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Merck
MRK

Overview Fund Activity

1,809 hedge funds and large institutions have $127B invested in Merck in 2016 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 702 increasing their positions, 762 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+53
Holders Change %
+3.02%
% of All Funds
48.34%
Holding in Top 10
172
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+26.47%
% of All Funds
4.6%
New
118
Increased
702
Reduced
762
Closed
49
Calls
$1.26B
Puts
$1.42B
Net Calls
-$161M
Net Calls Change
+$1.77M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
State Street
State Street
Massachusetts
+$445M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$341M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$322M
5
Citadel Advisors
Citadel Advisors
Florida
+$201M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
Macquarie Group
Macquarie Group
Australia
-$824M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$495M
4
Dodge & Cox
Dodge & Cox
California
-$377M
5
GE
General Electric
Ohio
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
1576
Family Management
New York
$321K – – –
BWFM
1577
Bridgewater Wealth & Financial Management
Maryland
$320K +$45.6K +766 +17%
ECM
1578
Endurant Capital Management
California
$318K +$318K +5,345 New
MTC
1579
McDaniel Terry & Co
Texas
$316K -$158K -2,653 -33%
BPB
1580
Badgley, Phelps & Bell
Washington
$316K -$9.76K -164 -3%
WIP
1581
Wellesley Investment Partners
Massachusetts
$316K +$25.5K +430 +9%
BAM
1582
Burgundy Asset Management
Ontario, Canada
$315K -$132K -2,214 -30%
PAG
1583
Pinnacle Advisory Group
Maryland
$315K -$8.82K -150 -3%
RHBC
1584
R.H. Bluestein & Co
Michigan
$315K +$43.9K +739 +16%
SIG
1585
Schooner Investment Group
Pennsylvania
$313K -$157K -2,620 -33%
CPP
1586
Crow Point Partners
Massachusetts
$313K +$313K +5,296 New
PSC
1587
Prentiss Smith & Co
Vermont
$309K -$59.7K -1,004 -16%
BB
1588
Bell Bank
North Dakota
$308K -$3.54M -59,378 -92%
GC
1589
Gratus Capital
Georgia
$305K +$17.7K +298 +6%
JWM
1590
Jacobus Wealth Management
Wisconsin
$305K +$143K +2,394 +88%
CIC
1591
Cornercap Investment Counsel
Georgia
$304K – – –
SC
1592
Saturna Capital
Washington
$300K – – –
HA
1593
Halsey Associates
Connecticut
$299K +$895 +15 +0.3%
CFA
1594
CT Financial Advisors
Pennsylvania
$298K – – –
AF
1595
Aldebaran Financial
$298K +$417 +7 +0.1%
LP
1596
LMR Partners
United Kingdom
$297K +$297K +4,990 New
EWA
1597
EP Wealth Advisors
California
$295K -$8.09K -136 -3%
CHC
1598
City Holding Co
West Virginia
$291K +$16K +268 +6%
VSWA
1599
Vontobel Swiss Wealth Advisors
Switzerland
$290K – – –
BI
1600
Boulegeris Investments
Georgia
$289K +$289K +4,860 New
62 63
64
65 66