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Marsh & McLennan
MMC

Overview Fund Activity

607 hedge funds and large institutions have $26.8B invested in Marsh & McLennan in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+5
Holders Change %
+0.83%
% of All Funds
16.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
208
Reduced
222
Closed
50
Calls
$20.5M
Puts
$28.4M
Net Calls
-$7.9M
Net Calls Change
-$9.07M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
$221M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$779M
4
Capital International Investors
Capital International Investors
California
$660M
5
Goldman Sachs
Goldman Sachs
New York
$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$966M
2
Invesco
Invesco
Georgia
$527M
3
Capital World Investors
Capital World Investors
California
$273M
4
Norges Bank
Norges Bank
Norway
$75.7M
5
O
OppenheimerFunds
New York
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNB
301
First Niagara Bank
New York
$1.94M -$241K -3,960 -11%
CCM
302
Coldstream Capital Management
Washington
$1.91M -$360K -5,915 -16%
PS
303
Pensionfund Sabic
Netherlands
$1.91M +$310K +5,100 +19%
EIM
304
Essex Investment Management
Massachusetts
$1.9M – – –
RA
305
Royce & Associates
New York
$1.87M -$2.28M -37,550 -55%
BE
306
Bonness Enterprises
District of Columbia
$1.87M – – –
B
307
Barings
North Carolina
$1.83M – – –
BUB
308
BBVA USA Bancshares
Texas
$1.69M +$1.69M +27,776 New
KeyBank National Association
309
KeyBank National Association
Ohio
$1.68M -$75.4K -1,240 -4%
NSEDCP
310
NJ State Employees Deferred Compensation Plan
New Jersey
$1.64M – – –
GWM
311
Gupta Wealth Management
California
$1.64M +$442K +7,270 +37%
Nordea Investment Management
312
Nordea Investment Management
Sweden
$1.63M +$391K +6,430 +31%
LPL Financial
313
LPL Financial
California
$1.57M +$64.6K +1,069 +4%
PL
314
Parthenon LLC
Kentucky
$1.57M – – –
UR
315
USCA RIA
Texas
$1.54M +$1.54M +25,353 New
LSCM
316
LaSalle Street Capital Management
Illinois
$1.45M – – –
KRSITF
317
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.43M +$246K +4,048 +21%
CCM
318
Cadence Capital Management
Massachusetts
$1.43M -$52.4K -861 -4%
ANRIA
319
American National Registered Investment Advisor
Texas
$1.42M – – –
NAM
320
Nichols Asset Management
Massachusetts
$1.37M – – –
CM
321
Churchill Management
California
$1.37M +$1.37M +22,553 New
SFM
322
Signature Financial Management
Virginia
$1.35M -$158K -2,605 -10%
MNBTD
323
Moody National Bank Trust Division
Texas
$1.33M – – –
CSIC
324
Clifford Swan Investment Counsel
California
$1.32M -$12.2K -200 -0.9%
BF
325
BOK Financial
Oklahoma
$1.31M -$313K -5,151 -19%
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