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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 %
EWM
1776
Evermay Wealth Management
Virginia
$206K -$10.6K -188 -5%
IR
1777
IAT Reinsurance
New York
$206K +$119K +2,110 +135%
GAG
1778
GM Advisory Group
New York
$206K +$206K +3,618 New
LCP
1779
Legacy Capital Partners
Wisconsin
$204K – – –
NI
1780
NFC Investments
Tennessee
$202K – – –
AAM
1781
American Asset Management
Florida
$201K +$11.8K +210 +6%
AIM
1782
Acrospire Investment Management
Illinois
$200K +$64.7K +1,153 +48%
MFW
1783
Mosaic Family Wealth
Missouri
$199K -$786 -14 -0.4%
BWA
1784
Burt Wealth Advisors
Maryland
$188K +$26.5K +472 +16%
TG
1785
TLP Group
Illinois
$188K +$119K +2,123 +174%
TFO
1786
Tarbox Family Office
California
$186K +$1.13K +20 +0.6%
KF
1787
Krilogy Financial
Missouri
$184K +$45.2K +803 +33%
VCM
1788
Versant Capital Management
Arizona
$182K -$11.4K -204 -6%
LD
1789
Lipe & Dalton
New York
$182K +$182K +3,233 New
NSB
1790
Norway Savings Bank
Maine
$173K +$173K +3,084 New
KKAMG
1791
Kernodle & Katon Asset Management Group
Arkansas
$172K +$13.5K +239 +8%
TWMP
1792
Taylor Wealth Management Partners
Massachusetts
$171K – – –
HR
1793
Howe & Rusling
New York
$169K -$29.3K -521 -15%
LWM
1794
LBA Wealth Management
Florida
$161K -$18.3K -325 -10%
WIM
1795
Westside Investment Management
California
$161K +$161K +2,733 New
JFA
1796
JNBA Financial Advisors
Minnesota
$160K -$826K -14,674 -84%
SIG
1797
Stanford Investment Group
California
$160K – – –
TJHA
1798
Thomas J. Herzfeld Advisors
Florida
$159K +$281 +5 +0.2%
CWM
1799
Cranbrook Wealth Management
Michigan
$159K +$17.7K +315 +13%
HCM
1800
Highlander Capital Management
New Jersey
$158K – – –
70 71
72
73 74