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Merck
MRK

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 %
CFG
1626
CKW Financial Group
Hawaii
$144K +$7.49K +138 +5%
BBPWM
1627
Blue Bell Private Wealth Management
Pennsylvania
$144K +$11.4K +210 +9%
AW
1628
Alpha Windward
Massachusetts
$143K -$596 -11 -0.4%
FA
1629
Friess Associates
Delaware
$139K – – –
ACS
1630
Archford Capital Strategies
Illinois
$138K – – –
SSG
1631
Summit Securities Group
New York
$137K -$224K -4,106 -62%
CWM
1632
Cranbrook Wealth Management
Michigan
$137K – – –
SA
1633
SRH Advisors
Kansas
$130K – – –
TFO
1634
Tarbox Family Office
California
$129K -$168K -3,105 -57%
NCM
1635
Nelson Capital Management
California
$124K -$3.91K -72 -3%
JFA
1636
JNBA Financial Advisors
Minnesota
$124K – – –
CAL
1637
Capital Advisors Ltd
Ohio
$121K +$8.3K +153 +7%
NYLT
1638
New York Life Trust
New York
$119K -$113K -2,082 -49%
HR
1639
Howe & Rusling
New York
$118K +$7.89K +145 +7%
SCA
1640
Strategic Capital Alternatives
United States
$117K – – –
TCM
1641
TD Capital Management
Tennessee
$117K – – –
RCWMU
1642
Rothschild & Co Wealth Management (UK)
United Kingdom
$114K – – –
GWS
1643
Glassman Wealth Services
Virginia
$109K -$9.76K -180 -8%
HCP
1644
Holt Capital Partners
Texas
$108K – – –
LWM
1645
LBA Wealth Management
Florida
$106K – – –
KCM
1646
Karp Capital Management
California
$106K +$163 +3 +0.2%
CCS
1647
Crosspoint Capital Strategies
California
$104K -$18.9K -349 -15%
IMS
1648
Index Management Solutions
Pennsylvania
$104K +$21.7K +401 +26%
HCC
1649
Hirtle Callaghan & Co
Pennsylvania
$101K +$101K +1,870 New
SAM
1650
Solaris Asset Management
New York
$95K -$11.4K -210 -11%
64 65
66
67 68