MMC icon

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 %
WTIM
401
Wilmington Trust Investment Management
Delaware
$415K – – –
CI
402
Constellation Investments
Ohio
$409K +$26.1K +600 +7%
SHA
403
Smith Hayes Advisers
Nebraska
$405K +$174 +4 +0%
HCM
404
Hutchinson Capital Management
California
$398K -$45.7K -1,050 -10%
BAM
405
Burnham Asset Management
New York
$392K – – –
VCM
406
Vigilant Capital Management
Maine
$378K – – –
AI
407
Atria Investments
North Carolina
$376K +$959 +22 +0.3%
HCM
408
Howland Capital Management
Massachusetts
$375K – – –
CNB
409
City National Bank
California
$372K -$342K -7,873 -48%
FWCM
410
Ferguson Wellman Capital Management
Oregon
$364K – – –
WSFS
411
Wilmington Savings Fund Society
Delaware
$360K – – –
PA
412
Pinnacle Associates
New York
$354K +$72.4K +1,665 +26%
RCM
413
Reynolds Capital Management
Nevada
$344K +$30.5K +700 +10%
TRIM
414
Thompson Rubinstein Investment Management
Oregon
$337K +$13.7K +315 +4%
WT
415
Whittier Trust
California
$336K – – –
QT
416
Quantbot Technologies
New York
$335K -$447K -10,270 -57%
RBC
417
Ronald Blue & Co
Georgia
$332K +$32.1K +737 +11%
DWT
418
Dorsey & Whitney Trust
South Dakota
$323K +$83.6K +1,919 +35%
EWM
419
Evercore Wealth Management
New York
$315K +$10.4K +240 +3%
SCM
420
Sterling Capital Management
North Carolina
$314K – – –
SNC
421
Stifel Nicolaus & Co
Missouri
$312K -$61.2K -1,406 -16%
CAMI
422
Concord Asset Management (Illinois)
Illinois
$312K – – –
TF
423
Trutina Financial
Washington
$307K +$8.72K +200 +3%
TH
424
TCTC Holdings
Texas
$305K – – –
KFA
425
Kelleher Financial Advisors
New York
$305K – – –
15 16
17
18 19