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Merck
MRK

Overview Fund Activity

1,721 hedge funds and large institutions have $119B invested in Merck in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 689 increasing their positions, 688 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+13
Holders Change %
+0.76%
% of All Funds
46.41%
Holding in Top 10
136
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.09%
% of All Funds
3.67%
New
105
Increased
689
Reduced
688
Closed
73
Calls
$935M
Puts
$990M
Net Calls
-$55.1M
Net Calls Change
-$276M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$510M
2
IFP
Independent Franchise Partners
United Kingdom
+$448M
3
MNA
Manning & Napier Advisors
New York
+$339M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$333M
5
O
OppenheimerFunds
New York
+$233M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$671M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$500M
3
Capital International Investors
Capital International Investors
California
-$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
5
State Street
State Street
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1501
Snow Capital Management
Pennsylvania
$306K – – –
AWM
1502
AllSquare Wealth Management
New York
$306K – – –
FWCM
1503
First Western Capital Management
California
$302K -$11.4K -210 -4%
AHC
1504
Adell Harriman & Carpenter
Texas
$299K -$102K -1,886 -26%
CIC
1505
Cornercap Investment Counsel
Georgia
$298K +$597 +11 +0.2%
SAM
1506
SignalPoint Asset Management
Missouri
$294K – – –
RPA
1507
Rock Point Advisors
Vermont
$294K +$294K +5,417 New
WIS
1508
Wright Investors Service
Connecticut
$292K +$292K +5,372 New
HFS
1509
Haverford Financial Services
Pennsylvania
$286K -$28.9K -532 -9%
KCM
1510
KSA Capital Management
New Jersey
$285K +$285K +5,240 New
PCTC
1511
Perkins Coie Trust Company
Washington
$280K +$103K +1,893 +58%
SFM
1512
Signet Financial Management
New Jersey
$280K +$280K +5,158 New
GCA
1513
Guardian Capital Advisors
Ontario, Canada
$279K -$79.9K -1,439 -22%
ANTB
1514
AMG National Trust Bank
Colorado
$278K -$871K -16,001 -76%
EGM
1515
Engineers Gate Manager
New York
$278K -$716K -13,178 -72%
CFA
1516
Capstone Financial Advisors
Illinois
$275K -$114K -2,107 -29%
DLHL
1517
Donald L. Hagan LLC
Florida
$274K – – –
KLWA
1518
Kelly Lawrence W & Associates
California
$273K +$56.8K +1,048 +26%
CFA
1519
CT Financial Advisors
Pennsylvania
$272K – – –
RCG
1520
Ruane, Cunniff & Goldfarb
New York
$272K – – –
TCB
1521
Texas Capital Bancshares
Texas
$271K -$20.7K -382 -7%
FBFS
1522
First Business Financial Services
Wisconsin
$270K – – –
MFBTD
1523
MB Financial Bank - Trust Department
Illinois
$268K -$51.5K -948 -16%
HCM
1524
Hilton Capital Management
New York
$267K -$6.56K -121 -2%
BFM
1525
Boothbay Fund Management
New York
$266K -$30.8K -566 -10%
59 60
61
62 63