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Marsh & McLennan
MMC

Overview Fund Activity

550 hedge funds and large institutions have $22.5B invested in Marsh & McLennan in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 230 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+35
Holders Change %
+6.8%
% of All Funds
15.97%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
61
Increased
158
Reduced
230
Closed
22
Calls
$26.3M
Puts
$10.7M
Net Calls
+$15.6M
Net Calls Change
+$4.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$116M
3
Citadel Advisors
Citadel Advisors
Florida
+$62.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
5
JHIU
Janus Henderson Investors US
Colorado
+$38.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$202M
2
PIM
Perkins Investment Management
Illinois
-$154M
3
Artisan Partners
Artisan Partners
Wisconsin
-$52.1M
4
American Century Companies
American Century Companies
Missouri
-$43.9M
5
Norges Bank
Norges Bank
Norway
-$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIMU
301
Veritas Investment Management (UK)
United Kingdom
$1.59M -$145K -3,000 -8%
SIM
302
Sentry Investment Management
Wisconsin
$1.56M +$256K +5,300 +20%
EIM
303
Essex Investment Management
Massachusetts
$1.52M -$29.5K -611 -2%
SWM
304
Segment Wealth Management
Texas
$1.51M +$101K +2,088 +7%
LMF
305
LMR Master Fund
Cayman Islands
$1.48M +$1.48M +30,667 New
Zurich Cantonal Bank
306
Zurich Cantonal Bank
Switzerland
$1.47M -$4.56M -94,361 -76%
Teacher Retirement System of Texas
307
Teacher Retirement System of Texas
Texas
$1.45M -$1.04M -21,414 -42%
CLOS
308
Compagnie Lombard Odier SCmA
Switzerland
$1.45M +$1.45M +30,051 New
BHWM
309
Bar Harbor Wealth Management
New Hampshire
$1.45M -$39.2K -810 -3%
BOTW
310
Bank of the West
California
$1.45M +$40K +828 +3%
MCM
311
Munder Capital Management
Michigan
$1.42M -$222K -4,600 -14%
Toronto Dominion Bank
312
Toronto Dominion Bank
Ontario, Canada
$1.38M +$388K +8,034 +39%
RIG
313
Roosevelt Investment Group
New York
$1.34M +$16.9K +350 +1%
HighTower Advisors
314
HighTower Advisors
Illinois
$1.33M +$23.4K +483 +2%
CTA
315
Chesley Taft & Associates
Illinois
$1.33M -$30.1K -623 -2%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$1.32M +$101K +2,090 +8%
CSIC
317
Clifford Swan Investment Counsel
California
$1.32M – – –
NSEDCP
318
NJ State Employees Deferred Compensation Plan
New Jersey
$1.31M – – –
LPL Financial
319
LPL Financial
California
$1.3M -$57.9K -1,197 -4%
PL
320
Parthenon LLC
Kentucky
$1.25M – – –
LCM
321
Logan Capital Management
Pennsylvania
$1.22M +$67.5K +1,395 +6%
VKH
322
Virtu KCG Holdings
New York
$1.21M -$574K -11,881 -32%
SGH
323
Sivik Global Healthcare
Connecticut
$1.21M +$1.21M +25,000 New
ANRIA
324
American National Registered Investment Advisor
Texas
$1.19M -$2.42K -50 -0.2%
BVDMP
325
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.18M – – –
11 12
13
14 15