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Marsh & McLennan

550 hedge funds and large institutions have $22.5B invested in Marsh & McLennan in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 230 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+35
Holders Change %
+6.8%
% of All Funds
15.97%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
61
Increased
158
Reduced
230
Closed
22
Calls
$26.3M
Puts
$10.7M
Net Calls
+$15.6M
Net Calls Change
+$4.72M
Name Holding Trade Value Shares
Change
Shares
Change %
TRIM
426
Thompson Rubinstein Investment Management
Oregon
$374K
WT
427
Whittier Trust
California
$373K
PA
428
Pinnacle Associates
New York
$372K -$21.6K -446 -5%
ACM
429
Azimuth Capital Management
Michigan
$368K -$644K -13,300 -64%
SI
430
Scout Investments
Missouri
$367K +$69K +1,425 +23%
DWT
431
Dorsey & Whitney Trust
South Dakota
$358K -$145 -3 -0%
EWM
432
Evercore Wealth Management
New York
$351K
SCM
433
Sterling Capital Management
North Carolina
$348K
CAMI
434
Concord Asset Management (Illinois)
Illinois
$347K
TF
435
Trutina Financial
Washington
$340K
TH
436
TCTC Holdings
Texas
$339K
KFA
437
Kelleher Financial Advisors
New York
$338K
VRS
438
Virginia Retirement Systems
Virginia
$338K +$80.2K +1,657 +31%
HIM
439
Hermes Investment Management
United Kingdom
$334K
OMCS
440
Old Mutual Customised Solutions
South Africa
$329K
QT
441
Quantbot Technologies
New York
$322K -$50.3K -1,041 -14%
LWCFA
442
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$322K
SC
443
SouthState Corp
Florida
$321K +$321K +6,639 New
DSC
444
Duncker Streett & Co
Missouri
$319K
BTW
445
Boston Trust Walden
Massachusetts
$319K
Connor, Clark & Lunn Investment Management (CC&L)
446
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$318K +$318K +6,198 New
HCM
447
Hutchinson Capital Management
California
$300K -$143K -2,950 -32%
GLA
448
Great Lakes Advisors
Illinois
$292K -$26.6K -550 -8%
NRS
449
Neville Rodie & Shaw
New York
$290K
ECM
450
Everence Capital Management
Indiana
$287K