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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 %
1GA
451
1st Global Advisors
Texas
$305K +$27.2K +524 +10%
BAAM
452
Baker Avenue Asset Management
California
$304K +$304K +5,860 New
IAA
453
Ironsides Asset Advisors
North Carolina
$299K +$299K +5,770 New
HB
454
Homrich & Berg
Georgia
$298K +$1.56K +30 +0.5%
GLA
455
Great Lakes Advisors
Illinois
$297K +$621 +12 +0.2%
FMLI
456
Fukoku Mutual Life Insurance
Japan
$297K +$36.2K +700 +14%
AP
457
Advisor Partners
California
$291K -$777 -15 -0.3%
VFA
458
Virtus Fund Advisers
Connecticut
$285K +$285K +5,502 New
ACP
459
Ashfield Capital Partners
California
$269K -$13.7K -265 -5%
ROTUOC
460
Regents of the University of California
California
$269K +$269K +5,200 New
BPM
461
Bowling Portfolio Management
Ohio
$266K – – –
HPC
462
HM Payson & Co
Maine
$266K – – –
NYLIM
463
New York Life Investment Management
New York
$259K – – –
MCM
464
Manchester Capital Management
Vermont
$257K – – –
WTNA
465
Wilmington Trust National Association
Delaware
$252K +$1.56K +30 +0.6%
VCM
466
Vigilant Capital Management
Maine
$251K – – –
PAS
467
Partnervest Advisory Services
California
$250K – – –
NB
468
Norinchukin Bank
Japan
$249K -$119K -2,296 -32%
IIC
469
Ironwood Investment Counsel
Arizona
$249K – – –
RJT
470
Raymond James Trust
Florida
$248K +$1.35K +26 +0.5%
DWT
471
Dorsey & Whitney Trust
South Dakota
$241K +$4.5K +87 +2%
BSA
472
Braun Stacey Associates
New York
$238K +$238K +4,600 New
DP
473
Dearborn Partners
Illinois
$233K – – –
Creative Planning
474
Creative Planning
Kansas
$221K +$41.1K +791 +23%
WKWM
475
Walter & Keenan Wealth Management
Indiana
$218K – – –
17 18
19
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