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Merck
MRK

Overview Fund Activity

1,708 hedge funds and large institutions have $121B invested in Merck in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 720 increasing their positions, 656 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,708
Holders Change
-12
Holders Change %
-0.7%
% of All Funds
45.56%
Holding in Top 10
127
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.41%
% of All Funds
3.39%
New
91
Increased
720
Reduced
656
Closed
82
Calls
$1.09B
Puts
$866M
Net Calls
+$221M
Net Calls Change
+$692M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$814M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$527M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$394M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$188M
5
Bank of America
Bank of America
North Carolina
+$170M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$500M
2
Dodge & Cox
Dodge & Cox
California
-$469M
3
Franklin Resources
Franklin Resources
California
-$444M
4
Capital World Investors
Capital World Investors
California
-$366M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
1576
Palisades Hudson Asset Management
Florida
$229K – – –
EWM
1577
Empirical Wealth Management
Washington
$229K +$229K +4,183 New
DJSG
1578
D.J. St. Germain
Massachusetts
$228K +$4.05K +74 +2%
DAM
1579
Deltec Asset Management
New York
$228K +$20K +365 +10%
NCM
1580
Neumann Capital Management
California
$227K – – –
LCM
1581
Liberty Capital Management
Michigan
$227K +$11.5K +209 +5%
SAMC
1582
Spectrum Asset Management (California)
California
$224K -$28.7K -524 -11%
LNC
1583
Lincoln National Corp
Pennsylvania
$224K -$24.2K -442 -10%
GRQ
1584
Gardner Russo & Quinn
Pennsylvania
$220K -$28.7K -524 -12%
KLWA
1585
Kelly Lawrence W & Associates
California
$219K – – –
HIM
1586
Hillsdale Investment Management
Ontario, Canada
$218K +$28.7K +524 +15%
ICM
1587
IMS Capital Management
Oregon
$218K +$218K +3,982 New
CCB
1588
Cutter & Co Brokerage
Missouri
$217K -$8.76K -160 -4%
FHB
1589
First Hawaiian Bank
Hawaii
$217K +$5.75K +105 +3%
CHC
1590
City Holding Co
West Virginia
$214K -$438 -8 -0.2%
LWA
1591
Lenox Wealth Advisors
New York
$214K +$4.94K +90 +2%
CCM
1592
Carlson Capital Management
Minnesota
$214K +$214K +3,908 New
MVA
1593
Mount Vernon Associates
Maryland
$213K +$213K +3,878 New
KA
1594
Klingman & Associates
New York
$211K -$14.4K -262 -6%
CW
1595
Cobiz Wealth
Colorado
$210K – – –
SMG
1596
Spectrum Management Group
Indiana
$209K – – –
RCM
1597
Rotella Capital Management
Washington
$209K +$209K +3,808 New
SG
1598
Somerset Group
Minnesota
$208K – – –
VAS
1599
Valicenti Advisory Services
New York
$208K +$55 +1 +0%
MWAN
1600
Mariner Wealth Advisors (NYC)
Kansas
$208K +$208K +3,800 New
62 63
64
65 66