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Marsh & McLennan
MMC

Overview Fund Activity

568 hedge funds and large institutions have $23B invested in Marsh & McLennan in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 224 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
16.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
54
Increased
184
Reduced
224
Closed
28
Calls
$19.3M
Puts
$9.22M
Net Calls
+$10.1M
Net Calls Change
-$5.53M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$345M
2
JHIU
Janus Henderson Investors US
Colorado
$186M
3
BA
BlackRock Advisors
Delaware
$71.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.33B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B

Top Sellers

1
Primecap Management
Primecap Management
California
$1.14B
2
Citadel Advisors
Citadel Advisors
Florida
$16.1M
3
O
OppenheimerFunds
New York
$267M
4
Capital World Investors
Capital World Investors
California
$307M
5
PI
PGGM Investments
Netherlands
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
476
New York Life Investment Management
New York
$247K – – –
MYAM
477
Meiji Yasuda Asset Management
Japan
$245K +$4.93K +100 +2%
MCM
478
Manchester Capital Management
Vermont
$245K +$13.8K +279 +6%
HCM
479
Highbridge Capital Management
New York
$242K +$242K +4,900 New
LJAC
480
L.J. Altfest & Co
New York
$241K – – –
VCM
481
Vigilant Capital Management
Maine
$239K -$49.4K -1,000 -17%
PAS
482
Partnervest Advisory Services
California
$238K – – –
WTNA
483
Wilmington Trust National Association
Delaware
$238K +$238K +4,826 New
IIC
484
Ironwood Investment Counsel
Arizona
$237K – – –
BWAM
485
Boyd Watterson Asset Management
Ohio
$236K – – –
RJT
486
Raymond James Trust
Florida
$235K -$7.25K -147 -3%
SC
487
Scotia Capital
Ontario, Canada
$235K – – –
N
488
Natixis
France
$231K +$231K +4,692 New
LJHT
489
Laurie J. Hall Trustee
$227K – – –
DWT
490
Dorsey & Whitney Trust
South Dakota
$225K -$140K -2,846 -38%
DP
491
Dearborn Partners
Illinois
$222K – – –
WB
492
WesBanco Bank
West Virginia
$218K +$4.94K +100 +2%
QIM
493
Quantitative Investment Management
Virginia
$216K +$216K +4,400 New
NCMG
494
NCM Capital Management Group
North Carolina
$213K -$2.51M -50,900 -92%
GIS
495
Guardian Investor Services
New York
$209K -$8.79K -178 -4%
WKWM
496
Walter & Keenan Wealth Management
Indiana
$207K +$207K +4,200 New
SI
497
Scout Investments
Missouri
$202K -$172K -3,485 -46%
NIM
498
NuWave Investment Management
New Jersey
$200K +$26.7K +542 +15%
NAM
499
Needelman Asset Management
California
$200K +$200K +4,060 New
DADC
500
D.A. Davidson & Co
Montana
$176K -$6.86K -142 -4%
18 19
20
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