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Marsh & McLennan
MMC

Overview Fund Activity

567 hedge funds and large institutions have $24.5B invested in Marsh & McLennan in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 260 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+9
Holders Change %
+1.61%
% of All Funds
16.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
37
Increased
150
Reduced
260
Closed
21
Calls
$76.8M
Puts
$11.4M
Net Calls
+$65.4M
Net Calls Change
-$1.57M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.57B
2
SBAM
2
Santa Barbara Asset Management
California
$112M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$69.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.63B
5
Macquarie Group
5
Macquarie Group
Australia
$476M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.51B
2
O
2
OppenheimerFunds
New York
$169M
3
Invesco
3
Invesco
Georgia
$698M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Norges Bank
5
Norges Bank
Norway
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
376
Barometer Capital Management
Ontario, Canada
$780K +$257K +4,900 +49%
Daiwa Securities Group
377
Daiwa Securities Group
Japan
$743K -$41.9K -800 -5%
Bank of Nova Scotia
378
Bank of Nova Scotia
Ontario, Canada
$743K +$30.5K +584 +4%
AT
379
Arden Trust
Delaware
$730K -$36.6K -700 -5%
PWLP
380
Prio Wealth Limited Partnership
Massachusetts
$727K -$65.4K -1,250 -8%
ICAS
381
Investors Capital Advisory Services
Massachusetts
$726K +$86K +1,643 +13%
FPCM
382
Financial Partners Capital Management
New York
$701K +$71.1K +1,358 +11%
LCM
383
Logan Capital Management
Pennsylvania
$695K -$44.3K -845 -6%
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$673K -$7.86K -150 -1%
EOJOAM
385
E. Ohman J:or Asset Management
Sweden
$659K – – –
DCLA
386
Douglas C. Lane & Associates
New York
$650K -$358K -6,839 -36%
FTIOP
387
Fiduciary Trust International of Pennsylvania
Pennsylvania
$650K +$18.3K +350 +3%
AA
388
ALPS Advisors
Colorado
$631K -$44.8K -855 -7%
CA
389
Cornerstone Advisors
North Carolina
$628K – – –
HFS
390
HL Financial Services
Kentucky
$617K -$2.2M -41,923 -78%
MWP
391
Moller Wealth Partners
$612K – – –
Verition Fund Management
392
Verition Fund Management
Connecticut
$612K +$612K +11,699 New
QI
393
QS Investors
New York
$604K -$503K -9,600 -45%
MBTD
394
Mechanics Bank - Trust Department
California
$593K – – –
PSUF
395
People's United Financial
Connecticut
$592K -$9.52K -182 -2%
VRS
396
Virginia Retirement Systems
Virginia
$592K +$6.6K +126 +1%
CC
397
ClearArc Capital
Ohio
$589K +$10.3K +196 +2%
Dodge & Cox
398
Dodge & Cox
California
$569K +$569K +10,880 New
TRCT
399
Tower Research Capital (TRC)
New York
$562K +$458K +8,746 +438%
CI
400
Constellation Investments
Ohio
$555K +$5.24K +100 +1%
14 15
16
17 18