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Merck
MRK

Overview Fund Activity

1,720 hedge funds and large institutions have $121B invested in Merck in 2014 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 669 increasing their positions, 636 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,720
Holders Change
+104
Holders Change %
+6.44%
% of All Funds
45.9%
Holding in Top 10
111
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-24.49%
% of All Funds
2.96%
New
180
Increased
669
Reduced
636
Closed
61
Calls
$808M
Puts
$1.28B
Net Calls
-$470M
Net Calls Change
-$471M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$500M
2
CS
Credit Suisse
Switzerland
+$446M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$378M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$191M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$838M
2
Jennison Associates
Jennison Associates
New York
-$745M
3
Deutsche Bank
Deutsche Bank
Germany
-$597M
4
Franklin Resources
Franklin Resources
California
-$523M
5
Capital World Investors
Capital World Investors
California
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBWM
1526
Hollow Brook Wealth Management
New York
$273K – – –
MCWS
1527
McKinley Carter Wealth Services
West Virginia
$273K +$16.7K +308 +7%
DLHL
1528
Donald L. Hagan LLC
Florida
$273K +$273K +5,042 New
RCG
1529
Ruane, Cunniff & Goldfarb
New York
$272K – – –
CFA
1530
CT Financial Advisors
Pennsylvania
$271K +$271K +5,009 New
AAS
1531
Annex Advisory Services
Wisconsin
$271K +$271K +4,997 New
KAH
1532
Kathryn A. Hall
$267K +$267K +4,926 New
HCM
1533
Hilton Capital Management
New York
$264K +$5.53K +102 +2%
CCM
1534
Condor Capital Management
New Jersey
$264K +$5.95K +110 +2%
FPCP
1535
Fort Point Capital Partners
California
$264K +$264K +4,873 New
CC
1536
Cornerstone Capital
California
$263K – – –
EA
1537
Emerald Advisers
Pennsylvania
$263K +$32.3K +597 +14%
QT
1538
Quantbot Technologies
New York
$262K -$4M -73,948 -94%
PFS
1539
Prospera Financial Services
Texas
$262K -$83.3K -1,534 -24%
FBFS
1540
First Business Financial Services
Wisconsin
$259K -$41.2K -760 -14%
TC
1541
Telemus Capital
Michigan
$259K +$542 +10 +0.2%
CAW
1542
Cornerstone Advisors (Washington)
Washington
$258K +$7.74K +143 +3%
SAM
1543
SignalPoint Asset Management
Missouri
$257K -$2.54K -47 -1%
KCPG
1544
Kavar Capital Partners Group
Kansas
$257K – – –
HA
1545
Halsey Associates
Connecticut
$256K +$758 +14 +0.3%
USGIU
1546
U.S. Global Investors (USGI)
Texas
$256K +$256K +4,716 New
NES
1547
New England Securities
New York
$255K -$180K -3,319 -41%
HR
1548
Howe & Rusling
New York
$255K -$19.4K -358 -7%
SAS
1549
Spectrum Advisory Services
Georgia
$255K – – –
PCMC
1550
Paragon Capital Management (Colorado)
Colorado
$254K -$11.3K -209 -4%
60 61
62
63 64