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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 %
SNT
476
Security National Trust
West Virginia
$68K – – –
PIA
477
Piedmont Investment Advisors
North Carolina
$64.5K +$54K +1,239 +512%
AC
478
Alexandria Capital
Virginia
$62K +$175 +4 +0.3%
OIA
479
Optimum Investment Advisors
Illinois
$59K +$59K +1,346 New
DAM
480
Delta Asset Management
Tennessee
$58K – – –
MAM
481
Mizuho Asset Management
Japan
$56K – – –
DSI
482
Daiwa SB Investments
Japan
$48K – – –
LTFS
483
Ladenburg Thalmann Financial Services
Florida
$44K -$8.52K -196 -16%
IMS
484
Index Management Solutions
Pennsylvania
$43K +$43K +997 New
CRCP
485
Copper Rock Capital Partners
Massachusetts
$42K +$42K +956 New
MFS
486
MSI Financial Services
Massachusetts
$41K -$5.39K -123 -12%
WTC
487
WhitTier Trust Company
Nevada
$36K – – –
PC
488
Polar Capital
United Kingdom
$32.4K +$4.42K +101,400 +16%
MUMSS
489
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K +$32K +740 New
SF
490
Synovus Financial
Georgia
$30K – – –
PSI
491
Pinnacle Summer Investments
Virginia
$30K +$2.38K +56 +9%
JIC
492
Joel Isaacson & Co
New York
$27K – – –
Manulife (Manufacturers Life Insurance)
493
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8K +$797 +18,311 +3%
RA
494
Rational Advisors
New York
$22K – – –
WA
495
Waverly Advisors
Alabama
$22K +$22K +500 New
EFSCE
496
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$10.1K +239 +92%
PTC
497
Private Trust Company
Ohio
$20K – – –
PP
498
Palladium Partners
Virginia
$19K – – –
FNBT
499
FineMark National Bank & Trust
Florida
$17K – – –
CFA
500
Carroll Financial Associates
North Carolina
$17K – – –
18 19
20
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