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Marsh & McLennan
MMC

Overview Fund Activity

558 hedge funds and large institutions have $24.4B invested in Marsh & McLennan in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 204 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
16.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
39
Increased
205
Reduced
204
Closed
45
Calls
$71.5M
Puts
$4.51M
Net Calls
+$67M
Net Calls Change
+$56.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$996M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.46B
4
Northern Trust
4
Northern Trust
Illinois
$387M
5
AAM
5
Aberdeen Asset Management
United Kingdom
$33.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$762M
2
Primecap Management
2
Primecap Management
California
$1.12B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.54B
4
American Century Companies
4
American Century Companies
Missouri
$215M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
GIS
476
Guardian Investor Services
New York
$211K -$7.91K -153 -4%
NAM
477
Needelman Asset Management
California
$210K – – –
NCM
478
Noesis Capital Mangement
Florida
$210K +$210K +4,045 New
Nomura Holdings
479
Nomura Holdings
Japan
$209K -$5.3M -103,057 -96%
NSAM
480
North Star Asset Management
Wisconsin
$207K +$207K +4,000 New
WKA
481
Wilson Kemp & Associates
Michigan
$207K +$207K +4,000 New
FAB
482
First American Bank
Illinois
$207K +$207K +4,000 New
GI
483
GAMCO Investors
Connecticut
$207K +$207K +4,000 New
Two Sigma Advisers
484
Two Sigma Advisers
New York
$203K +$203K +3,920 New
PP
485
Prudential plc
United Kingdom
$200K +$200K +3,867 New
NCMG
486
NCM Capital Management Group
North Carolina
$198K -$25.9K -500 -12%
DADC
487
D.A. Davidson & Co
Montana
$189K +$1.9K +37 +1%
WA
488
WFG Advisors
Texas
$182K – – –
TCOV
489
Trust Company of Vermont
Vermont
$177K – – –
VIMU
490
Veritas Investment Management (UK)
United Kingdom
$173K -$296K -6,000 Closed
Envestnet Asset Management
491
Envestnet Asset Management
Illinois
$162K +$131K +2,535 +425%
GLI
492
Guardian Life Insurance
New York
$161K +$1.09K +21 +0.7%
W
493
Wealthfront
California
$152K +$47.5K +913 +46%
JWM
494
Jacobus Wealth Management
Wisconsin
$143K – – –
MSFP
495
Mark Sheptoff Financial Planning
Connecticut
$124K – – –
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$254K -4,883 -68%
SAMC
497
Shinko Asset Management Company
Japan
$115K – – –
WTB
498
Washington Trust Bank
Washington
$113K – – –
TAM
499
Tocqueville Asset Management
New York
$105K – – –
TRCT
500
Tower Research Capital (TRC)
New York
$103K +$93.7K +1,816 +1,009%
18 19
20
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