +2%
KLWA
1494
Kelly Lawrence W & Associates
California
$233K +$17.6K +325 +8%
EIA
1495
Edgemoor Investment Advisors
Maryland
$232K – – –
MIC
1496
Meridian Investment Counsel
California
$228K -$1.47K -27 -0.6%
CG
1497
Colony Group
Massachusetts
$227K -$2.44K -45 -1%
DJSG
1498
D.J. St. Germain
Massachusetts
$227K – – –
RR
1499
Robotti Robert
$227K – – –
TA
1500
Teton Advisors
New York
$227K +$227K +4,192 New
58 59
60
61 62