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Marsh & McLennan
MMC

Overview Fund Activity

515 hedge funds and large institutions have $22.6B invested in Marsh & McLennan in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 198 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
16.7%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
39
Increased
175
Reduced
198
Closed
26
Calls
$19.5M
Puts
$8.63M
Net Calls
+$10.9M
Net Calls Change
-$35.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$673M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.15B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$730M
4
PI
4
PGGM Investments
Netherlands
$51.2M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$107M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$37.5M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$29.7M
3
Boston Partners
3
Boston Partners
Massachusetts
$99.4M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
451
Bowling Portfolio Management
Ohio
$223K – – –
RJT
452
Raymond James Trust
Florida
$222K -$15.1K -348 -6%
HFS
453
HL Financial Services
Kentucky
$220K – – –
NB
454
Norinchukin Bank
Japan
$219K +$219K +5,030 New
RP
455
Reinhart Partners
Wisconsin
$218K +$218K +5,000 New
HPC
456
HM Payson & Co
Maine
$217K +$217K +4,994 New
ST
457
Spot Trading
Illinois
$213K -$243K -5,572 -53%
PAS
458
Partnervest Advisory Services
California
$210K – – –
SC
459
Scotia Capital
Ontario, Canada
$207K +$207K +4,762 New
MCM
460
Manchester Capital Management
Vermont
$204K – – –
LJHT
461
Laurie J. Hall Trustee
$200K +$200K +4,600 New
GIS
462
Guardian Investor Services
New York
$192K -$1.96K -45 -1%
Fuller & Thaler Asset Management
463
Fuller & Thaler Asset Management
California
$163K +$43.5K +1,000 +36%
DADC
464
D.A. Davidson & Co
Montana
$160K -$1.89K -44 -1%
WA
465
WFG Advisors
Texas
$153K +$8.7K +200 +6%
TCOV
466
Trust Company of Vermont
Vermont
$149K – – –
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$140K +$1.91K +44 +1%
Creative Planning
468
Creative Planning
Kansas
$123K – – –
JWM
469
Jacobus Wealth Management
Wisconsin
$120K – – –
SAMC
470
Shinko Asset Management Company
Japan
$113K -$26.1K -600 -19%
Financial Engines Advisors
471
Financial Engines Advisors
California
$94K +$94K +2,165 New
M&T Bank
472
M&T Bank
New York
$78K – – –
M
473
MOTCO
Texas
$78K – – –
ST
474
Stifel Trust
Missouri
$73K -$8.73K -200 -11%
NIM
475
NuWave Investment Management
New Jersey
$70K -$9.27K -212 -12%
17 18
19
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