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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 %
4IG
1851
440 Investment Group
Kansas
$201K – – –
GWM
1852
Greenwich Wealth Management
Connecticut
$201K +$5.16K +96 +3%
SAMC
1853
Spectrum Asset Management (California)
California
$201K +$13.7K +255 +7%
TFO
1854
Tarbox Family Office
California
$201K +$32.6K +609 +19%
DWM
1855
Dynasty Wealth Management
Florida
$201K +$201K +3,742 New
OKSA
1856
O'Keefe Stevens Advisory
New York
$200K +$200K +3,733 New
PCM
1857
Poehling Capital Management
Wisconsin
$189K +$189K +3,525 New
VCM
1858
Versant Capital Management
Arizona
$188K +$20.8K +387 +12%
CAC
1859
Certified Advisory Corp
Florida
$184K +$184K +3,443 New
VIMU
1860
Veritas Investment Management (UK)
United Kingdom
$183K -$214K -3,993 -54%
CA
1861
Centerpoint Advisors
Massachusetts
$182K +$182K +3,392 New
HCM
1862
Highlander Capital Management
New Jersey
$179K – – –
LFA
1863
Legacy Financial Advisors
Kentucky
$177K +$177K +3,296 New
WIM
1864
Westside Investment Management
California
$175K +$10.4K +193 +6%
CS
1865
Credential Securities
$174K -$18.5K -345 -10%
IP
1866
Isthmus Partners
Wisconsin
$174K – – –
PHK
1867
Point72 Hong Kong
Hong Kong
$173K +$156K +2,907 +897%
PWPS
1868
Pinnacle Wealth Planning Services
Ohio
$173K +$173K +3,218 New
LC
1869
Landaas & Company
Wisconsin
$171K +$38.1K +709 +29%
TIM
1870
Tortoise Investment Management
New York
$170K +$4.13K +77 +2%
CT
1871
CPF Texas
Texas
$169K +$169K +3,144 New
JFA
1872
JNBA Financial Advisors
Minnesota
$165K -$8.42K -157 -5%
GRQ
1873
Gardner Russo & Quinn
Pennsylvania
$162K +$162K +3,025 New
TWMP
1874
Taylor Wealth Management Partners
Massachusetts
$158K – – –
DCM
1875
Delpha Capital Management
New York
$158K +$158K +2,942 New
73 74
75
76 77