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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 %
BL
1826
Balentine LLC
Georgia
$149K +$13.7K +224 +10%
SA
1827
SRH Advisors
Kansas
$142K – – –
VIM
1828
Veritas Investment Management
United Kingdom
$141K -$102K -1,676 -42%
MWM
1829
MinichMacGregor Wealth Management
New York
$139K +$304 +5 +0.2%
SHJ
1830
Sharkey, Howes & Javer
Colorado
$138K -$10.7K -174 -7%
CAL
1831
Capital Advisors Ltd
Ohio
$136K – – –
TCM
1832
TD Capital Management
Tennessee
$132K – – –
BC
1833
Barnett & Company
Tennessee
$131K – – –
ACM
1834
AUA Capital Management
Pennsylvania
$130K – – –
HR
1835
Howe & Rusling
New York
$125K -$30K -490 -19%
SAM
1836
Solaris Asset Management
New York
$124K – – –
BDWM
1837
Brewin Dolphin Wealth Management
Ireland
$123K +$123K +2,015 New
BIG
1838
Bellwether Investment Group
Tennessee
$123K +$123K +2,014 New
LWA
1839
Lowe Wealth Advisors
Maryland
$118K -$22.2K -364 -16%
NC
1840
NewSquare Capital
Pennsylvania
$115K +$101K +13,638 +728%
CLM
1841
ClearBridge LLC (Maryland)
Maryland
$113K – – –
LWM
1842
Lenox Wealth Management
Ohio
$111K +$46K +750 +71%
CIA
1843
Cascade Investment Advisors
Oregon
$111K – – –
PO
1844
Private Ocean
California
$110K – – –
PFGIA
1845
Patriot Financial Group Insurance Agency
Massachusetts
$106K +$5.05K +82 +5%
VCM
1846
Vigilant Capital Management
Maine
$105K -$6.39K -105 -6%
SAS
1847
Stelac Advisory Services
New York
$104K – – –
BCM
1848
Blume Capital Management
California
$103K – – –
LA
1849
Legacy Advisors
Pennsylvania
$98K +$18.2K +301 +23%
CGT
1850
Capital Guardian Trust
California
$98K +$34K +556 +53%
72 73
74
75 76