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Merck
MRK

Overview Fund Activity

2,051 hedge funds and large institutions have $141B invested in Merck in 2018 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 754 increasing their positions, 898 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,051
Holders Change
+39
Holders Change %
+1.94%
% of All Funds
46.97%
Holding in Top 10
142
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+24.56%
% of All Funds
3.25%
New
117
Increased
754
Reduced
898
Closed
61
Calls
$1.4B
Puts
$1.12B
Net Calls
+$284M
Net Calls Change
+$173M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.5B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$570M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$544M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$319M
5
TP
Third Point
New York
+$319M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.26B
2
Franklin Resources
Franklin Resources
California
-$336M
3
IFP
Independent Franchise Partners
United Kingdom
-$308M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$285M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
1776
Halbert Hargrove Global Advisors
California
$305K -$11.3K -167 -4%
FLAM
1777
First Light Asset Management
Minnesota
$305K – – –
OIWM
1778
OptiFour Integrated Wealth Management
Virginia
$304K +$68 +1 +0%
UBG
1779
United Bank (Georgia)
Georgia
$302K +$5.56K +82 +2%
PCM
1780
Pointe Capital Management
Michigan
$301K +$15.8K +233 +6%
PWM
1781
Paulson Wealth Management
Illinois
$300K -$2.95K -43 -1%
FPFS
1782
First Personal Financial Services
North Carolina
$299K +$9.42K +139 +3%
BCP
1783
Berkeley Capital Partners
Georgia
$298K +$4.06K +60 +1%
TC
1784
Truvestments Capital
Florida
$298K +$298K +4,401 New
SCA
1785
STALEY CAPITAL ADVISERS
Pennsylvania
$297K – – –
TFO
1786
Tarbox Family Office
California
$297K +$83.2K +1,230 +39%
VBFG
1787
Vishria Bird Financial Group
Tennessee
$296K – – –
QCIG
1788
Quad-Cities Investment Group
Iowa
$294K – – –
RIM
1789
Redwood Investment Management
Arizona
$294K +$20.4K +302 +7%
TVWM
1790
Tower View Wealth Management
Wisconsin
$294K +$163K +2,405 +124%
HFM
1791
Harvest Fund Management
China
$294K +$294K +4,349 New
CSA
1792
Cottage Street Advisors
Massachusetts
$288K +$4.4K +65 +2%
CIC
1793
Cornercap Investment Counsel
Georgia
$286K +$6.63K +98 +2%
CHJWM
1794
Carlton Hofferkamp & Jenks Wealth Management
Texas
$285K +$12.5K +184 +5%
KCPG
1795
Kavar Capital Partners Group
Kansas
$283K -$42.5K -628 -13%
CPA
1796
Clear Perspective Advisors
Illinois
$281K +$6.29K +93 +2%
HCM
1797
Hilton Capital Management
New York
$281K +$22.4K +330 +9%
PCM
1798
Poehling Capital Management
Wisconsin
$281K +$216K +3,195 +332%
WC
1799
Weil Company
California
$279K -$8.18K -121 -3%
AWM
1800
AllSquare Wealth Management
New York
$279K – – –
70 71
72
73 74