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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 %
BIM
1501
Bridgecreek Investment Management
Oklahoma
$244K – – –
AL
1502
Agran Libbie
California
$240K – – –
KLWA
1503
Kelly Lawrence W & Associates
California
$231K -$5.77K -105 -2%
PHAM
1504
Palisades Hudson Asset Management
Florida
$231K – – –
RR
1505
Robotti Robert
$231K – – –
RAM
1506
Roanoke Asset Management
New Jersey
$230K -$14.5K -262 -6%
Rafferty Asset Management
1507
Rafferty Asset Management
New York
$229K -$773 -14 -0.3%
JWM
1508
Jacobus Wealth Management
Wisconsin
$227K – – –
GIM
1509
Greenwich Investment Management
Connecticut
$223K – – –
TT
1510
Tiedemann Trust
Delaware
$223K +$223K +4,057 New
LBC
1511
Lawrence B. Cohen
$222K – – –
FBA
1512
Front Barnett Associates
Illinois
$221K -$32.8K -594 -13%
DJSG
1513
D.J. St. Germain
Massachusetts
$220K -$11.2K -204 -5%
CCM
1514
Coldstream Capital Management
Washington
$219K -$23.6K -429 -10%
BCM
1515
Bares Capital Management
Texas
$219K – – –
SIM
1516
Sterling Investment Management
Arizona
$219K +$4.86K +88 +2%
LCM
1517
Liberty Capital Management
Michigan
$217K -$7.74K -140 -3%
BCM
1518
Breithorn Capital Management
New York
$217K – – –
EIA
1519
Edgemoor Investment Advisors
Maryland
$216K -$19.9K -361 -8%
CP
1520
Camelot Portfolios
Ohio
$215K +$215K +3,890 New
HIM
1521
Hillsdale Investment Management
Ontario, Canada
$214K -$63.6K -1,152 -23%
CG
1522
Colony Group
Massachusetts
$212K -$19.2K -347 -8%
SG
1523
Somerset Group
Minnesota
$209K – – –
CW
1524
Cobiz Wealth
Colorado
$208K -$332 -6 -0.2%
ICOM
1525
Investment Counselors of Maryland
Maryland
$208K – – –
59 60
61
62 63