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Marsh & McLennan
MMC

Overview Fund Activity

633 hedge funds and large institutions have $31.3B invested in Marsh & McLennan in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 207 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+26
Holders Change %
+4.28%
% of All Funds
16.92%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
69
Increased
235
Reduced
207
Closed
35
Calls
$26.5M
Puts
$33.7M
Net Calls
-$7.18M
Net Calls Change
+$722K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$682M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$265M
3
BA
BlackRock Advisors
Delaware
+$75.3M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$53.9M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$51.5M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$515M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$294M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$135M
4
Primecap Management
Primecap Management
California
-$132M
5
Invesco
Invesco
Georgia
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
451
Duncker Streett & Co
Missouri
$452K – – –
BTW
452
Boston Trust Walden
Massachusetts
$452K – – –
CC
453
Colrain Capital
Massachusetts
$428K -$17.1K -250 -4%
MC
454
Miles Capital
Iowa
$426K -$855K -12,489 -67%
DLA
455
Douglas Lane & Associates
New York
$425K -$6.85K -100 -2%
CCA
456
Checchi Capital Advisers
California
$421K -$28.4K -415 -6%
BWAM
457
Boyd Watterson Asset Management
Ohio
$418K -$14.5K -212 -3%
BC
458
Bartlett & Co
Ohio
$418K +$7.18K +105 +2%
CT
459
Cambridge Trust
Massachusetts
$414K +$70.5K +1,030 +21%
OC
460
Oppenheimer & Co
New York
$411K -$117K -1,713 -22%
NRS
461
Neville Rodie & Shaw
New York
$411K – – –
BAAM
462
Baker Avenue Asset Management
California
$404K -$8.57K -125 -2%
AG
463
Advisor Group
Arizona
$398K +$398K +5,857 New
PP
464
Paloma Partners
Connecticut
$396K +$396K +5,778 New
WAM
465
Wealthspire Advisors (Maryland)
Maryland
$395K +$34.5K +503 +10%
RCAMU
466
Rothschild & Co Asset Management US
Connecticut
$392K +$52K +760 +15%
MCA
467
Mercer Capital Advisers
New Jersey
$380K – – –
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$380K -$784K -11,458 -67%
MBTD
469
Mechanics Bank - Trust Department
California
$377K – – –
TAM
470
Tocqueville Asset Management
New York
$376K +$376K +5,488 New
Dodge & Cox
471
Dodge & Cox
California
$367K -$171K -2,500 -32%
CB
472
Commerce Bank
Missouri
$365K -$6.64K -97 -2%
MCM
473
Moore Capital Management
New York
$359K +$359K +5,242 New
ROTUOC
474
Regents of the University of California
California
$356K – – –
ACP
475
Ashfield Capital Partners
California
$356K – – –
17 18
19
20 21