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Merck
MRK

Overview Fund Activity

1,739 hedge funds and large institutions have $107B invested in Merck in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 753 increasing their positions, 672 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-12
Holders Change %
-0.69%
% of All Funds
46.41%
Holding in Top 10
105
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.96%
% of All Funds
2.8%
New
96
Increased
753
Reduced
672
Closed
83
Calls
$693M
Puts
$769M
Net Calls
-$76.2M
Net Calls Change
-$112M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$316M
2
LSV Asset Management
LSV Asset Management
Illinois
+$259M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
4
Capital World Investors
Capital World Investors
California
+$183M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$167M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$199M
2
IG
ING Group
Netherlands
-$177M
3
State Street
State Street
Massachusetts
-$173M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$168M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1526
FormulaFolio Investments
Michigan
$293K -$14.9K -296 -5%
TCCM
1527
Timber Creek Capital Management
Massachusetts
$291K – – –
IIM
1528
Ironwood Investment Management
Massachusetts
$291K – – –
BC
1529
Banced Corp
Illinois
$289K -$18.3K -363 -6%
SCA
1530
STALEY CAPITAL ADVISERS
Pennsylvania
$289K -$15.9K -314 -5%
EWM
1531
Elite Wealth Management
Washington
$289K +$39K +774 +16%
BIM
1532
Baldwin Investment Management
Pennsylvania
$288K -$261K -5,167 -48%
PMFA
1533
Plante Moran Financial Advisors
Michigan
$288K -$49.7K -983 -15%
VFA
1534
Virtus Fund Advisers
Connecticut
$287K -$28.4M -558,912 -99%
DJSG
1535
D.J. St. Germain
Massachusetts
$287K +$10K +199 +4%
RWG
1536
Regal Wealth Group
California
$286K +$51 +1 +0%
AIM
1537
Assured Investment Management
New York
$284K +$284K +5,625 New
ACM
1538
Argentus Capital Management
Texas
$283K +$202K +3,998 +250%
RIA
1539
Regal Investment Advisors
Michigan
$281K -$13.4K -266 -5%
B
1540
Bailard
California
$279K +$279K +5,531 New
HPWM
1541
Highland Private Wealth Management
Washington
$278K +$278K +5,518 New
RPA
1542
Rock Point Advisors
Vermont
$276K +$4.79K +95 +2%
AFP
1543
Ausdal Financial Partners
Iowa
$276K +$10.1K +200 +4%
JGIA
1544
Jackson Grant Investment Advisers
Connecticut
$275K +$12.6K +249 +5%
ZAM
1545
Zevin Asset Management
Massachusetts
$273K +$8.58K +170 +3%
FM
1546
Family Management
New York
$272K -$1.27M -25,211 -82%
TC
1547
Trust Company
Kansas
$272K -$7.93K -157 -3%
AIMCA
1548
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$270K – – –
GCA
1549
Guardian Capital Advisors
Ontario, Canada
$267K +$9.52K +183 +4%
DAM
1550
Deimos Asset Management
New York
$265K +$265K +5,240 New
60 61
62
63 64