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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 %
SHCM
1851
Stokes & Hubbell Capital Management
Louisiana
$239K +$239K +3,535 New
FA
1852
FCG Advisors
New Jersey
$238K +$238K +3,517 New
ACP
1853
Aveo Capital Partners
Colorado
$236K -$76.6K -1,105 -25%
RIG
1854
Roosevelt Investment Group
New York
$236K -$32.6K -482 -12%
OKSA
1855
O'Keefe Stevens Advisory
New York
$236K – – –
TBC
1856
Tweedy, Browne Co
Connecticut
$235K – – –
PFA
1857
Paradigm Financial Advisors
Missouri
$234K +$234K +3,459 New
EIA
1858
Eldridge Investment Advisors
New Hampshire
$232K -$3.92K -58 -2%
LFA
1859
Legacy Financial Advisors
Kentucky
$231K -$17.5K -260 -7%
ATFA
1860
All Terrain Financial Advisors
Minnesota
$230K -$42.7K -629 -16%
NP
1861
NorthRock Partners
Minnesota
$230K +$230K +3,365 New
SIS
1862
Sound Income Strategies
Florida
$229K +$19.8K +293 +9%
ZF
1863
Zhang Financial
Michigan
$229K +$229K +3,353 New
HFS
1864
Haverford Financial Services
Pennsylvania
$229K +$229K +3,384 New
VV
1865
Verity & Verity
South Carolina
$228K +$228K +3,364 New
FCIM
1866
Fairview Capital Investment Management
California
$227K +$227K +3,349 New
CWM
1867
Cabot Wealth Management
Massachusetts
$227K +$227K +3,354 New
OAM
1868
Oxford Asset Management
United Kingdom
$227K +$227K +3,367 New
CCM
1869
Carlson Capital Management
Minnesota
$226K +$226K +3,345 New
FLII
1870
First Long Island Investors
New York
$225K +$225K +3,322 New
FTI
1871
Fiduciary Trust International
Massachusetts
$224K +$224K +3,312 New
BWFA
1872
Baltimore-Washington Financial Advisors
Maryland
$223K -$74.3K -1,102 -25%
OBWP
1873
O'Brien Wealth Partners
Massachusetts
$223K +$223K +3,299 New
DA
1874
Dillon & Associates
Michigan
$222K +$222K +3,280 New
WIM
1875
Westside Investment Management
California
$222K +$68 +1 +0%
73 74
75
76 77