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Merck
MRK

Overview Fund Activity

1,918 hedge funds and large institutions have $130B invested in Merck in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 791 increasing their positions, 802 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,918
Holders Change
-2
Holders Change %
-0.1%
% of All Funds
47.89%
Holding in Top 10
116
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.94%
% of All Funds
2.9%
New
78
Increased
791
Reduced
802
Closed
67
Calls
$1.4B
Puts
$1.05B
Net Calls
+$342M
Net Calls Change
-$259M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$454M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$272M
3
Goldman Sachs
Goldman Sachs
New York
+$222M
4
Capital International Investors
Capital International Investors
California
+$220M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$192M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$417M
2
Invesco
Invesco
Georgia
-$286M
3
State Street
State Street
Massachusetts
-$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$149M
5
Sanders Capital
Sanders Capital
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
Edgewood Management
1701
Edgewood Management
Connecticut
$295K – – –
STB
1702
S&T Bank
Pennsylvania
$295K – – –
TCCM
1703
Timber Creek Capital Management
Massachusetts
$292K – – –
GBBWRPM
1704
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$292K – – –
MGAM
1705
McGowan Group Asset Management
Texas
$292K +$122 +2 +0%
RVPG
1706
Relative Value Partners Group
$290K – – –
YMRC
1707
Yorktown Management & Research Company
Virginia
$288K – – –
PC
1708
Palo Capital
California
$285K – – –
MAA
1709
Mraz Amerine & Associates
California
$283K -$29.2K -477 -9%
SKK
1710
Shepherd Kaplan Krochuk
Massachusetts
$283K – – –
CT
1711
Clearstead Trust
Maine
$282K – – –
HCM
1712
Hilton Capital Management
New York
$279K +$65K +1,064 +30%
GS
1713
GAM Systematic
United Kingdom
$278K -$239K -3,924 -46%
EWM
1714
Empirical Wealth Management
Washington
$277K +$6.24K +102 +2%
FLII
1715
First Long Island Investors
New York
$277K +$30.8K +504 +13%
MWM
1716
Merriman Wealth Management
Washington
$276K +$276K +4,521 New
FLAM
1717
First Light Asset Management
Minnesota
$275K – – –
BHC
1718
Bowen Hanes & Co
Florida
$275K – – –
GC
1719
Garde Capital
Washington
$273K -$163K -2,669 -37%
LIA
1720
LBMC Investment Advisors
Tennessee
$273K +$35.8K +586 +15%
GC
1721
Gratus Capital
Georgia
$271K -$34.7K -567 -11%
LAIC
1722
Lederer & Associates Investment Counsel
California
$271K – – –
VWA
1723
V Wealth Advisors
Kansas
$271K +$122 +2 +0%
PAG
1724
Pinnacle Advisory Group
Maryland
$270K +$6.55K +107 +2%
RIG
1725
Roosevelt Investment Group
New York
$269K +$13.4K +220 +5%
67 68
69
70 71