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Marsh & McLennan
MMC

Overview Fund Activity

590 hedge funds and large institutions have $23.4B invested in Marsh & McLennan in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 51 closing their positions.

Holders
590
Holders Change
-9
Holders Change %
-1.5%
% of All Funds
16.49%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
43
Increased
187
Reduced
233
Closed
51
Calls
$12.9M
Puts
$23M
Net Calls
-$10.1M
Net Calls Change
-$16M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.52B
2
Bank of America
2
Bank of America
North Carolina
$274M
3
UBS Group
3
UBS Group
Switzerland
$213M
4
GTP
4
Global Thematic Partners
New York
$39.4M
5
SAM
5
Sawgrass Asset Management
Florida
$24M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$691M
2
Primecap Management
2
Primecap Management
California
$910M
3
TCIM
3
TIAA CREF Investment Management
New York
$196M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$32.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.22B
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
476
HM Payson & Co
Maine
$266K 5,094 +858 +20%
AP
477
Advisor Partners
California
$265K 5,080 -2,514 -33%
CCA
478
Checchi Capital Advisers
California
$264K 5,054 +507 +11%
NYLIM
479
New York Life Investment Management
New York
$261K 5,000 – –
SIG
480
Schooner Investment Group
Pennsylvania
$260K 5,000 -2,500 -33%
CB
481
Commerce Bank
Missouri
$259K 4,962 +110 +2%
W
482
Wealthfront
California
$258K 4,940 -1,177 -19%
CPA
483
Capital Planning Advisors
California
$255K 4,883 -950 -16%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$255K 4,897 +670 +16%
TNBTD
485
Trustmark National Bank Trust Department
Mississippi
$252K 4,821 +472 +11%
IIC
486
Ironwood Investment Counsel
Arizona
$250K 4,800 – –
CL
487
CPWM LLC
Washington
$245K 4,683 +4,683 New
SS
488
Simplicity Solutions
Minnesota
$244K 4,670 +998 +27%
FMLI
489
Fukoku Mutual Life Insurance
Japan
$242K 4,640 -300 -6%
BSW
490
Buckingham Strategic Wealth
Missouri
$237K 4,544 -478 -10%
SWP
491
Stratos Wealth Partners
Ohio
$237K 4,541 +4,541 New
PAS
492
Partnervest Advisory Services
California
$231K 4,422 – –
MCM
493
Manchester Capital Management
Vermont
$230K 4,406 – –
WKWM
494
Walter & Keenan Wealth Management
Indiana
$219K 4,200 – –
WA
495
WFG Advisors
Texas
$218K 4,184 -98 -2%
SGAM
496
Steinberg Global Asset Management
Florida
$217K 4,165 – –
RC
497
RegentAtlantic Capital
New Jersey
$213K 4,079 +4,079 New
RJT
498
Raymond James Trust
Florida
$211K 4,029 -754 -16%
GI
499
GAMCO Investors
Connecticut
$209K 4,000 – –
NSAM
500
North Star Asset Management
Wisconsin
$209K 4,000 – –
18 19
20
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