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Marsh & McLennan
MMC

Overview Fund Activity

601 hedge funds and large institutions have $25.8B invested in Marsh & McLennan in 2015 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 200 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-4
Holders Change %
-0.66%
% of All Funds
16.03%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
45
Increased
200
Reduced
237
Closed
39
Calls
$10.3M
Puts
$10.9M
Net Calls
-$652K
Net Calls Change
-$57.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.04B
2
Norges Bank
Norges Bank
Norway
$117M
3
Macquarie Group
Macquarie Group
Australia
$573M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$62M
5
MAA
Managed Account Advisors
New Jersey
$200M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.11B
2
State Street
State Street
Massachusetts
$1.27B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.6B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$927M
5
Invesco
Invesco
Georgia
$595M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
476
Stratos Wealth Partners
Ohio
$286K +$12.8K +229 +5%
W
477
Wealthfront
California
$285K +$34.6K +618 +14%
NYLIM
478
New York Life Investment Management
New York
$280K – – –
FMLI
479
Fukoku Mutual Life Insurance
Japan
$277K -$44.9K -800 -14%
CB
480
Commerce Bank
Missouri
$275K -$25.5K -455 -8%
NIT
481
NumerixS Investment Technologies
British Columbia, Canada
$275K +$275K +4,900 New
RJT
482
Raymond James Trust
Florida
$273K +$5.54K +99 +2%
IIC
483
Ironwood Investment Counsel
Arizona
$269K – – –
HI
484
HBK Investments
Texas
$269K +$269K +4,800 New
TNBTD
485
Trustmark National Bank Trust Department
Mississippi
$267K +$267K +4,755 New
GLA
486
Great Lakes Advisors
Illinois
$265K -$673 -12 -0.3%
BSW
487
Buckingham Strategic Wealth
Missouri
$261K – – –
Nomura Holdings
488
Nomura Holdings
Japan
$257K -$5.31M -95,184 -95%
WB
489
WesBanco Bank
West Virginia
$253K – – –
AGM
490
Alpine Global Management
New York
$252K -$659K -11,748 -72%
DP
491
Dearborn Partners
Illinois
$252K – – –
PAS
492
Partnervest Advisory Services
California
$248K -$22.4K -400 -8%
MCM
493
Manchester Capital Management
Vermont
$247K -$31.2K -556 -11%
TIP
494
Torray Investment Partners
Maryland
$242K -$10.2M -181,805 -98%
CCA
495
Checchi Capital Advisers
California
$242K -$9.61K -171 -4%
AP
496
AHL Partners
United Kingdom
$242K +$242K +4,314 New
HPC
497
HM Payson & Co
Maine
$238K – – –
WKWM
498
Walter & Keenan Wealth Management
Indiana
$236K – – –
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$231K +$17.9K +320 +8%
PCM
500
Price Capital Management
Louisiana
$230K +$230K +4,100 New
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