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Marsh & McLennan
MMC

Overview Fund Activity

605 hedge funds and large institutions have $29.7B invested in Marsh & McLennan in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 194 increasing their positions, 224 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+38
Holders Change %
+6.7%
% of All Funds
16.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
66
Increased
194
Reduced
224
Closed
19
Calls
$73.9M
Puts
$16.9M
Net Calls
+$57M
Net Calls Change
-$8.36M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$457M
2
State Street
State Street
Massachusetts
$1.42B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.72B
4
Millennium Management
Millennium Management
New York
$65.7M
5
Capital International Investors
Capital International Investors
California
$531M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.32B
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
WG
Winton Group
United Kingdom
$4.19M
4
Invesco
Invesco
Georgia
$706M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
476
Baker Avenue Asset Management
California
$335K – – –
CPA
477
Capital Planning Advisors
California
$334K +$334K +5,833 New
DI
478
Diligent Investors
California
$334K +$334K +6,080 New
AP
479
Advisor Partners
California
$330K +$4.23K +74 +1%
FMLI
480
Fukoku Mutual Life Insurance
Japan
$329K – – –
HCM
481
Hutchinson Capital Management
California
$328K -$10.3K -180 -3%
HB
482
Homrich & Berg
Georgia
$328K -$3.21K -56 -1%
OWP
483
Obermeyer Wealth Partners
Colorado
$324K +$324K +5,667 New
MCA
484
Mercer Capital Advisers
New Jersey
$317K +$317K +5,546 New
MBTD
485
Mechanics Bank - Trust Department
California
$315K -$334K -5,833 -51%
QIM
486
Quantitative Investment Management
Virginia
$309K +$309K +5,400 New
CB
487
Commerce Bank
Missouri
$307K +$35.6K +622 +13%
ROTUOC
488
Regents of the University of California
California
$298K – – –
ACP
489
Ashfield Capital Partners
California
$298K – – –
LJAC
490
L.J. Altfest & Co
New York
$293K +$293K +5,120 New
NYLIM
491
New York Life Investment Management
New York
$286K – – –
MCM
492
Manchester Capital Management
Vermont
$284K – – –
EPM
493
Equitec Proprietary Markets
Illinois
$280K +$280K +4,883 New
BKBG
494
BHF Kleinwort Benson Group
Belgium
$279K -$279K -8,140 -50%
WA
495
WFG Advisors
Texas
$279K +$32.9K +575 +13%
SWP
496
Stratos Wealth Partners
Ohio
$279K +$279K +4,869 New
PAS
497
Partnervest Advisory Services
California
$276K – – –
IIC
498
Ironwood Investment Counsel
Arizona
$275K – – –
RJT
499
Raymond James Trust
Florida
$274K -$14.5K -253 -5%
GLA
500
Great Lakes Advisors
Illinois
$271K – – –
18 19
20
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