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Marsh & McLennan
MMC

Overview Fund Activity

601 hedge funds and large institutions have $25.8B invested in Marsh & McLennan in 2015 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 200 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-4
Holders Change %
-0.66%
% of All Funds
16.03%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
45
Increased
200
Reduced
237
Closed
39
Calls
$10.3M
Puts
$10.9M
Net Calls
-$652K
Net Calls Change
-$57.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$232M
2
Norges Bank
Norges Bank
Norway
+$58.6M
3
Macquarie Group
Macquarie Group
Australia
+$44M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$40.2M
5
MAA
Managed Account Advisors
New Jersey
+$35.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$184M
2
State Street
State Street
Massachusetts
-$118M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$116M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$107M
5
Invesco
Invesco
Georgia
-$97.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
426
United Capital Financial Advisors
Texas
$469K +$117K +2,088 +33%
RL
427
Ruffer LLP
United Kingdom
$468K -$89.7K -1,600 -16%
FWCM
428
Ferguson Wellman Capital Management
Oregon
$468K -$21.3K -380 -4%
Creative Planning
429
Creative Planning
Kansas
$465K -$13K -231 -3%
FT
430
Fiduciary Trust
Massachusetts
$455K – – –
SCM
431
Sterling Capital Management
North Carolina
$451K +$46.9K +835 +12%
CA
432
Cornerstone Advisors
North Carolina
$449K +$56.1K +1,000 +14%
AI
433
Atria Investments
North Carolina
$444K -$30.8K -549 -6%
CCMG
434
Clark Capital Management Group
Pennsylvania
$442K -$59.9K -1,069 -12%
WT
435
Whittier Trust
California
$441K +$12K +215 +3%
RFC
436
Regions Financial Corp
Alabama
$438K – – –
OC
437
Oppenheimer & Co
New York
$434K +$211K +3,762 +95%
Capital Fund Management (CFM)
438
Capital Fund Management (CFM)
France
$432K +$432K +7,700 New
LIC
439
Lodestar Investment Counsel
Illinois
$417K +$417K +7,438 New
TRIM
440
Thompson Rubinstein Investment Management
Oregon
$416K – – –
Lazard Asset Management
441
Lazard Asset Management
New York
$410K +$56K +1,001 +16%
1GA
442
1st Global Advisors
Texas
$395K +$505 +9 +0.1%
BTW
443
Boston Trust Walden
Massachusetts
$395K +$25.2K +450 +7%
EWM
444
Evercore Wealth Management
New York
$393K -$2.98K -53 -0.8%
TH
445
TCTC Holdings
Texas
$393K – – –
KFA
446
Kelleher Financial Advisors
New York
$392K – – –
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$374K – – –
DSC
448
Duncker Streett & Co
Missouri
$371K – – –
PRCM
449
Pine River Capital Management
Minnesota
$353K +$353K +6,300 New
NRS
450
Neville Rodie & Shaw
New York
$348K – – –
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