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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
$1.28B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$8.89B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.67B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
2
Jennison Associates
Jennison Associates
New York
$372M
3
Deutsche Bank
Deutsche Bank
Germany
$1.03B
4
Franklin Resources
Franklin Resources
California
$3.21B
5
Capital World Investors
Capital World Investors
California
$9.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1626
Lowe Wealth Advisors
Maryland
$146K +$146K +2,697 New
AW
1627
Alpha Windward
Massachusetts
$144K +$7.99K +147 +6%
SAM
1628
Solaris Asset Management
New York
$141K – – –
FBT
1629
Founders Bank & Trust
Michigan
$140K – – –
FA
1630
Friess Associates
Delaware
$139K – – –
PHK
1631
Point72 Hong Kong
Hong Kong
$138K -$96K -1,777 -41%
EAMA
1632
EFG Asset Management (Americas)
Florida
$136K +$136K +2,515 New
BBPWM
1633
Blue Bell Private Wealth Management
Pennsylvania
$133K – – –
KCM
1634
Karp Capital Management
California
$132K +$132K +2,435 New
SA
1635
SRH Advisors
Kansas
$130K – – –
NCM
1636
Nelson Capital Management
California
$127K +$9.45K +175 +8%
RIA
1637
Regal Investment Advisors
Michigan
$127K +$11.4K +210 +10%
CWM
1638
Cranbrook Wealth Management
Michigan
$126K +$126K +2,316 New
JFA
1639
JNBA Financial Advisors
Minnesota
$124K -$17K -314 -12%
BHB
1640
Bank Hapoalim BM
Israel
$124K +$124K +2,285 New
P
1641
Palladiem
Pennsylvania
$123K +$123K +2,269 New
BKA
1642
Brick & Kyle Associates
Pennsylvania
$120K +$120K +2,212 New
GWS
1643
Glassman Wealth Services
Virginia
$119K +$119K +2,191 New
TCM
1644
TD Capital Management
Tennessee
$116K +$868 +16 +0.8%
RCWMU
1645
Rothschild & Co Wealth Management (UK)
United Kingdom
$114K – – –
TDC
1646
Thompson Davis & Co
Virginia
$112K -$29.9K -552 -21%
CAL
1647
Capital Advisors Ltd
Ohio
$110K – – –
PCTC
1648
Perkins Coie Trust Company
Washington
$108K – – –
HCP
1649
Holt Capital Partners
Texas
$108K +$108K +1,991 New
AIM
1650
Advantage Investment Management
Iowa
$95K +$95K +1,757 New
64 65
66
67 68