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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 %
AAM
1476
Azzad Asset Management
Virginia
$346K +$19.9K +367 +6%
CPA
1477
Capital Planning Advisors
California
$341K +$341K +6,288 New
DAC
1478
Dividend Assets Capital
South Carolina
$340K -$2.06K -38 -0.6%
CCM
1479
Cohen Capital Management
California
$339K – – –
UAS
1480
United Asset Strategies
New York
$339K +$8.35K +154 +3%
S
1481
SignatureFD
Georgia
$339K +$15.3K +282 +5%
BOS
1482
Bank of Stockton
California
$338K – – –
CA
1483
Capital Advantage
California
$331K +$271 +5 +0.1%
B
1484
Bailard
California
$330K +$8.41K +155 +3%
NYLT
1485
New York Life Trust
New York
$329K +$2.11K +39 +0.6%
MMG
1486
Monetary Management Group
Missouri
$328K -$22.7K -419 -6%
UFG
1487
United Fire Group
Iowa
$328K – – –
HKIM
1488
Hayek Kallen Investment Management
Alabama
$328K +$2.28K +42 +0.7%
MAA
1489
Mraz Amerine & Associates
California
$327K +$38.5K +709 +13%
CA
1490
Corrado Advisors
New Jersey
$326K – – –
LG
1491
Laidlaw Group
New York
$324K +$34.1K +629 +12%
DCM
1492
Donaldson Capital Management
Indiana
$322K +$35.1K +648 +12%
GWA
1493
Genesis Wealth Advisors
Massachusetts
$322K +$322K +5,765 New
I2I
1494
Insight 2811 Inc
Illinois
$320K -$60.7K -1,119 -16%
HFS
1495
Haverford Financial Services
Pennsylvania
$319K -$78.6K -1,450 -20%
Edgewood Management
1496
Edgewood Management
Connecticut
$318K – – –
VNA
1497
Valley National Advisers
Pennsylvania
$318K +$318K +6,649 New
WCM
1498
Weatherstone Capital Management
Colorado
$316K +$74.5K +1,375 +31%
IIM
1499
Ironwood Investment Management
Massachusetts
$314K – – –
AIC
1500
Atlantic Investment Company
Georgia
$314K +$314K +5,801 New
58 59
60
61 62