MRK icon

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 %
WAM
1526
Weatherly Asset Management
California
$442K -$129K -2,298 -23%
AAP
1527
Ardsley Advisory Partners
Connecticut
$442K +$442K +7,860 New
SPC
1528
Stewart & Patten Company
California
$439K -$137K -2,449 -24%
FM
1529
Foster & Motley
Ohio
$439K +$77.9K +1,387 +22%
PTB
1530
Pioneer Trust Bank
Oregon
$438K – – –
AA
1531
Apriem Advisors
California
$438K +$40.5K +721 +10%
RI
1532
Ridgewood Investments
New Jersey
$438K +$438K +7,802 New
PMFA
1533
Plante Moran Financial Advisors
Michigan
$437K +$63.1K +1,124 +17%
CPA
1534
Capital Planning Advisors
California
$436K -$1.05M -18,647 -71%
MIHAS
1535
Maj Invest Holding A/S
Denmark
$436K – – –
MCM
1536
McRae Capital Management
New Jersey
$435K -$2.42K -43 -0.6%
DWM
1537
Destination Wealth Management
California
$435K +$117K +2,090 +37%
PAS
1538
Professional Advisory Services
Florida
$434K – – –
AIM
1539
Aspen Investment Management
Michigan
$433K – – –
KWMG
1540
King Wealth Management Group
Florida
$433K +$66.2K +1,179 +18%
SMC
1541
Smith, Moore & Co
Missouri
$432K -$61.7K -1,098 -13%
FPFS
1542
First Personal Financial Services
North Carolina
$432K -$22.4K -399 -5%
CBA
1543
Coastal Bridge Advisors
Connecticut
$432K +$2.41K +43 +0.6%
SAA
1544
Southeast Asset Advisors
Georgia
$431K +$843 +15 +0.2%
MSTVIM
1545
Messner & Smith Theme Value Investment Management
California
$431K +$431K +7,677 New
SFS
1546
Summit Financial Strategies
Ohio
$429K -$38.3K -681 -8%
BLAM
1547
Bourne Lent Asset Management
New York
$429K +$47.1K +839 +12%
BFPW
1548
BOK Financial Private Wealth
Colorado
$428K -$46.1K -820 -10%
BHTS
1549
Bar Harbor Trust Services
Maine
$427K +$14.7K +262 +4%
BRM
1550
Boston Research & Management
Massachusetts
$426K – – –
60 61
62
63 64