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Marsh & McLennan
MMC

Overview Fund Activity

550 hedge funds and large institutions have $22.5B invested in Marsh & McLennan in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 230 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+35
Holders Change %
+6.8%
% of All Funds
15.97%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
61
Increased
158
Reduced
230
Closed
22
Calls
$26.3M
Puts
$10.7M
Net Calls
+$15.6M
Net Calls Change
+$4.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$116M
3
Citadel Advisors
Citadel Advisors
Florida
$76.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.3M
5
JHIU
Janus Henderson Investors US
Colorado
$103M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.22B
2
PIM
Perkins Investment Management
Illinois
$173M
3
Artisan Partners
Artisan Partners
Wisconsin
$372M
4
American Century Companies
American Century Companies
Missouri
$302M
5
Norges Bank
Norges Bank
Norway
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Credo Capital Management
Maryland
$214K -$425K -8,782 -66%
GIS
477
Guardian Investor Services
New York
$213K – – –
NSAM
478
North Star Asset Management
Wisconsin
$213K +$213K +4,400 New
WB
479
WesBanco Bank
West Virginia
$209K +$209K +4,313 New
GA
480
Geneva Advisors
Illinois
$205K +$205K +4,235 New
Fuller & Thaler Asset Management
481
Fuller & Thaler Asset Management
California
$181K – – –
DADC
482
D.A. Davidson & Co
Montana
$179K +$2.69K +57 +2%
WA
483
WFG Advisors
Texas
$170K -$48 -1 -0%
NIM
484
NuWave Investment Management
New Jersey
$170K +$92.6K +1,915 +120%
TAM
485
Tocqueville Asset Management
New York
$167K +$167K +3,439 New
TCOV
486
Trust Company of Vermont
Vermont
$165K – – –
ST
487
Spot Trading
Illinois
$159K -$76.9K -1,594 -33%
Creative Planning
488
Creative Planning
Kansas
$153K +$16.5K +341 +12%
GG
489
Gofen & Glossberg
Illinois
$151K +$151K +3,118 New
GLI
490
Guardian Life Insurance
New York
$150K -$170K -3,522 -53%
PL
491
Parkwood LLC
Ohio
$137K +$137K +2,831 New
JWM
492
Jacobus Wealth Management
Wisconsin
$133K – – –
SEC
493
Seven Eight Capital
New York
$126K +$126K +2,600 New
SAMC
494
Shinko Asset Management Company
Japan
$116K -$9.46K -196 -8%
CFG
495
CKW Financial Group
Hawaii
$92K +$92K +1,900 New
M&T Bank
496
M&T Bank
New York
$87K – – –
M
497
MOTCO
Texas
$87K – – –
ST
498
Stifel Trust
Missouri
$81K – – –
SNT
499
Security National Trust
West Virginia
$76K – – –
HRC
500
Hoertkorn Richard Charles
$76K +$76K +1,575 New
18 19
20
21 22