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Merck
MRK

Overview Fund Activity

1,907 hedge funds and large institutions have $120B invested in Merck in 2016 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 747 increasing their positions, 733 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+98
Holders Change %
+5.42%
% of All Funds
47.75%
Holding in Top 10
119
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-30.81%
% of All Funds
2.98%
New
205
Increased
747
Reduced
733
Closed
77
Calls
$1.26B
Puts
$1.47B
Net Calls
-$215M
Net Calls Change
-$53.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$595M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
3
Asset Management One
Asset Management One
Japan
+$260M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$248M
5
State Street
State Street
Massachusetts
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$686M
3
AIG
American International Group
New York
-$467M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$302M
5
MTB
Mizuho Trust & Banking
Japan
-$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
1626
Perkins Coie Trust Company
Washington
$342K – – –
CGL
1627
Clarius Group LLC
Washington
$342K +$2.42K +43 +0.7%
DJSG
1628
D.J. St. Germain
Massachusetts
$342K +$82.1K +1,459 +32%
AW
1629
Alpha Windward
Massachusetts
$341K +$5.79K +103 +2%
UFG
1630
United Fire Group
Iowa
$340K – – –
ANBT
1631
American National Bank & Trust
Texas
$339K +$92K +1,640 +37%
CNC
1632
Citizens & Northern Corp
Pennsylvania
$338K -$17K -302 -5%
RGC
1633
Roberts, Glore & Co
Illinois
$337K – – –
VHAM
1634
Van Hulzen Asset Management
California
$336K +$11.8K +210 +4%
EWA
1635
EP Wealth Advisors
California
$336K +$57.7K +1,028 +21%
CAM
1636
ClariVest Asset Management
California
$332K +$144K +2,563 +76%
MG
1637
Markel Group
Virginia
$330K – – –
GBBWRPM
1638
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$330K +$225 +4 +0.1%
MAA
1639
Mraz Amerine & Associates
California
$329K +$337 +6 +0.1%
RSA
1640
Robertson Stephens Advisors
California
$329K +$329K +5,811 New
GEA
1641
Glen Eagle Advisors
New Jersey
$329K +$329K +5,853 New
Jacobs Levy Equity Management
1642
Jacobs Levy Equity Management
New Jersey
$328K -$12.2M -218,403 -97%
MTC
1643
McDaniel Terry & Co
Texas
$327K +$29.4K +524 +10%
EAM
1644
Evanson Asset Management
California
$326K +$20.6K +367 +7%
BWFM
1645
Bridgewater Wealth & Financial Management
Maryland
$326K +$23.9K +425 +8%
TCCM
1646
Timber Creek Capital Management
Massachusetts
$324K – – –
RWG
1647
Regal Wealth Group
California
$323K – – –
DCM
1648
Donaldson Capital Management
Indiana
$322K -$562 -10 -0.2%
BWP
1649
BSW Wealth Partners
Colorado
$322K +$304K +5,403 +1,673%
SIMM
1650
Stillwater Investment Management (Minnesota)
Minnesota
$321K -$3.7K -66 -1%
64 65
66
67 68