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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 %
AAP
1951
Arax Advisory Partners
Colorado
$36K -$45K -842 -56%
FFW
1952
Fusion Family Wealth
New York
$36K +$23.4K +431 +187%
CWM
1953
Catamount Wealth Management
Connecticut
$35K +$3.09K +57 +10%
HRC
1954
Hoertkorn Richard Charles
$34K – – –
MFT
1955
Moisand Fitzgerald Tamayo
Florida
$34K – – –
DOA
1956
D'Orazio & Associates
Virginia
$34K +$22.6K +418 +198%
FWC
1957
First Washington Corp
Washington
$31K – – –
WAM
1958
Watermark Asset Management
California
$30K – – –
WAS
1959
WESPAC Advisors SoCal
California
$29K -$14K -262 -33%
MIC
1960
MU Investments Company
Japan
$28K -$11.2K -210 -28%
DSN
1961
D. Scott Neal
Kentucky
$28K – – –
NL
1962
NVWM LLC
Pennsylvania
$28K +$28K +524 New
WCM
1963
Wealthcare Capital Management
Virginia
$27K – – –
HWP
1964
Hefty Wealth Partners
Indiana
$27K – – –
BCP
1965
Blackhawk Capital Partners
Wisconsin
$26K +$26K +482 New
FFG
1966
Ford Financial Group
California
$26K +$26K +483 New
HWM
1967
Holloway Wealth Management
Florida
$25K -$28K – –
OWA
1968
One Wealth Advisors
California
$24K +$24K +436 New
TDC
1969
Thompson Davis & Co
Virginia
$23K -$61.5K -1,121 -73%
CPA
1970
Cowen Prime Advisors
New York
$23K -$57.5K -1,048 -71%
AWMS
1971
Advocacy Wealth Management Services
Georgia
$23K – – –
PRS
1972
Pinkerton Retirement Specialists
Idaho
$23K +$23K +436 New
CJA
1973
C-J Advisory
California
$22K – – –
NCM
1974
New Capital Management
Texas
$22K +$109 +2 +0.5%
IF
1975
Ironwood Financial
Arizona
$21K +$219 +4 +1%
77 78
79
80 81