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Merck
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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 %
BLAM
1476
Bourne Lent Asset Management
New York
$343K – – –
MIC
1477
MU Investments Company
Japan
$339K – – –
KWMG
1478
King Wealth Management Group
Florida
$339K +$19.5K +388 +6%
JWM
1479
Jacobus Wealth Management
Wisconsin
$336K +$67.8K +1,342 +25%
LFA
1480
Landmark Financial Advisors
Kentucky
$335K -$18.5K -367 -5%
SCM
1481
SOL Capital Management
Maryland
$335K -$7.93K -157 -2%
AA
1482
Apriem Advisors
California
$335K +$31.7K +629 +10%
HHGA
1483
Halbert Hargrove Global Advisors
California
$334K -$47.6K -943 -12%
BC
1484
Blackhill Capital
New Jersey
$333K – – –
ACH
1485
ArrowMark Colorado Holdings
Colorado
$333K – – –
MPIA
1486
Mountain Pacific Investment Advisers
Idaho
$332K – – –
FHB
1487
First Hawaiian Bank
Hawaii
$329K -$906 -18 -0.3%
FM
1488
Foster & Motley
Ohio
$327K +$10.8K +215 +3%
WCM
1489
Weatherstone Capital Management
Colorado
$326K -$4.29K -85 -1%
CP
1490
Camelot Portfolios
Ohio
$325K -$151K -2,986 -32%
MGIA
1491
Moneta Group Investment Advisors
Missouri
$325K – – –
PCM
1492
Pointe Capital Management
Michigan
$325K +$6.56K +130 +2%
AFWA
1493
Ancora Family Wealth Advisors
Ohio
$324K – – –
OWP
1494
Obermeyer Wealth Partners
Colorado
$323K – – –
GAAM
1495
Guinness Atkinson Asset Management
California
$322K – – –
MIC
1496
Meridian Investment Counsel
California
$320K +$26.7K +529 +9%
CA
1497
Corrado Advisors
New Jersey
$319K -$42.3K -838 -12%
BOS
1498
Bank of Stockton
California
$319K +$25.4K +504 +9%
GC
1499
Garde Capital
Washington
$319K +$319K +6,327 New
ACM
1500
Armbruster Capital Management
New York
$318K -$23.6K -466 -7%
58 59
60
61 62