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Marsh & McLennan
MMC

Overview Fund Activity

673 hedge funds and large institutions have $29.3B invested in Marsh & McLennan in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+40
Holders Change %
+6.32%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
85
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$136M
2
Goldman Sachs
Goldman Sachs
New York
+$82.9M
3
Ameriprise
Ameriprise
Minnesota
+$70.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$70M
5
BA
BlackRock Advisors
Delaware
+$59.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$788M
2
Macquarie Group
Macquarie Group
Australia
-$724M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$175M
4
Primecap Management
Primecap Management
California
-$152M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
451
Cooke & Bieler
Pennsylvania
$572K -$404K -6,000 -41%
RBC
452
Ronald Blue & Co
Georgia
$571K – – –
EWM
453
Evercore Wealth Management
New York
$570K +$48.1K +715 +9%
BWM
454
Braver Wealth Management
Massachusetts
$566K – – –
GLA
455
Great Lakes Advisors
Illinois
$565K – – –
Parallax Volatility Advisers
456
Parallax Volatility Advisers
California
$565K +$565K +8,408 New
FT
457
Fiduciary Trust
Massachusetts
$556K -$34K -505 -6%
CC
458
Cognios Capital
Kansas
$556K +$1.81K +27 +0.3%
SPC
459
Stewart & Patten Company
California
$551K – – –
WT
460
Whittier Trust
California
$543K – – –
TSW
461
Thompson Siegel & Walmsley
Virginia
$542K – – –
HPC
462
HM Payson & Co
Maine
$539K +$673 +10 +0.1%
BRA
463
Blue Rock Advisors
Minnesota
$534K +$534K +7,946 New
FWCM
464
Ferguson Wellman Capital Management
Oregon
$523K – – –
TH
465
TCTC Holdings
Texas
$520K -$2.22K -33 -0.4%
TI
466
Trexquant Investment
Connecticut
$518K +$518K +7,702 New
HFS
467
HL Financial Services
Kentucky
$517K -$582K -8,642 -53%
MPAM
468
Murphy Pohlad Asset Management
Minnesota
$513K -$24.9K -370 -5%
SCM
469
SOL Capital Management
Maryland
$491K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
470
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$488K +$258K +3,832 +112%
RCAMU
471
Rothschild & Co Asset Management US
Connecticut
$467K +$82K +1,219 +21%
QI
472
QS Investors
New York
$460K – – –
BC
473
Brinker Capital
Pennsylvania
$458K +$458K +6,812 New
TRIM
474
Thompson Rubinstein Investment Management
Oregon
$455K -$37.2K -554 -8%
RL
475
Ruffer LLP
United Kingdom
$455K – – –
17 18
19
20 21