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Merck
MRK

Overview Fund Activity

1,918 hedge funds and large institutions have $130B invested in Merck in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 791 increasing their positions, 802 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,918
Holders Change
-2
Holders Change %
-0.1%
% of All Funds
47.89%
Holding in Top 10
116
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.94%
% of All Funds
2.9%
New
78
Increased
791
Reduced
802
Closed
67
Calls
$1.4B
Puts
$1.05B
Net Calls
+$342M
Net Calls Change
-$259M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$454M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$272M
3
Goldman Sachs
Goldman Sachs
New York
+$222M
4
Capital International Investors
Capital International Investors
California
+$220M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$192M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$417M
2
Invesco
Invesco
Georgia
-$286M
3
State Street
State Street
Massachusetts
-$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$149M
5
Sanders Capital
Sanders Capital
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1601
Jacobi Capital Management
Pennsylvania
$397K +$131K +2,127 +49%
SG
1602
Swarthmore Group
Pennsylvania
$397K +$397K +6,498 New
FCB
1603
First Command Bank
Texas
$395K +$13.3K +218 +3%
FCFS
1604
First Command Financial Services
Texas
$395K +$13.3K +218 +3%
CCM
1605
Carderock Capital Management
Maryland
$394K -$25.7K -421 -6%
Members Trust
1606
Members Trust
Florida
$392K -$6.41K -105 -2%
LK
1607
Lumbard & Kellner
New Hampshire
$392K – – –
WIP
1608
Wellesley Investment Partners
Massachusetts
$392K – – –
LFA
1609
Landmark Financial Advisors
Kentucky
$390K – – –
WG
1610
Welch Group
Alabama
$389K – – –
SCM
1611
SOL Capital Management
Maryland
$388K -$6.42K -105 -2%
EA
1612
Edge Advisors
Georgia
$388K +$23K +377 +6%
ERIM
1613
Eagle Ridge Investment Management
Connecticut
$388K +$388K +6,347 New
CHA
1614
Cedar Hill Associates
Illinois
$386K +$386K +6,326 New
SAM
1615
SignalPoint Asset Management
Missouri
$384K +$384K +6,301 New
CCM
1616
Cohen Capital Management
California
$382K – – –
NCM
1617
Novare Capital Management
North Carolina
$382K +$129K +2,104 +51%
RIA
1618
Regal Investment Advisors
Michigan
$381K +$39.9K +654 +12%
SRC
1619
Stone Run Capital
New York
$380K – – –
TAM
1620
Taurus Asset Management
New York
$378K -$32K -524 -8%
FC
1621
Financial Consulate
Maryland
$375K +$375K +6,144 New
Lido Advisors
1622
Lido Advisors
California
$372K +$8.87K +169 +2%
HIM
1623
Hillsdale Investment Management
Ontario, Canada
$371K +$371K +6,078 New
LC
1624
Lourd Capital
California
$370K +$14K +230 +4%
HBT
1625
Hills Bank & Trust
Iowa
$369K -$18.1K -297 -5%
63 64
65
66 67