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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 %
OWA
2026
One Wealth Advisors
California
$16K +$1.43K +21 +10%
CIM
2027
Contravisory Investment Management
Massachusetts
$16K +$16K +239 New
RBC
2028
Roble Belko & Company
Pennsylvania
$14K – – –
AWMS
2029
Advocacy Wealth Management Services
Georgia
$14K +$14K +208 New
SCA
2030
Stuart Chaussee & Associates
California
$13K – – –
CWSR
2031
Chessman Wealth Strategies RIA
Texas
$13K +$13K +187 New
SWP
2032
Strategic Wealth Partners
Ohio
$11K – – –
FL
2033
Fort LP
Maryland
$9K +$9K +138 New
BSG
2034
Black Swift Group
Colorado
$7K +$7K +97 New
AS
2035
Altshuler Shaham
Israel
$7K +$7K +106 New
IAS
2036
IMA Advisory Services
Colorado
$6K +$552 +8 +10%
BC
2037
Barnett & Company
Tennessee
$5K -$136K -1,846 -96%
LFG
2038
LifePlan Financial Group
Ohio
$4K – – –
CI
2039
CX Institutional
Indiana
$4K – – –
HH
2040
HWG Holdings
Texas
$4K +$4K +65 New
WKWM
2041
Walter & Keenan Wealth Management
Indiana
$3.02K – – –
AMCA
2042
Arthur M. Cohen & Associates
Illinois
$3.01K – – –
ST
2043
Somerset Trust
Pennsylvania
$2K +$2K +25 New
CIR
2044
Clear Investment Research
Georgia
$2K +$2K +27 New
Capstone Investment Advisors
2045
Capstone Investment Advisors
New York
$1K -$836K -18,397 -100%
CTB
2046
Country Trust Bank
Illinois
$1K -$3.2K -32 -76%
NIM
2047
NuWave Investment Management
New Jersey
$1K -$357 -5 -26%
CIA
2048
CSat Investment Advisory
Michigan
$1K – – –
WG
2049
Welch Group
Alabama
$683 +$4 +56 +0.6%
IP
2050
Investment Partners
Ohio
$370 +$1 +24 +0.3%
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