MRK icon

Merck
MRK

Overview Fund Activity

1,564 hedge funds and large institutions have $109B invested in Merck in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 580 increasing their positions, 627 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+96
Holders Change %
+6.54%
% of All Funds
45.43%
Holding in Top 10
113
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.42%
% of All Funds
3.28%
New
187
Increased
580
Reduced
627
Closed
70
Calls
$1.39B
Puts
$953M
Net Calls
+$434M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$8.46B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$7.71B
3
Jennison Associates
Jennison Associates
New York
$607M
4
Deutsche Bank
Deutsche Bank
Germany
$1.27B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$351M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.67B
2
BA
BlackRock Advisors
Delaware
$976M
3
Bank of America
Bank of America
North Carolina
$904M
4
Franklin Resources
Franklin Resources
California
$4.09B
5
Fidelity International
Fidelity International
Bermuda
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1501
Nelson Capital Management
California
$123K – – –
FA
1502
Friess Associates
Delaware
$120K +$5.01K +105 +4%
RG
1503
Redmile Group
California
$120K +$25K +524 +26%
AW
1504
Alpha Windward
Massachusetts
$119K +$1.9K +40 +2%
ZTNA
1505
Zions Trust National Association
Utah
$115K -$34.3K -722 -23%
CFA
1506
Camarda Financial Advisors
Florida
$110K -$26.7K -560 -20%
TDC
1507
Thompson Davis & Co
Virginia
$110K +$110K +2,305 New
PFO
1508
Pathstone Family Office
New Jersey
$101K +$82.3K +1,725 +440%
S
1509
SignatureFD
Georgia
$99K +$53.3K +1,115 +117%
SA
1510
SRH Advisors
Kansas
$99K +$99K +2,081 New
GA
1511
Glenhill Advisors
New York
$98K -$2.94M -61,250 -97%
CEMP
1512
Compass Efficient Model Portfolios
Tennessee
$98K +$30.1K +629 +44%
CAL
1513
Capital Advisors Ltd
Ohio
$97K +$97K +2,026 New
HCP
1514
Holt Capital Partners
Texas
$95K +$95K +1,991 New
JFA
1515
JNBA Financial Advisors
Minnesota
$86K +$25.3K +527 +42%
FMB
1516
Field & Main Bank
Kentucky
$82K +$82K +1,720 New
PCTC
1517
Perkins Coie Trust Company
Washington
$80K +$80K +1,677 New
FNBSF
1518
First National Bank Sioux Falls
South Dakota
$74K – – –
LWM
1519
LBA Wealth Management
Florida
$71K +$71K +1,497 New
GAAM
1520
Guinness Atkinson Asset Management
California
$70K +$13K +272 +23%
MUMSS
1521
Mitsubishi UFJ Morgan Stanley Securities
Japan
$69K +$36K +754 +109%
RIA
1522
Regal Investment Advisors
Michigan
$67K -$109K -2,285 -62%
SCG
1523
Strategic Capital Group
Washington
$66K – – –
ST
1524
Spot Trading
Illinois
$61K +$61K +1,286 New
AC
1525
Alexandria Capital
Virginia
$57K +$1.85K +39 +3%
59 60
61
62 63