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Merck
MRK

Overview Fund Activity

2,051 hedge funds and large institutions have $141B invested in Merck in 2018 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 754 increasing their positions, 898 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,051
Holders Change
+39
Holders Change %
+1.94%
% of All Funds
46.97%
Holding in Top 10
142
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+24.56%
% of All Funds
3.25%
New
117
Increased
754
Reduced
898
Closed
61
Calls
$1.4B
Puts
$1.12B
Net Calls
+$284M
Net Calls Change
+$173M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.5B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$570M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$544M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$319M
5
TP
Third Point
New York
+$319M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.26B
2
Franklin Resources
Franklin Resources
California
-$336M
3
IFP
Independent Franchise Partners
United Kingdom
-$308M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$285M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
1501
New England Private Wealth Advisors
Massachusetts
$650K -$34.9K -517 -5%
BCM
1502
Breiter Capital Management
Florida
$650K -$21.5K -317 -3%
ECM
1503
Elgethun Capital Management
South Dakota
$650K – – –
BWP
1504
BSW Wealth Partners
Colorado
$650K +$235K +3,467 +56%
VA
1505
Valmark Advisers
Ohio
$649K +$203 +3 +0%
MC
1506
Miles Capital
Iowa
$646K +$132K +1,948 +26%
GHAM
1507
Gilman Hill Asset Management
Connecticut
$645K -$94.6K -1,397 -13%
HPWM
1508
Highland Private Wealth Management
Washington
$645K +$6.77K +100 +1%
DIM
1509
DC Investments Management
Virginia
$639K -$21.7K -320 -3%
HCM
1510
Hall Capital Management
Rhode Island
$639K -$9.95K -147 -2%
AOWM
1511
Alpha Omega Wealth Management
Virginia
$637K -$23K -340 -3%
JFA
1512
JNBA Financial Advisors
Minnesota
$637K +$433K +6,400 +213%
FM
1513
Foster & Motley
Ohio
$633K -$7.37K -109 -1%
WPW
1514
Waldron Private Wealth
Pennsylvania
$633K +$211K +3,127 +50%
MKC
1515
M. Kraus & Co
Vermont
$628K +$70.9K +1,048 +13%
WP
1516
WealthPLAN Partners
Nebraska
$626K +$10.1K +141 +2%
HFA
1517
Huber Financial Advisors
Illinois
$623K +$3.93K +58 +0.6%
DC
1518
DeDora Capital
California
$622K +$189K +2,799 +44%
CCM
1519
Cox Capital Management
Massachusetts
$621K – – –
OA
1520
Oxbow Advisors
Texas
$620K -$136K -2,013 -18%
VIA
1521
Vantage Investment Advisors
Pennsylvania
$618K +$37.8K +591 +7%
AEPG
1522
American Economic Planning Group
New Jersey
$618K +$139K +2,059 +29%
NB
1523
Nicolet Bankshares
Wisconsin
$612K -$12.6K -186 -2%
BBI
1524
Baxter Bros Inc
Connecticut
$610K -$35.4K -523 -5%
AWM
1525
Avior Wealth Management
Nebraska
$610K -$19.4K -288 -3%
59 60
61
62 63