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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 %
WIP
1576
Wellesley Investment Partners
Massachusetts
$242K +$242K +4,803 New
DIA
1577
Davidson Investment Advisors
Montana
$241K -$88.8K -1,760 -27%
CCM
1578
Condor Capital Management
New Jersey
$241K +$354 +7 +0.1%
BA
1579
Bristlecone Advisors
Washington
$239K +$22.5K +445 +10%
YMRC
1580
Yorktown Management & Research Company
Virginia
$238K -$2.06M -40,872 -90%
SS
1581
Sunbelt Securities
Texas
$236K -$37K -734 -14%
SCA
1582
Salient Capital Advisors
Texas
$235K -$101K -1,992 -30%
EGM
1583
Engineers Gate Manager
New York
$235K +$235K +4,658 New
ECAM
1584
East Coast Asset Management
Massachusetts
$234K -$1.06K -21 -0.5%
RFA
1585
Reilly Financial Advisors
California
$234K +$35.3K +700 +18%
AWM
1586
AllSquare Wealth Management
New York
$232K -$53K -1,048 -19%
NCM
1587
Neumann Capital Management
California
$232K – – –
BWFM
1588
Bridgewater Wealth & Financial Management
Maryland
$232K +$232K +4,598 New
PCMC
1589
Paragon Capital Management (Colorado)
Colorado
$231K – – –
SIM
1590
Sadoff Investment Management
Wisconsin
$229K -$24.3K -482 -10%
DAC
1591
Dividend Assets Capital
South Carolina
$227K -$96.9K -1,918 -30%
MCWS
1592
McKinley Carter Wealth Services
West Virginia
$227K -$7.62K -151 -3%
CS
1593
Credential Securities
$226K -$13.3K -264 -6%
TCM
1594
Tradewinds Capital Management
Washington
$225K -$2.17K -43 -1%
KCPG
1595
Kavar Capital Partners Group
Kansas
$225K – – –
SMG
1596
Spectrum Management Group
Indiana
$224K +$23.4K +464 +12%
VWA
1597
V Wealth Advisors
Kansas
$224K +$224K +4,395 New
ANBT
1598
American National Bank & Trust
Texas
$222K -$19.4K -384 -8%
BMM
1599
Buffington Mohr McNeal
Idaho
$222K +$222K +4,402 New
MFBTD
1600
MB Financial Bank - Trust Department
Illinois
$221K -$21.4K -424 -9%
62 63
64
65 66