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Merck
MRK

Overview Fund Activity

1,708 hedge funds and large institutions have $121B invested in Merck in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 720 increasing their positions, 656 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,708
Holders Change
-12
Holders Change %
-0.7%
% of All Funds
45.56%
Holding in Top 10
127
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.41%
% of All Funds
3.39%
New
91
Increased
720
Reduced
656
Closed
82
Calls
$1.09B
Puts
$866M
Net Calls
+$221M
Net Calls Change
+$692M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$814M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$527M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$394M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$188M
5
Bank of America
Bank of America
North Carolina
+$170M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$500M
2
Dodge & Cox
Dodge & Cox
California
-$469M
3
Franklin Resources
Franklin Resources
California
-$444M
4
Capital World Investors
Capital World Investors
California
-$366M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
1501
Ironwood Investment Management
Massachusetts
$316K -$1.43K -26 -0.4%
TCCM
1502
Timber Creek Capital Management
Massachusetts
$316K – – –
SIMM
1503
Stillwater Investment Management (Minnesota)
Minnesota
$316K +$934 +17 +0.3%
FWCM
1504
First Western Capital Management
California
$316K +$34.3K +626 +12%
CA
1505
Capital Advantage
California
$315K -$19.4K -354 -6%
SFPIA
1506
Stevens First Principles Investment Advisors
California
$313K +$230K +4,192 +276%
SCM
1507
Snow Capital Management
Pennsylvania
$309K – – –
AWM
1508
AllSquare Wealth Management
New York
$309K +$1.43K +26 +0.5%
NEPWA
1509
New England Private Wealth Advisors
Massachusetts
$305K +$72.3K +1,329 +31%
NCM
1510
Novare Capital Management
North Carolina
$304K +$5K +91 +2%
CIC
1511
Cornercap Investment Counsel
Georgia
$301K – – –
TFO
1512
Tarbox Family Office
California
$301K – – –
BFM
1513
Boothbay Fund Management
New York
$299K +$299K +5,458 New
MPIA
1514
Mountain Pacific Investment Advisers
Idaho
$298K +$17.4K +316 +6%
TCB
1515
Texas Capital Bancshares
Texas
$295K -$263K -4,801 -47%
SAM
1516
SignalPoint Asset Management
Missouri
$294K +$33.6K +612 +13%
GAAM
1517
Guinness Atkinson Asset Management
California
$294K +$139K +2,525 +89%
MWP
1518
Moller Wealth Partners
$293K – – –
TC
1519
Trust Company
Kansas
$293K +$293K +5,339 New
FM
1520
Family Management
New York
$289K – – –
HF
1521
HRT Financial
New York
$283K -$190K -3,464 -40%
IC
1522
InterOcean Capital
Illinois
$281K +$281K +5,122 New
HCM
1523
Hilton Capital Management
New York
$278K +$9.76K +177 +4%
DLHL
1524
Donald L. Hagan LLC
Florida
$277K – – –
CR
1525
Cooperatieve Rabobank
Netherlands
$277K +$277K +5,053 New
59 60
61
62 63