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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
$1.86B
2
LSV Asset Management
LSV Asset Management
Illinois
$532M
3
Vanguard Group
Vanguard Group
Pennsylvania
$9.08B
4
Capital World Investors
Capital World Investors
California
$7.07B
5
Federated Hermes
Federated Hermes
Pennsylvania
$706M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
$98.6M
2
IG
ING Group
Netherlands
$1.23M
3
State Street
State Street
Massachusetts
$6.14B
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$322M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
1701
Orrstown Financial Services
Pennsylvania
$36K +$36K +708 New
IR
1702
Invictus RG
Bermuda
$33K -$25K -493 -43%
TSU
1703
TD Securities (USA)
New York
$33K -$50 -1 -0.2%
HRC
1704
Hoertkorn Richard Charles
$32K – – –
FWC
1705
First Washington Corp
Washington
$29K – – –
AOWM
1706
Alpha Omega Wealth Management
Virginia
$28K – – –
BL
1707
Balentine LLC
Georgia
$28K – – –
DSN
1708
D. Scott Neal
Kentucky
$28K +$1.74K +34 +7%
WAS
1709
WESPAC Advisors SoCal
California
$27.4K -$26.4K -524 -49%
WA
1710
Winfield Associates
Ohio
$27K +$12K +241 +80%
CWM
1711
Catamount Wealth Management
Connecticut
$25K +$5.77K +113 +30%
Nuveen Asset Management
1712
Nuveen Asset Management
Illinois
$23K -$5.63K -111,530 -20%
CFS
1713
Commonwealth Financial Services
West Virginia
$23K – – –
UFA
1714
US Financial Advisors
Massachusetts
$21K -$41.9K -829 -67%
CPA
1715
Cowen Prime Advisors
New York
$21K – – –
BC
1716
Barnett & Company
Tennessee
$19K +$19K +370 New
HWP
1717
Hefty Wealth Partners
Indiana
$18K – – –
IF
1718
Ironwood Financial
Arizona
$18K +$18K +363 New
ICOM
1719
Investment Counselors of Maryland
Maryland
$17K – – –
MFT
1720
Moisand Fitzgerald Tamayo
Florida
$11K – – –
MS
1721
Marshall & Sullivan
Washington
$11K – – –
CPIG
1722
Chicago Partners Investment Group
Illinois
$11K – – –
PHK
1723
Point72 Hong Kong
Hong Kong
$11K +$11K +210 New
DOA
1724
D'Orazio & Associates
Virginia
$10K – – –
PG
1725
PEAK6 Group
Illinois
$8K -$15.1M -306,201 -100%
67 68
69
70 71