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Marsh & McLennan
MMC

Overview Fund Activity

602 hedge funds and large institutions have $24.8B invested in Marsh & McLennan in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 45 closing their positions.

Holders
602
Holders Change
+12
Holders Change %
+2.03%
% of All Funds
15.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
62
Increased
190
Reduced
236
Closed
45
Calls
$13.5M
Puts
$12.4M
Net Calls
+$1.17M
Net Calls Change
+$11.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.75B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$88.3M
3
UBS Group
3
UBS Group
Switzerland
$279M
4
GTP
4
Global Thematic Partners
New York
$72.1M
5
Millennium Management
5
Millennium Management
New York
$28.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$274M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$627M
3
Northern Trust
3
Northern Trust
Illinois
$347M
4
BG
4
Bahl & Gaynor
Ohio
$23.4M
5
Bank of America
5
Bank of America
North Carolina
$236M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
476
Wealthspire Advisors (Maryland)
Maryland
$285K 5,134 +5,134 New
LJAC
477
L.J. Altfest & Co
New York
$284K 5,120 – –
BPM
478
Bowling Portfolio Management
Ohio
$284K 5,130 – –
HPC
479
HM Payson & Co
Maine
$282K 5,094 – –
AP
480
Advisor Partners
California
$279K 5,031 -49 -1%
BSW
481
Buckingham Strategic Wealth
Missouri
$279K 5,034 +490 +11%
TNBTD
482
Trustmark National Bank Trust Department
Mississippi
$275K 4,970 +149 +3%
CPA
483
Capital Planning Advisors
California
$271K 4,883 – –
TF
484
Trutina Financial
Washington
$267K 4,815 -650 -12%
SHA
485
Smith Hayes Advisers
Nebraska
$266K 4,800 -1,000 -17%
HCM
486
Hutchinson Capital Management
California
$266K 4,802 -455 -9%
IIC
487
Ironwood Investment Counsel
Arizona
$266K 4,800 – –
WA
488
WFG Advisors
Texas
$260K 4,685 +501 +12%
Simplex Trading
489
Simplex Trading
Illinois
$259K 4,675 -1,467 -24%
FMLI
490
Fukoku Mutual Life Insurance
Japan
$257K 4,640 – –
MC
491
Moors & Cabot
Massachusetts
$252K 4,545 -699 -13%
TBA
492
Tower Bridge Advisors
Pennsylvania
$250K 4,500 +4,500 New
MCM
493
Manchester Capital Management
Vermont
$244K 4,406 – –
SM
494
Sciencast Management
New Jersey
$244K 4,400 +4,400 New
SF
495
Synovus Financial
Georgia
$239K 4,308 +3,565 +480%
CWM
496
Confluence Wealth Management
Oregon
$238K 4,286 +4,286 New
Citadel Advisors
497
Citadel Advisors
Florida
$237K 4,267 -17,450 -80%
PAS
498
Partnervest Advisory Services
California
$233K 4,199 -223 -5%
WKWM
499
Walter & Keenan Wealth Management
Indiana
$233K 4,200 – –
CT
500
Cambridge Trust
Massachusetts
$232K 4,178 -1,387 -25%
18 19
20
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