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Marsh & McLennan
MMC

Overview Fund Activity

568 hedge funds and large institutions have $23B invested in Marsh & McLennan in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 224 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
16.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
54
Increased
184
Reduced
224
Closed
28
Calls
$19.3M
Puts
$9.22M
Net Calls
+$10.1M
Net Calls Change
-$5.53M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$345M
2
JHIU
Janus Henderson Investors US
Colorado
$186M
3
BA
BlackRock Advisors
Delaware
$71.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.33B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B

Top Sellers

1
Primecap Management
Primecap Management
California
$1.14B
2
Citadel Advisors
Citadel Advisors
Florida
$16.1M
3
O
OppenheimerFunds
New York
$267M
4
Capital World Investors
Capital World Investors
California
$307M
5
PI
PGGM Investments
Netherlands
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
426
GSA Capital Partners
United Kingdom
$450K -$49.4K -1,001 -10%
FT
427
Fiduciary Trust
Massachusetts
$449K – – –
QBFM
428
QS Batterymarch Financial Management
New York
$445K -$146K -2,954 -25%
RCM
429
Reynolds Capital Management
Nevada
$439K -$24.7K -500 -5%
LP
430
LMR Partners
United Kingdom
$436K +$436K +8,839 New
BAM
431
Burnham Asset Management
New York
$429K – – –
WSFS
432
Wilmington Savings Fund Society
Delaware
$422K +$14.8K +300 +4%
AI
433
Atria Investments
North Carolina
$421K -$3.01K -61 -0.7%
FWCM
434
Ferguson Wellman Capital Management
Oregon
$412K – – –
RBC
435
Ronald Blue & Co
Georgia
$396K +$9.37K +190 +2%
SHA
436
Smith Hayes Advisers
Nebraska
$394K -$64.5K -1,309 -14%
TRIM
437
Thompson Rubinstein Investment Management
Oregon
$381K – – –
WT
438
Whittier Trust
California
$380K – – –
PA
439
Pinnacle Associates
New York
$379K – – –
SFP
440
Santa Fe Partners
New Mexico
$377K -$301K -6,110 -44%
ACM
441
Azimuth Capital Management
Michigan
$375K – – –
Parallax Volatility Advisers
442
Parallax Volatility Advisers
California
$362K +$313K +6,341 +633%
EWM
443
Evercore Wealth Management
New York
$357K – – –
SCM
444
Sterling Capital Management
North Carolina
$355K – – –
CAMI
445
Concord Asset Management (Illinois)
Illinois
$354K – – –
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$352K -$193K -3,924 -35%
NB
447
Norinchukin Bank
Japan
$350K +$105K +2,137 +43%
TH
448
TCTC Holdings
Texas
$345K – – –
KFA
449
Kelleher Financial Advisors
New York
$344K – – –
JIP
450
Jaffetilchin Investment Partners
Florida
$342K -$311K -6,303 -48%
16 17
18
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