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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 %
AWM
1676
Avior Wealth Management
Nebraska
$82K +$23K +456 +39%
HIM
1677
Hillsdale Investment Management
Ontario, Canada
$79K – – –
BCM
1678
Blume Capital Management
California
$79K – – –
RAM
1679
Riggs Asset Management
Pennsylvania
$79K – – –
IR
1680
IAT Reinsurance
New York
$79K – – –
AWMS
1681
Advocacy Wealth Management Services
Georgia
$78K +$22.6K +446 +41%
DMK
1682
David M. Knott
$68.8K -$233K -4,612 -77%
RPG
1683
Risk Paradigm Group
Texas
$66.2K -$7.02K -139 -10%
WA
1684
WealthTrust-Arizona
Arizona
$66K -$708 -14 -1%
CFG
1685
CKW Financial Group
Hawaii
$64K – – –
RFWA
1686
RPg Family Wealth Advisory
Massachusetts
$63.3K +$5.05K +100 +9%
VCM
1687
Vigilant Capital Management
Maine
$63K -$184K -3,668 -75%
AIM
1688
Arcadia Investment Management
Michigan
$58K – – –
MIP
1689
Mondrian Investment Partners
United Kingdom
$56K – – –
AIS
1690
Accurate Investment Solutions
Pennsylvania
$56K +$102 +2 +0.2%
SFPIA
1691
Stevens First Principles Investment Advisors
California
$55K – – –
AIM
1692
Advantage Investment Management
Iowa
$55K +$26.7K +524 +94%
AA
1693
AlphaMark Advisors
Kentucky
$53K +$10.6K +210 +25%
RI
1694
Redwood Investments
Massachusetts
$48K – – –
HF
1695
Hoxton Financial
West Virginia
$47K +$5.29K +104 +13%
LWM
1696
Lenox Wealth Management
Ohio
$43K +$9.69K +194 +29%
RBC
1697
Roble Belko & Company
Pennsylvania
$42K -$19.4K -388 -32%
IWC
1698
Integrated Wealth Counsel
California
$42K – – –
WHG
1699
Westwood Holdings Group
Texas
$42K +$42K +838 New
DVM
1700
Dreman Value Management
Florida
$38K +$38K +744 New
66 67
68
69 70