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Merck
MRK

Overview Fund Activity

2,003 hedge funds and large institutions have $114B invested in Merck in 2017 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 750 increasing their positions, 820 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
+85
Holders Change %
+4.43%
% of All Funds
45.49%
Holding in Top 10
70
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-39.66%
% of All Funds
1.59%
New
232
Increased
750
Reduced
820
Closed
127
Calls
$1.16B
Puts
$1.28B
Net Calls
-$119M
Net Calls Change
-$461M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$897M
2
AIG
American International Group
New York
+$468M
3
Citadel Advisors
Citadel Advisors
Florida
+$438M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$333M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$312M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$648M
2
Bank of America
Bank of America
North Carolina
-$548M
3
Sanders Capital
Sanders Capital
Florida
-$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$323M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1651
SignalPoint Asset Management
Missouri
$351K +$13.1K +244 +4%
LPT
1652
Legacy Private Trust
Wisconsin
$350K -$210K -3,919 -38%
Lido Advisors
1653
Lido Advisors
California
$348K -$32K -598 -8%
EWF
1654
Epstein & White Financial
California
$348K +$348K +6,487 New
YP
1655
Yellowstone Partners
Idaho
$346K -$95.9K -1,785 -22%
FMC
1656
First Merchants Corp
Indiana
$345K -$43.6K -811 -11%
LK
1657
Lumbard & Kellner
New Hampshire
$344K – – –
TAM
1658
Taurus Asset Management
New York
$344K +$11.8K +220 +4%
NCM
1659
Novare Capital Management
North Carolina
$343K +$7.31K +136 +2%
WA1
1660
Wimmer Associates 1
California
$343K +$24.2K +451 +8%
CCM
1661
Carderock Capital Management
Maryland
$340K -$6.06K -113 -2%
ERIM
1662
Eagle Ridge Investment Management
Connecticut
$339K -$1.83K -34 -0.5%
GBBWRPM
1663
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$339K +$67.8K +1,198 +25%
SLF
1664
Sun Life Financial
Ontario, Canada
$338K -$794K -14,764 -70%
HEIP
1665
Hudson Edge Investment Partners
New Jersey
$338K -$84.5K -1,572 -20%
WIP
1666
Wellesley Investment Partners
Massachusetts
$336K -$8.42K -157 -2%
CCM
1667
Cohen Capital Management
California
$336K – – –
SRC
1668
Stone Run Capital
New York
$334K – – –
BCCM
1669
Bridge Creek Capital Management
Massachusetts
$334K +$19.7K +367 +6%
EA
1670
Edge Advisors
Georgia
$330K -$11.5K -215 -3%
BCM
1671
Bienville Capital Management
New York
$328K -$66.7K -1,230 -17%
VWA
1672
V Wealth Advisors
Kansas
$328K +$66.5K +1,127 +25%
PAG
1673
Pinnacle Advisory Group
Maryland
$328K +$90.9K +1,693 +38%
HA
1674
Hays Advisory
Tennessee
$327K +$64K +1,191 +24%
PCM
1675
Perkins Capital Management
Minnesota
$326K -$191K -3,564 -37%
65 66
67
68 69