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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 %
WAS
1876
WESPAC Advisors SoCal
California
$49K -$15.9K -262 -25%
MIC
1877
MU Investments Company
Japan
$45K -$12.8K -209 -22%
LWA
1878
Lenox Wealth Advisors
New York
$42K +$1.17K +19 +3%
FMA
1879
FNY Managed Accounts
New York
$40K -$7.09K -119 -15%
MFT
1880
Moisand Fitzgerald Tamayo
Florida
$39K +$39K +638 New
RIA
1881
RPG Investment Advisory
California
$39K +$39K +642 New
CAPTRUST Financial Advisors
1882
CAPTRUST Financial Advisors
North Carolina
$39K +$39K +754 New
HRC
1883
Hoertkorn Richard Charles
$38K – – –
CWM
1884
Catamount Wealth Management
Connecticut
$36K +$61 +1 +0.2%
MUS
1885
Mitsubishi UFJ Securities
Japan
$35K – – –
FWC
1886
First Washington Corp
Washington
$35K – – –
GWA
1887
Guidant Wealth Advisors
Illinois
$35K – – –
WAM
1888
Watermark Asset Management
California
$34K – – –
DSN
1889
D. Scott Neal
Kentucky
$31K – – –
HWP
1890
Hefty Wealth Partners
Indiana
$31K +$8.03K +131 +35%
WCM
1891
Wealthcare Capital Management
Virginia
$30K – – –
HWM
1892
Holloway Wealth Management
Florida
$28K -$28K – –
CTB
1893
Country Trust Bank
Illinois
$27K -$3.34M -55,721 -99%
AWMS
1894
Advocacy Wealth Management Services
Georgia
$26K -$3.25K -53 -11%
CJA
1895
C-J Advisory
California
$25K -$3.86K -63 -13%
NCM
1896
New Capital Management
Texas
$25K +$16.4K +263 +191%
IF
1897
Ironwood Financial
Arizona
$23K +$121 +2 +0.5%
OSAM
1898
O'Shaughnessy Asset Management
Connecticut
$22K -$17.4K -281 -44%
PHK
1899
Point72 Hong Kong
Hong Kong
$20K +$20K +324 New
FCA
1900
Florence Capital Advisors
New York
$19K – – –
74 75
76
77 78