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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 %
IIM
1651
Ironwood Investment Management
Massachusetts
$321K – – –
SCA
1652
STALEY CAPITAL ADVISERS
Pennsylvania
$321K – – –
VFA
1653
Virtus Fund Advisers
Connecticut
$319K – – –
ACM
1654
Ashford Capital Management
Delaware
$318K +$11.7K +209 +4%
PAG
1655
Pinnacle Advisory Group
Maryland
$318K +$17.4K +310 +6%
FCE
1656
Fiera Capital (Europe)
Cayman Islands
$318K +$65.8K +1,174 +26%
FA
1657
Fortis Advisors
Pennsylvania
$318K +$318K +5,648 New
IWA
1658
Intercontinental Wealth Advisors
Texas
$312K +$106K +1,889 +51%
CICI
1659
Capital Investment Counsel Inc
North Carolina
$311K – – –
ACM
1660
Armbruster Capital Management
New York
$307K -$12.4K -221 -4%
EM
1661
Emancipation Management
New York
$306K -$76.5K -1,362 -20%
HJA
1662
Hugh Johnson Advisors
New York
$306K -$59.5K -1,059 -16%
LPC
1663
Loeb Partners Corp
New York
$306K +$306K +5,450 New
FM
1664
Family Management
New York
$302K – – –
ZAM
1665
Zevin Asset Management
Massachusetts
$302K +$302K +5,368 New
JGC
1666
J. Goldman & Co
New York
$300K +$300K +5,345 New
MIC
1667
Meridian Investment Counsel
California
$298K -$58.8K -1,045 -16%
RHBC
1668
R.H. Bluestein & Co
Michigan
$298K – – –
GC
1669
Gilbert & Cook
Iowa
$298K +$298K +5,306 New
BAM
1670
Burgundy Asset Management
Ontario, Canada
$297K – – –
PSC
1671
Prentiss Smith & Co
Vermont
$292K – – –
HA
1672
Halsey Associates
Connecticut
$291K +$9.6K +171 +3%
EP
1673
Edgestream Partners
New Jersey
$290K +$290K +5,162 New
RWA
1674
RGT Wealth Advisors
Texas
$288K -$17.8K -318 -6%
AAM
1675
Aureus Asset Management
Massachusetts
$286K -$74.4K -1,323 -21%
65 66
67
68 69