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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 %
TIM
1801
Tortoise Investment Management
New York
$158K +$53.1K +944 +51%
MWM
1802
MinichMacGregor Wealth Management
New York
$156K -$447 -8 -0.3%
MSFP
1803
Mark Sheptoff Financial Planning
Connecticut
$153K +$94.2K +1,677 +160%
MCM
1804
MV Capital Management
Maryland
$151K – – –
SHJ
1805
Sharkey, Howes & Javer
Colorado
$148K -$23.8K -424 -14%
BRC
1806
Bell Rock Capital
Delaware
$143K +$143K +2,529 New
IWM
1807
IHT Wealth Management
Illinois
$140K +$140K +2,441 New
QAM
1808
QCI Asset Management
New York
$139K – – –
Simplex Trading
1809
Simplex Trading
Illinois
$137K +$137K +2,446 New
CIA
1810
Cascade Investment Advisors
Oregon
$135K +$135K +2,408 New
PRS
1811
Pinkerton Retirement Specialists
Idaho
$135K +$5.22K +93 +4%
MWM
1812
Mascoma Wealth Management
New Hampshire
$135K +$135K +2,397 New
NYLT
1813
New York Life Trust
New York
$134K +$9.47K +169 +8%
Cohen & Steers
1814
Cohen & Steers
New York
$130K -$117K -2,081 -47%
SA
1815
SRH Advisors
Kansas
$130K – – –
LWA
1816
Lowe Wealth Advisors
Maryland
$129K -$25K -446 -16%
CAL
1817
Capital Advisors Ltd
Ohio
$125K – – –
TCM
1818
TD Capital Management
Tennessee
$121K – – –
BL
1819
Balentine LLC
Georgia
$120K – – –
AWM
1820
Avior Wealth Management
Nebraska
$120K +$19.1K +340 +19%
ACM
1821
AUA Capital Management
Pennsylvania
$120K +$120K +2,127 New
IWC
1822
Integrated Wealth Counsel
California
$112K +$58.6K +1,048 +110%
SAM
1823
Sunnymeath Asset Management
New Jersey
$107K -$177K -3,144 -62%
SAM
1824
Solaris Asset Management
New York
$107K +$11.2K +200 +12%
NC
1825
NewSquare Capital
Pennsylvania
$105K -$23.5K -419 -18%
71 72
73
74 75