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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 %
PHAM
1501
Palisades Hudson Asset Management
Florida
$226K +$226K +4,178 New
MAM
1502
Marquette Asset Management
Minnesota
$225K +$225K +4,153 New
Rafferty Asset Management
1503
Rafferty Asset Management
New York
$225K +$225K +4,160 New
LC
1504
Lilley & Co
Michigan
$224K +$224K +4,143 New
JWM
1505
Jacobus Wealth Management
Wisconsin
$223K – – –
LCM
1506
Liberty Capital Management
Michigan
$220K +$220K +4,064 New
GIM
1507
Greenwich Investment Management
Connecticut
$219K +$219K +4,056 New
IMOV
1508
Investment Management of Virginia
Virginia
$219K +$219K +4,058 New
LBC
1509
Lawrence B. Cohen
$218K -$31.8K -587 -13%
JT
1510
Jump Trading
Illinois
$218K +$218K +4,017 New
EWM
1511
Empirical Wealth Management
Washington
$218K +$218K +4,017 New
PAS
1512
Partnervest Advisory Services
California
$217K -$113K -2,095 -34%
GWM
1513
Greenwich Wealth Management
Connecticut
$215K -$17.1K -315 -7%
BCM
1514
Bares Capital Management
Texas
$215K +$215K +3,976 New
KA
1515
Kovack Advisors
Florida
$213K -$42.1K -833 -17%
BCM
1516
Breithorn Capital Management
New York
$213K +$213K +3,930 New
SIM
1517
Sterling Investment Management
Arizona
$210K -$17.1K -315 -8%
AT
1518
Arvest Trust
Oklahoma
$207K +$207K +3,702 New
RFA
1519
Reilly Financial Advisors
California
$206K -$6.29K -116 -3%
SG
1520
Somerset Group
Minnesota
$205K +$205K +3,786 New
ICOM
1521
Investment Counselors of Maryland
Maryland
$204K – – –
SMG
1522
Spectrum Management Group
Indiana
$204K – – –
VAS
1523
Valicenti Advisory Services
New York
$204K +$204K +3,761 New
CW
1524
Cobiz Wealth
Colorado
$204K +$204K +3,770 New
LWA
1525
Lenox Wealth Advisors
New York
$203K -$15.2K -283 -7%
59 60
61
62 63