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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 %
JDR
1576
Jay D. Rosenbaum
$227K +$227K +4,192 New
PHAM
1577
Palisades Hudson Asset Management
Florida
$226K – – –
BHC
1578
Bowen Hanes & Co
Florida
$225K +$225K +4,146 New
NCM
1579
Neumann Capital Management
California
$225K +$225K +4,147 New
JWM
1580
Jacobus Wealth Management
Wisconsin
$223K – – –
CCB
1581
Cutter & Co Brokerage
Missouri
$223K +$26.9K +498 +14%
DJSG
1582
D.J. St. Germain
Massachusetts
$222K +$5.32K +98 +2%
KA
1583
Klingman & Associates
New York
$222K +$222K +4,112 New
GIA
1584
Granite Investment Advisors
New Hampshire
$221K +$221K +4,087 New
VNB
1585
Valley National Bancorp
New York
$219K -$53.8K -993 -20%
TT
1586
Tiedemann Trust
Delaware
$219K – – –
KLWA
1587
Kelly Lawrence W & Associates
California
$216K – – –
BCM
1588
Bares Capital Management
Texas
$215K – – –
HCM
1589
Hall Capital Management
Rhode Island
$214K +$214K +3,950 New
LCM
1590
Liberty Capital Management
Michigan
$213K – – –
ABTD
1591
Arvest Bank Trust Division
Oklahoma
$213K – – –
CHC
1592
City Holding Co
West Virginia
$212K +$5.63K +104 +3%
SIA
1593
Stancorp Investment Advisers
Oregon
$209K +$209K +3,863 New
FHB
1594
First Hawaiian Bank
Hawaii
$208K +$208K +3,860 New
CP
1595
Camelot Portfolios
Ohio
$207K -$4.24K -78 -2%
CW
1596
Cobiz Wealth
Colorado
$207K – – –
LWA
1597
Lenox Wealth Advisors
New York
$206K -$16.9K -312 -8%
SMG
1598
Spectrum Management Group
Indiana
$206K +$1.95K +36 +1%
VAS
1599
Valicenti Advisory Services
New York
$206K +$6.29K +116 +3%
DAM
1600
Deltec Asset Management
New York
$206K +$206K +3,801 New
62 63
64
65 66