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Marsh & McLennan
MMC

Overview Fund Activity

558 hedge funds and large institutions have $24.4B invested in Marsh & McLennan in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 204 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
16.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
39
Increased
205
Reduced
204
Closed
45
Calls
$71.5M
Puts
$4.51M
Net Calls
+$67M
Net Calls Change
+$56.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$996M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.46B
4
Northern Trust
4
Northern Trust
Illinois
$387M
5
AAM
5
Aberdeen Asset Management
United Kingdom
$33.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$762M
2
Primecap Management
2
Primecap Management
California
$1.12B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.54B
4
American Century Companies
4
American Century Companies
Missouri
$215M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
426
Scout Investments
Missouri
$393K +$181K +3,485 +85%
CSS
427
Cubist Systematic Strategies
Connecticut
$375K +$375K +7,241 New
SCM
428
Sterling Capital Management
North Carolina
$373K – – –
CAMI
429
Concord Asset Management (Illinois)
Illinois
$372K – – –
EWM
430
Evercore Wealth Management
New York
$363K -$12.4K -240 -3%
TH
431
TCTC Holdings
Texas
$363K – – –
KFA
432
Kelleher Financial Advisors
New York
$362K – – –
HIM
433
Hermes Investment Management
United Kingdom
$358K – – –
MYAM
434
Meiji Yasuda Asset Management
Japan
$351K +$93.3K +1,800 +36%
WMSA
435
Weiss Multi-Strategy Advisers
New York
$346K +$346K +6,680 New
LWCFA
436
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K – – –
BTW
437
Boston Trust Walden
Massachusetts
$342K – – –
DSC
438
Duncker Streett & Co
Missouri
$342K – – –
TF
439
Trutina Financial
Washington
$341K – – –
MC
440
Moors & Cabot
Massachusetts
$332K +$28.7K +551 +9%
PA
441
Pinnacle Associates
New York
$331K -$67.3K -1,300 -17%
Fuller & Thaler Asset Management
442
Fuller & Thaler Asset Management
California
$329K – – –
NRS
443
Neville Rodie & Shaw
New York
$321K – – –
LCP
444
LGT Capital Partners
Switzerland
$321K +$321K +6,200 New
Schroder Investment Management Group
445
Schroder Investment Management Group
United Kingdom
$321K -$1.53M -29,433 -83%
OMCS
446
Old Mutual Customised Solutions
South Africa
$316K -$36.3K -700 -10%
BC
447
Bartlett & Co
Ohio
$311K – – –
ECM
448
Everence Capital Management
Indiana
$307K – – –
OCG
449
Opus Capital Group
Ohio
$307K +$307K +5,920 New
HCM
450
Hutchinson Capital Management
California
$306K -$15.3K -295 -5%
16 17
18
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