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Marsh & McLennan
MMC

Overview Fund Activity

515 hedge funds and large institutions have $22.6B invested in Marsh & McLennan in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 198 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
16.7%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
39
Increased
175
Reduced
198
Closed
26
Calls
$19.5M
Puts
$8.63M
Net Calls
+$10.9M
Net Calls Change
-$35.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$673M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.15B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$730M
4
PI
4
PGGM Investments
Netherlands
$51.2M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$107M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$37.5M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$29.7M
3
Boston Partners
3
Boston Partners
Massachusetts
$99.4M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
376
Transamerica Financial Advisors
Florida
$530K +$121K +2,787 +30%
FPCM
377
Financial Partners Capital Management
New York
$525K -$74.7K -1,716 -12%
TRCT
378
Tower Research Capital (TRC)
New York
$524K +$481K +11,052 +1,122%
CA
379
Cornerstone Advisors
North Carolina
$523K +$87.2K +2,000 +20%
CTC
380
Central Trust Company
Missouri
$515K +$3.05K +70 +0.6%
MWP
381
Moller Wealth Partners
$510K – – –
AIP
382
Ameritas Investment Partners
Nebraska
$510K +$510K +11,705 New
MA
383
MUFG Americas
New York
$509K – – –
MC
384
Miles Capital
Iowa
$504K -$1.06M -24,460 -68%
MBTD
385
Mechanics Bank - Trust Department
California
$494K – – –
PSUF
386
People's United Financial
Connecticut
$493K – – –
WFM
387
Wilmington Funds Management
Delaware
$490K -$122K -2,800 -20%
Mirae Asset Global Investments
388
Mirae Asset Global Investments
South Korea
$490K +$59.3K +1,361 +14%
BPBT
389
Boston Private Bank & Trust
Massachusetts
$487K +$118K +2,720 +32%
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$482K +$190K +4,354 +65%
SPC
391
Stewart & Patten Company
California
$466K – – –
SCM
392
SOL Capital Management
Maryland
$457K – – –
CC
393
ClearArc Capital
Ohio
$445K -$15.9K -365 -3%
WKA
394
Wilson Kemp & Associates
Michigan
$444K – – –
FT
395
Fiduciary Trust
Massachusetts
$440K +$4.7K +108 +1%
ICAS
396
Investors Capital Advisory Services
Massachusetts
$440K +$183K +4,210 +71%
RL
397
Ruffer LLP
United Kingdom
$437K – – –
FTIOP
398
Fiduciary Trust International of Pennsylvania
Pennsylvania
$436K – – –
FA
399
FDx Advisors
Illinois
$420K -$46.4K -1,065 -10%
DCM
400
Dupont Capital Management
Delaware
$418K – – –
14 15
16
17 18