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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
1
Sanders Capital
Florida
$510M
2
IFP
2
Independent Franchise Partners
United Kingdom
$448M
3
MNA
3
Manning & Napier Advisors
New York
$361M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$9.77B
5
O
5
OppenheimerFunds
New York
$542M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$8.69B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.73B
3
Capital International Investors
3
Capital International Investors
California
$654M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$620M
5
State Street
5
State Street
Massachusetts
$6.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1676
Lenox Wealth Management
Ohio
$38K +$3.07K +56 +9%
GXMC
1677
Global X Management Company
New York
$33K +$12.5K +230 +61%
AWM
1678
Avior Wealth Management
Nebraska
$33K +$33K +603 New
FWC
1679
First Washington Corp
Washington
$31K – – –
PIM
1680
Parasol Investment Management
Illinois
$31K – – –
CPP
1681
Crow Point Partners
Massachusetts
$28K +$18.8K +346 +206%
WCM
1682
Wealthcare Capital Management
Virginia
$27K -$550K -10,248 -95%
DOA
1683
D'Orazio & Associates
Virginia
$27K – – –
SFPIA
1684
Stevens First Principles Investment Advisors
California
$26K -$289K -5,240 -92%
CFS
1685
Commonwealth Financial Services
West Virginia
$25K – – –
BL
1686
Balentine LLC
Georgia
$23K -$41.6K -757 -64%
CPA
1687
Cowen Prime Advisors
New York
$23K -$10.9K -198 -32%
FIG
1688
Fusion Investment Group
Pennsylvania
$23K +$23K +419 New
CFSG
1689
Community Financial Services Group
Vermont
$20K -$2.41K -45 -11%
JAM
1690
JCIC Asset Management
Ontario, Canada
$20K – – –
CWM
1691
Catamount Wealth Management
Connecticut
$20K +$5.57K +105 +39%
IF
1692
Ironwood Financial
Arizona
$19K +$160 +3 +0.8%
AIM
1693
Advantage Investment Management
Iowa
$19K +$4.71K +86 +33%
PTC
1694
Philadelphia Trust Company
Pennsylvania
$19K -$315K -18,767 -94%
ICOM
1695
Investment Counselors of Maryland
Maryland
$18K -$161K -3,039 -90%
UB
1696
UMB Bank
Missouri
$17.1K -$1.27K -23,413 -7%
EMA
1697
Efficient Market Advisors
California
$16K – – –
WA
1698
Winfield Associates
Ohio
$16K – – –
Fiera Capital (Canada)
1699
Fiera Capital (Canada)
Quebec, Canada
$14.2K -$3.11K -57,222 -18%
RPG
1700
Risk Paradigm Group
Texas
$11.4K – – –
66 67
68
69 70