MRK icon

Merck
MRK

Overview Fund Activity

1,618 hedge funds and large institutions have $127B invested in Merck in 2014 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 615 increasing their positions, 677 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,618
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
46.53%
Holding in Top 10
140
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.76%
% of All Funds
4.03%
New
85
Increased
615
Reduced
677
Closed
58
Calls
$849M
Puts
$749M
Net Calls
+$101M
Net Calls Change
-$177M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.28B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$332M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$307M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$300M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
2
IIS
Ignis Investment Services
United Kingdom
-$311M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$266M
5
State Street
State Street
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1476
Cornerstone Capital
California
$268K – – –
RCG
1477
Ruane, Cunniff & Goldfarb
New York
$267K +$11.6K +209 +5%
MHS
1478
M Holdings Securities
Oregon
$265K +$265K +4,791 New
VST
1479
Van Strum & Towne
California
$263K -$13.9K -251 -5%
HCM
1480
Hilton Capital Management
New York
$263K -$5.08K -92 -2%
CCM
1481
Condor Capital Management
New Jersey
$263K +$14.9K +269 +6%
KCPG
1482
Kavar Capital Partners Group
Kansas
$262K – – –
LWA
1483
Lenox Wealth Advisors
New York
$262K +$52.7K +950 +25%
SAS
1484
Spectrum Advisory Services
Georgia
$260K -$28.9K -524 -10%
HA
1485
Halsey Associates
Connecticut
$260K +$719 +13 +0.3%
CAW
1486
Cornerstone Advisors (Washington)
Washington
$258K – – –
SC
1487
Saturna Capital
Washington
$257K – – –
ECAM
1488
East Coast Asset Management
Massachusetts
$257K – – –
LNC
1489
Lincoln National Corp
Pennsylvania
$257K +$12.7K +231 +5%
LD
1490
Lipe & Dalton
New York
$256K – – –
HR
1491
Howe & Rusling
New York
$255K -$2.93K -53 -1%
PAMG
1492
Patton Albertson Miller Group
Tennessee
$255K +$3.85K +70 +2%
AP
1493
Atwood & Palmer
Missouri
$254K -$226K -4,085 -47%
GRQ
1494
Gardner Russo & Quinn
Pennsylvania
$254K -$8.68K -157 -3%
STB
1495
S&T Bank
Pennsylvania
$254K – – –
FAM
1496
Fiduciary Asset Management
Missouri
$252K – – –
WCA
1497
Westover Capital Advisors
Delaware
$246K -$2.87K -52 -1%
WCM
1498
Weatherstone Capital Management
Colorado
$245K – – –
RFA
1499
Reilly Financial Advisors
California
$245K +$33.2K +596 +16%
QAM
1500
QCI Asset Management
New York
$244K -$54.4K -985 -18%
58 59
60
61 62