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Merck
MRK

Overview Fund Activity

1,739 hedge funds and large institutions have $107B invested in Merck in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 753 increasing their positions, 672 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-12
Holders Change %
-0.69%
% of All Funds
46.41%
Holding in Top 10
105
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.96%
% of All Funds
2.8%
New
96
Increased
753
Reduced
672
Closed
83
Calls
$693M
Puts
$769M
Net Calls
-$76.2M
Net Calls Change
-$112M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$316M
2
LSV Asset Management
LSV Asset Management
Illinois
+$259M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
4
Capital World Investors
Capital World Investors
California
+$183M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$167M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$199M
2
IG
ING Group
Netherlands
-$177M
3
State Street
State Street
Massachusetts
-$173M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$168M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
1626
Palisades Hudson Asset Management
Florida
$202K – – –
LWA
1627
Lenox Wealth Advisors
New York
$201K -$1.22K -24 -0.6%
TA
1628
Teton Advisors
New York
$201K – – –
RW
1629
Rand Wealth
Maryland
$201K – – –
MI
1630
Montage Investments
Kansas
$200K +$200K +3,968 New
HPBT
1631
High Point Bank & Trust
North Carolina
$192K -$12.8K -253 -6%
AF
1632
Allworth Financial
California
$188K +$12.1K +239 +7%
KA
1633
Klingman & Associates
New York
$186K -$247K -4,886 -57%
TWMP
1634
Taylor Wealth Management Partners
Massachusetts
$186K +$2.68K +53 +1%
VCM
1635
Versant Capital Management
Arizona
$180K -$4.04K -80 -2%
MWM
1636
MinichMacGregor Wealth Management
New York
$175K +$25.3K +502 +17%
TFO
1637
Tarbox Family Office
California
$165K +$3.14K +62 +2%
LD
1638
Lipe & Dalton
New York
$163K +$10.6K +210 +7%
SIM
1639
Sonora Investment Management
Arizona
$161K -$3.11K -58 -2%
GAM
1640
Gemmer Asset Management
California
$160K +$14.6K +291 +10%
SRP
1641
Saddle Road Partners
Nebraska
$159K – – –
BWA
1642
Burt Wealth Advisors
Maryland
$158K -$7.12K -141 -4%
JFA
1643
JNBA Financial Advisors
Minnesota
$155K -$44.5K -879 -22%
HR
1644
Howe & Rusling
New York
$155K +$45.2K +892 +41%
FPFS
1645
First Personal Financial Services
North Carolina
$153K +$20.4K +405 +15%
SIG
1646
Stanford Investment Group
California
$144K – – –
LWM
1647
LBA Wealth Management
Florida
$143K -$16.5K -325 -10%
NCM
1648
Nelson Capital Management
California
$142K – – –
HCM
1649
Highlander Capital Management
New Jersey
$142K – – –
NYLT
1650
New York Life Trust
New York
$137K +$202 +4 +0.1%
64 65
66
67 68