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Marsh & McLennan
MMC

Overview Fund Activity

673 hedge funds and large institutions have $29.3B invested in Marsh & McLennan in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+40
Holders Change %
+6.32%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
85
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$136M
2
Goldman Sachs
Goldman Sachs
New York
+$82.9M
3
Ameriprise
Ameriprise
Minnesota
+$70.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$70M
5
BA
BlackRock Advisors
Delaware
+$59.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$788M
2
Macquarie Group
Macquarie Group
Australia
-$724M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$175M
4
Primecap Management
Primecap Management
California
-$152M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$1.14M +$49.8K +740 +5%
KRSITF
377
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.13M -$288K -4,275 -20%
MERSOM
378
Municipal Employees' Retirement System of Michigan
Michigan
$1.11M +$4.03K +60 +0.4%
SIA
379
Sit Investment Associates
Minnesota
$1.07M – – –
LPL Financial
380
LPL Financial
California
$1.06M +$18.7K +282 +2%
RJFSA
381
Raymond James Financial Services Advisors
Florida
$1.05M -$1.09M -16,283 -51%
DCM
382
Dupont Capital Management
Delaware
$1.04M +$1.04M +15,500 New
FA
383
FDx Advisors
Illinois
$1.04M -$9.02K -134 -0.9%
HCMT
384
Highland Capital Management (Tennessee)
Tennessee
$1.03M +$1.03M +15,362 New
FAB
385
First American Bank
Illinois
$1.03M +$260K +3,861 +34%
NC
386
Nicholas Company
Wisconsin
$1.02M -$67.2K -1,000 -6%
HVIA
387
Hudson Valley Investment Advisors
New York
$1.02M +$119K +1,766 +13%
RC
388
RBF Capital
California
$1.01M – – –
CBU
389
CIBC Bank USA
Illinois
$995K -$14.2K -211 -1%
Bank of Nova Scotia
390
Bank of Nova Scotia
Ontario, Canada
$980K -$36.3K -540 -4%
Fayez Sarofim & Co
391
Fayez Sarofim & Co
Texas
$976K – – –
GL
392
GLG LLC
New York
$970K -$51K -759 -5%
PWLP
393
Prio Wealth Limited Partnership
Massachusetts
$961K – – –
PP
394
Paloma Partners
Connecticut
$960K +$572K +8,500 +147%
CLOS
395
Compagnie Lombard Odier SCmA
Switzerland
$931K – – –
Wealth Enhancement Advisory Services
396
Wealth Enhancement Advisory Services
Minnesota
$931K +$931K +14,033 New
FI
397
FormulaFolio Investments
Michigan
$920K -$58.2K -865 -6%
Federated Hermes
398
Federated Hermes
Pennsylvania
$908K -$7.3M -108,573 -89%
CA
399
Cornerstone Advisors
North Carolina
$908K – – –
CWM
400
Confluence Wealth Management
Oregon
$907K +$144K +2,147 +19%
14 15
16
17 18