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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
+$94.1M
2
JHIU
Janus Henderson Investors US
Colorado
+$81.5M
3
BA
BlackRock Advisors
Delaware
+$63.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$59.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$43M

Top Sellers

1
Primecap Management
Primecap Management
California
-$247M
2
Citadel Advisors
Citadel Advisors
Florida
-$62M
3
O
OppenheimerFunds
New York
-$58.2M
4
Capital World Investors
Capital World Investors
California
-$58.2M
5
PI
PGGM Investments
Netherlands
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
326
Parthenon LLC
Kentucky
$1.27M – – –
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$1.25M -$104K -2,102 -8%
MIM
328
Midwest Investment Management
Ohio
$1.24M +$72.9K +1,480 +6%
LCM
329
Logan Capital Management
Pennsylvania
$1.23M -$15K -305 -1%
AAM
330
Advisors Asset Management
Colorado
$1.21M +$245K +4,974 +25%
ANRIA
331
American National Registered Investment Advisor
Texas
$1.21M – – –
DCLA
332
Douglas C. Lane & Associates
New York
$1.2M -$1.48M -30,098 -55%
AIM
333
abrdn Investment Management
United Kingdom
$1.2M -$3.48M -70,562 -74%
RIG
334
Roosevelt Investment Group
New York
$1.18M -$190K -3,850 -14%
OA
335
OFI Advisors
Pennsylvania
$1.13M +$29.3K +594 +3%
RBA
336
Richard Bernstein Advisors
New York
$1.12M – – –
1IC
337
1919 Investment Counsel
Maryland
$1.11M +$197 +4 +0%
BPBT
338
Boston Private Bank & Trust
Massachusetts
$1.09M +$525K +10,638 +93%
NCA
339
NCM Capital Advisers
North Carolina
$1.09M -$647K -13,125 -37%
BVDMP
340
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.09M -$123K -2,500 -10%
MNBTD
341
Moody National Bank Trust Division
Texas
$1.07M – – –
HNB
342
Huntington National Bank
Ohio
$1.04M +$24.9K +505 +2%
Allianz Asset Management
343
Allianz Asset Management
Germany
$1.03M -$151K -3,072 -13%
SFM
344
Signature Financial Management
Virginia
$1.02M – – –
VAM
345
Visium Asset Management
New York
$1.01M +$213K +4,326 +27%
Federated Hermes
346
Federated Hermes
Pennsylvania
$1M -$19.5K -396 -2%
JPMPWA
347
J.P. Morgan Private Wealth Advisors
California
$997K +$121K +2,449 +14%
WF
348
Welch & Forbes
Massachusetts
$993K – – –
CB
349
Cooke & Bieler
Pennsylvania
$986K -$39.4K -800 -4%
CA
350
Cullinan Associates
Kentucky
$986K – – –
12 13
14
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