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Merck
MRK

Overview Fund Activity

1,907 hedge funds and large institutions have $120B invested in Merck in 2016 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 747 increasing their positions, 733 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+98
Holders Change %
+5.42%
% of All Funds
47.75%
Holding in Top 10
119
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-30.81%
% of All Funds
2.98%
New
205
Increased
747
Reduced
733
Closed
77
Calls
$1.26B
Puts
$1.47B
Net Calls
-$215M
Net Calls Change
-$53.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$595M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
3
Asset Management One
Asset Management One
Japan
+$260M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$248M
5
State Street
State Street
Massachusetts
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$686M
3
AIG
American International Group
New York
-$467M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$302M
5
MTB
Mizuho Trust & Banking
Japan
-$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
1501
New England Private Wealth Advisors
Massachusetts
$488K +$1.19K +21 +0.2%
ACM
1502
Alethea Capital Management
Washington
$486K – – –
HIIFS
1503
Harel Insurance Investments & Financial Services
Israel
$483K -$33.2K -592 -6%
MGIA
1504
Moneta Group Investment Advisors
Missouri
$481K +$122K +2,178 +34%
JWBC
1505
J.W. Burns & Co
New York
$480K -$54.7K -973 -10%
CCM
1506
Carderock Capital Management
Maryland
$480K – – –
ECM
1507
Elgethun Capital Management
South Dakota
$476K +$476K +8,473 New
GWM
1508
GSB Wealth Management
Connecticut
$474K +$474K +8,436 New
CCA
1509
Conestoga Capital Advisors
Pennsylvania
$471K – – –
CWP
1510
Capital Wealth Planning
Florida
$471K – – –
DE
1511
Day & Ennis
Georgia
$469K +$10.6K +188 +2%
CHP
1512
Cable Hill Partners
Oregon
$468K -$22.4K -399 -5%
DAS
1513
Dynamic Advisor Solutions
Arizona
$468K +$10.6K +189 +2%
RFCA
1514
R&F Capital Advisors
New York
$466K +$466K +8,288 New
GS
1515
Girard Securities
California
$465K +$44.3K +788 +11%
CWM
1516
Cornerstone Wealth Management
Missouri
$463K +$9.43K +164 +2%
SFFS
1517
Stonehage Fleming Financial Services
Jersey
$462K -$311K -5,529 -40%
LCM
1518
Lucas Capital Management
New Jersey
$462K – – –
CAM
1519
Close Asset Management
United Kingdom
$462K +$462K +8,217 New
WG
1520
Welch Group
Alabama
$461K -$8.93K -159 -2%
HEIP
1521
Hudson Edge Investment Partners
New Jersey
$459K -$5.9K -105 -1%
First Eagle Investment Management
1522
First Eagle Investment Management
New York
$459K – – –
CP
1523
Camelot Portfolios
Ohio
$456K – – –
CHC
1524
City Holding Co
West Virginia
$455K +$181K +3,222 +66%
SWA
1525
Sutton Wealth Advisors
Florida
$454K -$15.2K -270 -3%
59 60
61
62 63