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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 %
BJL
1701
Brighton Jones LLC
Washington
$264K -$1.24M -22,026 -82%
RCM
1702
RB Capital Management
Nevada
$263K +$263K +4,674 New
LWM
1703
Lyell Wealth Management
California
$262K +$262K +4,629 New
SKK
1704
Shepherd Kaplan Krochuk
Massachusetts
$260K -$559K -9,950 -68%
DIA
1705
Davidson Investment Advisors
Montana
$260K +$8.79K +157 +3%
UBG
1706
United Bank (Georgia)
Georgia
$260K +$260K +4,633 New
AWM
1707
AllSquare Wealth Management
New York
$258K -$1.46K -26 -0.6%
NCM
1708
Neumann Capital Management
California
$258K – – –
MCWS
1709
McKinley Carter Wealth Services
West Virginia
$256K +$27.5K +490 +12%
FLAM
1710
First Light Asset Management
Minnesota
$253K -$136K -2,427 -35%
ZDA
1711
Zweig-DiMenna Associates
New York
$253K +$253K +4,506 New
GRP
1712
Global Retirement Partners
California
$253K +$253K +4,510 New
BHC
1713
Bowen Hanes & Co
Florida
$252K -$14.7K -262 -6%
CF
1714
CenterStar Fund
Illinois
$252K -$6K – –
BCP
1715
Berkeley Capital Partners
Georgia
$251K -$13.2K -236 -5%
RW
1716
Rand Wealth
Maryland
$249K -$98.6K -1,754 -28%
BA
1717
Bristlecone Advisors
Washington
$247K -$2.19K -39 -0.9%
MCM
1718
Millie Capital Management
California
$246K -$189K -3,364 -43%
SFG
1719
StrategIQ Financial Group
Indiana
$246K +$246K +4,388 New
CT
1720
Clearstead Trust
Maine
$245K +$245K +4,369 New
RFA
1721
Reilly Financial Advisors
California
$244K -$1.46K -26 -0.6%
ANTB
1722
AMG National Trust Bank
Colorado
$241K +$224 +4 +0.1%
B
1723
Bridgeworth
Alabama
$241K +$241K +4,096 New
ECM
1724
Evergreen Capital Management
Washington
$240K – – –
ACS
1725
Archford Capital Strategies
Illinois
$240K – – –
67 68
69
70 71