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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 %
BWP
1551
BSW Wealth Partners
Colorado
$261K -$12.5K -247 -5%
AW
1552
Alpha Windward
Massachusetts
$261K +$2.22K +44 +0.9%
RCG
1553
Ruane, Cunniff & Goldfarb
New York
$259K -$5.3K -105 -2%
VSWA
1554
Vontobel Swiss Wealth Advisors
Switzerland
$259K +$259K +5,135 New
WA1
1555
Wimmer Associates 1
California
$259K +$259K +5,138 New
KKAMG
1556
Kernodle & Katon Asset Management Group
Arkansas
$258K +$16.6K +328 +7%
ANTB
1557
AMG National Trust Bank
Colorado
$257K -$26.5K -524 -9%
CIC
1558
Cornercap Investment Counsel
Georgia
$257K -$13.8K -273 -5%
GBBWRPM
1559
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$257K – – –
IC
1560
InterOcean Capital
Illinois
$254K -$58K -1,147 -19%
CAW
1561
Cornerstone Advisors (Washington)
Washington
$254K -$16.1K -319 -6%
SC
1562
Saturna Capital
Washington
$254K – – –
QAM
1563
Quantres Asset Management
Cayman Islands
$254K +$254K +5,030 New
CFA
1564
CT Financial Advisors
Pennsylvania
$253K – – –
FBFS
1565
First Business Financial Services
Wisconsin
$251K – – –
DLHL
1566
Donald L. Hagan LLC
Florida
$251K +$6.97K +138 +3%
GKWIM
1567
Gerber Kawasaki Wealth & Investment Management
California
$250K +$2.01K +40 +0.8%
IWA
1568
Intercontinental Wealth Advisors
Texas
$247K +$3.03K +60 +1%
SHJ
1569
Sharkey, Howes & Javer
Colorado
$245K – – –
Edgewood Management
1570
Edgewood Management
Connecticut
$244K – – –
DCM
1571
Donaldson Capital Management
Indiana
$243K -$159K -3,154 -40%
HA
1572
Halsey Associates
Connecticut
$243K -$142K -2,800 -37%
RBC
1573
Ronald Blue & Co
Georgia
$243K -$114K -2,264 -32%
MGAM
1574
McGowan Group Asset Management
Texas
$242K +$4.05K +80 +2%
BPB
1575
Badgley, Phelps & Bell
Washington
$242K +$242K +4,787 New
61 62
63
64 65