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Marsh & McLennan
MMC

Overview Fund Activity

567 hedge funds and large institutions have $24.5B invested in Marsh & McLennan in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 260 reducing their positions, and 21 closing their positions.

Holders
567
Holders Change
+9
Holders Change %
+1.61%
% of All Funds
16.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
37
Increased
150
Reduced
260
Closed
21
Calls
$76.8M
Puts
$11.4M
Net Calls
+$65.4M
Net Calls Change
-$1.57M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.57B
2
SBAM
2
Santa Barbara Asset Management
California
$112M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$69.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.63B
5
Macquarie Group
5
Macquarie Group
Australia
$476M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.51B
2
O
2
OppenheimerFunds
New York
$169M
3
Invesco
3
Invesco
Georgia
$698M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Norges Bank
5
Norges Bank
Norway
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
426
Burnham Asset Management
New York
$445K – – –
Jane Street
427
Jane Street
New York
$445K +$445K +8,500 New
WSFS
428
Wilmington Savings Fund Society
Delaware
$433K -$15.7K -300 -3%
CSS
429
Cubist Systematic Strategies
Connecticut
$433K +$54.4K +1,040 +14%
DCM
430
Dynamic Capital Management
Jersey
$428K -$738K -14,111 -63%
FT
431
Fiduciary Trust
Massachusetts
$424K -$26.2K -500 -6%
JIP
432
Jaffetilchin Investment Partners
Florida
$421K +$421K +8,038 New
RCM
433
Reynolds Capital Management
Nevada
$413K -$5.23K -100 -1%
WT
434
Whittier Trust
California
$401K -$3.41K -65 -0.8%
SI
435
Scout Investments
Missouri
$397K – – –
TRIM
436
Thompson Rubinstein Investment Management
Oregon
$388K -$16.2K -310 -4%
KFA
437
Kelleher Financial Advisors
New York
$380K – – –
SCM
438
Sterling Capital Management
North Carolina
$377K – – –
CAMI
439
Concord Asset Management (Illinois)
Illinois
$376K – – –
SHA
440
Smith Hayes Advisers
Nebraska
$366K -$52.3K -1,000 -13%
EWM
441
Evercore Wealth Management
New York
$366K – – –
TH
442
TCTC Holdings
Texas
$366K – – –
HIM
443
Hermes Investment Management
United Kingdom
$361K – – –
LWCFA
444
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$349K – – –
1GA
445
1st Global Advisors
Texas
$348K +$40.6K +776 +13%
DSC
446
Duncker Streett & Co
Missouri
$346K – – –
BTW
447
Boston Trust Walden
Massachusetts
$345K – – –
Envestnet Asset Management
448
Envestnet Asset Management
Illinois
$336K +$172K +3,287 +105%
TF
449
Trutina Financial
Washington
$334K -$10.5K -200 -3%
MC
450
Moors & Cabot
Massachusetts
$334K -$997 -19 -0.3%
16 17
18
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