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Marsh & McLennan
MMC

Overview Fund Activity

607 hedge funds and large institutions have $26.8B invested in Marsh & McLennan in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+5
Holders Change %
+0.83%
% of All Funds
16.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
208
Reduced
222
Closed
50
Calls
$20.5M
Puts
$28.4M
Net Calls
-$7.9M
Net Calls Change
-$9.07M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.14B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$221M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$779M
4
Capital International Investors
4
Capital International Investors
California
$660M
5
Goldman Sachs
5
Goldman Sachs
New York
$132M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$966M
2
Invesco
2
Invesco
Georgia
$527M
3
Capital World Investors
3
Capital World Investors
California
$273M
4
Norges Bank
4
Norges Bank
Norway
$75.7M
5
O
5
OppenheimerFunds
New York
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dodge & Cox
426
Dodge & Cox
California
$478K – – –
AA
427
ALPS Advisors
Colorado
$478K +$478K +7,864 New
FWCM
428
Ferguson Wellman Capital Management
Oregon
$473K – – –
TH
429
TCTC Holdings
Texas
$470K – – –
OC
430
Oppenheimer & Co
New York
$470K – – –
RL
431
Ruffer LLP
United Kingdom
$460K -$47.1K -775 -9%
BAM
432
Burnham Asset Management
New York
$431K -$30.4K -500 -7%
EWM
433
Evercore Wealth Management
New York
$430K – – –
SF
434
Synovus Financial
Georgia
$427K +$165K +2,716 +63%
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$423K +$46.6K +767 +12%
TRIM
436
Thompson Rubinstein Investment Management
Oregon
$417K – – –
QI
437
QS Investors
New York
$415K -$31.3K -516 -7%
SCM
438
Shelton Capital Management
Colorado
$415K +$91.2K +1,500 +28%
BTW
439
Boston Trust Walden
Massachusetts
$401K – – –
DSC
440
Duncker Streett & Co
Missouri
$401K – – –
CCA
441
Checchi Capital Advisers
California
$399K +$47K +773 +13%
CC
442
Colrain Capital
Massachusetts
$395K -$368K -6,060 -48%
NCM
443
Noesis Capital Mangement
Florida
$394K – – –
BWAM
444
Boyd Watterson Asset Management
Ohio
$384K -$684K -11,271 -64%
DLA
445
Douglas Lane & Associates
New York
$384K +$384K +6,309 New
BAAM
446
Baker Avenue Asset Management
California
$366K +$9.79K +161 +3%
BC
447
Bartlett & Co
Ohio
$365K – – –
NRS
448
Neville Rodie & Shaw
New York
$365K – – –
CAAS
449
Capital Asset Advisory Services
Michigan
$364K +$364K +5,982 New
ECM
450
Everence Capital Management
Indiana
$360K – – –
16 17
18
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