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Merck
MRK

Overview Fund Activity

1,907 hedge funds and large institutions have $120B invested in Merck in 2016 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 747 increasing their positions, 733 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+98
Holders Change %
+5.42%
% of All Funds
47.75%
Holding in Top 10
119
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-30.81%
% of All Funds
2.98%
New
205
Increased
747
Reduced
733
Closed
77
Calls
$1.26B
Puts
$1.47B
Net Calls
-$215M
Net Calls Change
-$53.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$595M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
3
Asset Management One
Asset Management One
Japan
+$260M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$248M
5
State Street
State Street
Massachusetts
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$686M
3
AIG
American International Group
New York
-$467M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$302M
5
MTB
Mizuho Trust & Banking
Japan
-$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
1576
Taurus Asset Management
New York
$397K -$26.5K -472 -6%
SIM
1577
Sadoff Investment Management
Wisconsin
$397K +$147K +2,620 +59%
PWSG
1578
Pacific Wealth Strategies Group
California
$397K +$397K +7,070 New
LCM
1579
Liberty Capital Management
Michigan
$395K – – –
BPB
1580
Badgley, Phelps & Bell
Washington
$386K +$87.3K +1,552 +29%
UAS
1581
United Asset Strategies
New York
$384K -$1.01K -18 -0.3%
HPWM
1582
Highland Private Wealth Management
Washington
$384K +$26.5K +471 +7%
RVPG
1583
Relative Value Partners Group
$383K – – –
AL
1584
Agran Libbie
California
$383K +$61.8K +1,101 +19%
GQG Partners
1585
GQG Partners
Florida
$381K +$381K +6,782 New
PAS
1586
Park Avenue Securities
New York
$379K -$11.5K -200 -3%
OWP
1587
Obermeyer Wealth Partners
Colorado
$378K – – –
AFP
1588
Ausdal Financial Partners
Iowa
$378K +$21.8K +388 +6%
HHGA
1589
Halbert Hargrove Global Advisors
California
$378K +$25.1K +448 +7%
BWM
1590
Baystate Wealth Management
Massachusetts
$375K +$375K +6,530 New
WCM
1591
Weatherstone Capital Management
Colorado
$373K +$5.56K +99 +2%
PWMAG
1592
Pinnacle Wealth Management Advisory Group
New Jersey
$373K +$24.7K +440 +7%
BC
1593
Blackhill Capital
New Jersey
$370K – – –
ACH
1594
ArrowMark Colorado Holdings
Colorado
$370K – – –
MPIA
1595
Mountain Pacific Investment Advisers
Idaho
$369K – – –
JWM
1596
Jacobus Wealth Management
Wisconsin
$369K +$81.8K +1,457 +28%
PAM
1597
Paradigm Asset Management
New York
$368K -$701K -12,471 -66%
RGIA
1598
Rainier Group Investment Advisory
Washington
$366K +$366K +6,521 New
IIM
1599
Intact Investment Management
Quebec, Canada
$365K -$76.5K -1,362 -17%
BCM
1600
Bienville Capital Management
New York
$365K -$5.94K -105 -2%
62 63
64
65 66