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Marsh & McLennan
MMC

Overview Fund Activity

567 hedge funds and large institutions have $24.5B invested in Marsh & McLennan in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 260 reducing their positions, and 21 closing their positions.

Holders
567
Holders Change
+9
Holders Change %
+1.61%
% of All Funds
16.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
37
Increased
150
Reduced
260
Closed
21
Calls
$76.8M
Puts
$11.4M
Net Calls
+$65.4M
Net Calls Change
-$1.57M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.57B
2
SBAM
2
Santa Barbara Asset Management
California
$112M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$69.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.63B
5
Macquarie Group
5
Macquarie Group
Australia
$476M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.51B
2
O
2
OppenheimerFunds
New York
$169M
3
Invesco
3
Invesco
Georgia
$698M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Norges Bank
5
Norges Bank
Norway
$57.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
476
Manchester Capital Management
Vermont
$260K 4,962 – –
OMCS
477
Old Mutual Customised Solutions
South Africa
$256K 4,900 -1,200 -20%
VCM
478
Vigilant Capital Management
Maine
$253K 4,841 – –
PAS
479
Partnervest Advisory Services
California
$252K 4,822 – –
IIC
480
Ironwood Investment Counsel
Arizona
$251K 4,800 – –
CT
481
Cambridge Trust
Massachusetts
$249K 4,754 -7,450 -61%
GLA
482
Great Lakes Advisors
Illinois
$248K 4,740 -1,000 -17%
CB
483
Commerce Bank
Missouri
$248K 4,743 +4,743 New
BSA
484
Braun Stacey Associates
New York
$241K 4,600 – –
MYAM
485
Meiji Yasuda Asset Management
Japan
$239K 4,561 -2,210 -33%
DP
486
Dearborn Partners
Illinois
$236K 4,500 – –
Fuller & Thaler Asset Management
487
Fuller & Thaler Asset Management
California
$233K 4,450 -1,900 -30%
WB
488
WesBanco Bank
West Virginia
$231K 4,413 +4,413 New
WA
489
WFG Advisors
Texas
$225K 4,296 +790 +23%
MSU
490
Maple Securities USA
New Jersey
$225K 4,304 +4,304 New
WKWM
491
Walter & Keenan Wealth Management
Indiana
$220K 4,200 – –
W
492
Wealthfront
California
$213K 4,071 +1,152 +39%
NCM
493
Noesis Capital Mangement
Florida
$212K 4,045 – –
FAB
494
First American Bank
Illinois
$209K 4,000 – –
NSAM
495
North Star Asset Management
Wisconsin
$209K 4,000 – –
GI
496
GAMCO Investors
Connecticut
$209K 4,000 – –
OC
497
Oppenheimer & Co
New York
$205K 3,921 +3,921 New
GIS
498
Guardian Investor Services
New York
$202K 3,861 -218 -5%
PP
499
Prudential plc
United Kingdom
$202K 3,867 – –
DADC
500
D.A. Davidson & Co
Montana
$181K 3,517 -165 -4%
18 19
20
21 22