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Merck
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Overview Fund Activity

1,721 hedge funds and large institutions have $119B invested in Merck in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 689 increasing their positions, 688 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+13
Holders Change %
+0.76%
% of All Funds
46.41%
Holding in Top 10
136
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.09%
% of All Funds
3.67%
New
105
Increased
689
Reduced
688
Closed
73
Calls
$935M
Puts
$990M
Net Calls
-$55.1M
Net Calls Change
-$276M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
$510M
2
IFP
Independent Franchise Partners
United Kingdom
$448M
3
MNA
Manning & Napier Advisors
New York
$361M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$9.77B
5
O
OppenheimerFunds
New York
$542M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$8.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.73B
3
Capital International Investors
Capital International Investors
California
$654M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$620M
5
State Street
State Street
Massachusetts
$6.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1601
Klingman & Associates
New York
$209K – – –
CG
1602
Caprock Group
Idaho
$209K +$209K +3,856 New
SMG
1603
Spectrum Management Group
Indiana
$207K – – –
SG
1604
Somerset Group
Minnesota
$206K – – –
AF
1605
Allworth Financial
California
$206K +$52.3K +965 +34%
ABP
1606
Arthur B. Page
$206K +$206K +3,803 New
SAMC
1607
Spectrum Asset Management (California)
California
$205K -$17.1K -314 -8%
LCM
1608
Leisure Capital Management
California
$205K – – –
CP
1609
Camelot Portfolios
Ohio
$205K +$205K +3,772 New
FHB
1610
First Hawaiian Bank
Hawaii
$203K -$11.9K -220 -6%
EBSAM
1611
Eubel Brady & Suttman Asset Management
Ohio
$203K +$271 +5 +0.1%
MMM
1612
Mendel Money Management
Illinois
$202K +$202K +3,720 New
VAS
1613
Valicenti Advisory Services
New York
$201K -$5.65K -104 -3%
CS
1614
Credential Securities
$192K +$192K +3,528 New
HA
1615
Harfst & Associates
Wyoming
$188K +$188K +3,454 New
RIA
1616
Regal Investment Advisors
Michigan
$182K -$19.2K -355 -10%
QAM
1617
QCI Asset Management
New York
$177K +$28.5K +524 +19%
LWA
1618
Lenox Wealth Advisors
New York
$174K -$38K -698 -18%
BWA
1619
Burt Wealth Advisors
Maryland
$162K – – –
SFWA
1620
Summit Financial Wealth Advisors
Louisiana
$157K – – –
SIG
1621
Stanford Investment Group
California
$155K -$22.7K -417 -13%
HCM
1622
Highlander Capital Management
New Jersey
$150K -$35.1K -645 -19%
LWA
1623
Lowe Wealth Advisors
Maryland
$149K – – –
GAM
1624
Gemmer Asset Management
California
$149K +$1.85K +34 +1%
BKA
1625
Brick & Kyle Associates
Pennsylvania
$149K +$29K +535 +24%
63 64
65
66 67