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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 %
EIA
1551
Edgemoor Investment Advisors
Maryland
$254K -$1.35K -25 -0.5%
BCM
1552
Blume Capital Management
California
$254K +$254K +4,691 New
VCM
1553
Vigilant Capital Management
Maine
$253K +$217K +4,014 +605%
ECAM
1554
East Coast Asset Management
Massachusetts
$252K – – –
SC
1555
Saturna Capital
Washington
$252K – – –
SSM
1556
Sound Shore Management
Connecticut
$250K -$227K -4,192 -48%
PAMG
1557
Patton Albertson Miller Group
Tennessee
$250K +$21.1K +390 +9%
SAMC
1558
Spectrum Asset Management (California)
California
$250K +$250K +4,611 New
IP
1559
Isthmus Partners
Wisconsin
$248K +$248K +4,576 New
FAM
1560
Fiduciary Asset Management
Missouri
$247K – – –
SAA
1561
Southeast Asset Advisors
Georgia
$246K -$25.6K -472 -9%
LNC
1562
Lincoln National Corp
Pennsylvania
$246K -$977 -18 -0.4%
GRQ
1563
Gardner Russo & Quinn
Pennsylvania
$246K – – –
MCM
1564
Mengis Capital Management
Oregon
$246K +$246K +4,553 New
NBC
1565
Neuberger Berman Canada
Ontario, Canada
$244K +$244K +4,506 New
MGAM
1566
McGowan Group Asset Management
Texas
$243K +$243K +4,485 New
BIM
1567
Bridgecreek Investment Management
Oklahoma
$242K +$2.92K +54 +1%
TCM
1568
Tradewinds Capital Management
Washington
$239K -$42.2K -779 -15%
AL
1569
Agran Libbie
California
$238K – – –
MCM
1570
MV Capital Management
Maryland
$238K +$238K +4,393 New
STB
1571
S&T Bank
Pennsylvania
$233K -$17K -314 -7%
NEPWA
1572
New England Private Wealth Advisors
Massachusetts
$233K +$273 +5 +0.1%
NFC
1573
Northeast Financial Consultants
Connecticut
$233K +$233K +4,302 New
BWFM
1574
Bridgewater Wealth & Financial Management
Maryland
$231K +$231K +4,269 New
RR
1575
Robotti Robert
$227K – – –
61 62
63
64 65