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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 %
SG
1601
Somerset Group
Minnesota
$205K – – –
KA
1602
Kovack Advisors
Florida
$204K -$19.2K -353 -9%
LCM
1603
Leisure Capital Management
California
$204K +$204K +3,770 New
RDM
1604
Retirement Design & Management
Connecticut
$204K +$204K +3,772 New
BFPW
1605
BOK Financial Private Wealth
Colorado
$203K +$203K +3,754 New
BFG
1606
Beacon Financial Group
Texas
$202K +$202K +3,680 New
SIM
1607
Sterling Investment Management
Arizona
$201K -$27.4K -504 -12%
ICOM
1608
Investment Counselors of Maryland
Maryland
$200K -$4.01K -74 -2%
QAM
1609
QCI Asset Management
New York
$191K -$7.21K -133 -4%
WAM
1610
Wallington Asset Management
Indiana
$190K -$52.7K -973 -22%
HIM
1611
Hillsdale Investment Management
Ontario, Canada
$187K – – –
RFA
1612
Reilly Financial Advisors
California
$183K -$53K -976 -22%
HCM
1613
Highlander Capital Management
New Jersey
$182K +$6.52K +120 +4%
SEC
1614
Seven Eight Capital
New York
$181K +$119K +2,201 +194%
ZTNA
1615
Zions Trust National Association
Utah
$179K +$47.7K +880 +36%
SIG
1616
Stanford Investment Group
California
$177K +$177K +3,270 New
DIA
1617
Davidson Investment Advisors
Montana
$176K -$154K -2,861 -47%
ACPU
1618
Arrowgrass Capital Partners (US)
Delaware
$174K +$174K +3,210 New
BWA
1619
Burt Wealth Advisors
Maryland
$162K +$162K +2,991 New
IRS
1620
Invictus RG (Singapore)
Singapore
$157K -$4.78K -88 -3%
SFWA
1621
Summit Financial Wealth Advisors
Louisiana
$157K +$157K +2,903 New
GAAM
1622
Guinness Atkinson Asset Management
California
$153K – – –
CFG
1623
CKW Financial Group
Hawaii
$151K -$435 -8 -0.3%
TRCT
1624
Tower Research Capital (TRC)
New York
$150K -$2.3M -42,443 -94%
GAM
1625
Gemmer Asset Management
California
$147K +$54 +1 +0%
63 64
65
66 67