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Merck
MRK

Overview Fund Activity

2,003 hedge funds and large institutions have $114B invested in Merck in 2017 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 750 increasing their positions, 820 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
+85
Holders Change %
+4.43%
% of All Funds
45.49%
Holding in Top 10
70
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-39.66%
% of All Funds
1.59%
New
232
Increased
750
Reduced
820
Closed
127
Calls
$1.16B
Puts
$1.28B
Net Calls
-$119M
Net Calls Change
-$461M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$897M
2
AIG
American International Group
New York
+$468M
3
Citadel Advisors
Citadel Advisors
Florida
+$438M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$333M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$312M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$648M
2
Bank of America
Bank of America
North Carolina
-$548M
3
Sanders Capital
Sanders Capital
Florida
-$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$323M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1751
Affinity Investment Advisors
California
$270K – – –
BWP
1752
BSW Wealth Partners
Colorado
$269K -$3.87K -72 -1%
CPH
1753
C Partners Holding
Switzerland
$268K +$268K +4,992 New
GLA
1754
Good Life Advisors
Pennsylvania
$266K -$26.7K -494 -9%
RWM
1755
Ritholtz Wealth Management
New York
$266K +$266K +4,963 New
BAM
1756
Burgundy Asset Management
Ontario, Canada
$265K -$7.47K -139 -3%
RW
1757
Rand Wealth
Maryland
$264K – – –
CA
1758
Continuum Advisory
Idaho
$264K +$41.3K +768 +19%
WP
1759
WealthPLAN Partners
Nebraska
$262K -$58.3K -1,085 -18%
CCM
1760
Condor Capital Management
New Jersey
$261K -$10.9K -203 -4%
SIMM
1761
Stillwater Investment Management (Minnesota)
Minnesota
$261K +$1.88K +35 +0.7%
IWA
1762
Intercontinental Wealth Advisors
Texas
$260K -$10.2K -190 -4%
V
1763
ValueWorks
New York
$260K -$3.12K -58 -1%
Edgewood Management
1764
Edgewood Management
Connecticut
$259K – – –
PAM
1765
Paradigm Asset Management
New York
$259K +$259K +4,821 New
EWM
1766
Empirical Wealth Management
Washington
$258K +$15.4K +288 +6%
TCCM
1767
Timber Creek Capital Management
Massachusetts
$257K – – –
MGAM
1768
McGowan Group Asset Management
Texas
$257K +$1.13K +21 +0.4%
EIG
1769
Ellenbecker Investment Group
Wisconsin
$257K +$257K +4,793 New
RIG
1770
Roosevelt Investment Group
New York
$256K +$19.3K +360 +8%
PW
1771
Price Wealth
Texas
$254K +$254K +4,747 New
RVPG
1772
Relative Value Partners Group
$253K – – –
1WA
1773
180 Wealth Advisors
Washington
$253K +$253K +4,706 New
IWP
1774
Icon Wealth Partners
Texas
$253K +$253K +4,717 New
POIA
1775
Pin Oak Investment Advisors
Texas
$252K +$252K +4,695 New
69 70
71
72 73