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Marsh & McLennan
MMC

Overview Fund Activity

568 hedge funds and large institutions have $23B invested in Marsh & McLennan in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 224 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
16.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
54
Increased
184
Reduced
224
Closed
28
Calls
$19.3M
Puts
$9.22M
Net Calls
+$10.1M
Net Calls Change
-$5.53M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$345M
2
JHIU
Janus Henderson Investors US
Colorado
$186M
3
BA
BlackRock Advisors
Delaware
$71.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.33B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B

Top Sellers

1
Primecap Management
Primecap Management
California
$1.14B
2
Citadel Advisors
Citadel Advisors
Florida
$16.1M
3
O
OppenheimerFunds
New York
$267M
4
Capital World Investors
Capital World Investors
California
$307M
5
PI
PGGM Investments
Netherlands
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
301
Schroder Investment Management Group
United Kingdom
$1.76M -$4.55M -92,385 -72%
NAM
302
Nichols Asset Management
Massachusetts
$1.75M – – –
BE
303
Bonness Enterprises
District of Columbia
$1.72M – – –
CPS
304
Counsel Portfolio Services
Ontario, Canada
$1.69M +$1.69M +34,263 New
Fayez Sarofim & Co
305
Fayez Sarofim & Co
Texas
$1.63M – – –
B
306
Barings
North Carolina
$1.62M – – –
PAG
307
Private Advisor Group
New Jersey
$1.6M -$341K -6,915 -18%
SIM
308
Sentry Investment Management
Wisconsin
$1.59M – – –
PP
309
PDT Partners
New York
$1.55M +$1.55M +31,449 New
EIM
310
Essex Investment Management
Massachusetts
$1.55M -$5.52K -112 -0.4%
CNB
311
City National Bank
California
$1.54M -$477K -9,680 -24%
GMIM
312
General Motors Investment Management
New York
$1.53M +$926K +18,769 +153%
BOTW
313
Bank of the West
California
$1.52M +$48.8K +990 +3%
HighTower Advisors
314
HighTower Advisors
Illinois
$1.51M +$149K +3,026 +11%
BHWM
315
Bar Harbor Wealth Management
New Hampshire
$1.47M -$6.16K -125 -0.4%
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
$1.45M +$13K +256 +0.9%
MCM
317
Munder Capital Management
Michigan
$1.45M +$2.47K +50 +0.2%
CG
318
Clinton Group
New York
$1.38M +$1.38M +27,995 New
VKH
319
Virtu KCG Holdings
New York
$1.38M +$141K +2,856 +11%
CLOS
320
Compagnie Lombard Odier SCmA
Switzerland
$1.37M -$108K -2,189 -7%
CTA
321
Chesley Taft & Associates
Illinois
$1.36M – – –
LPL Financial
322
LPL Financial
California
$1.36M +$38.3K +776 +3%
CT
323
Cambridge Trust
Massachusetts
$1.34M -$591K -11,990 -31%
CSIC
324
Clifford Swan Investment Counsel
California
$1.34M – – –
NSEDCP
325
NJ State Employees Deferred Compensation Plan
New Jersey
$1.33M – – –
11 12
13
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