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Marsh & McLennan
MMC

Overview Fund Activity

607 hedge funds and large institutions have $26.8B invested in Marsh & McLennan in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+5
Holders Change %
+0.83%
% of All Funds
16.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
208
Reduced
222
Closed
50
Calls
$20.5M
Puts
$28.4M
Net Calls
-$7.9M
Net Calls Change
-$9.07M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.14B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$221M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$779M
4
Capital International Investors
4
Capital International Investors
California
$660M
5
Goldman Sachs
5
Goldman Sachs
New York
$132M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$966M
2
Invesco
2
Invesco
Georgia
$527M
3
Capital World Investors
3
Capital World Investors
California
$273M
4
Norges Bank
4
Norges Bank
Norway
$75.7M
5
O
5
OppenheimerFunds
New York
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$280K -$34.8K -572 -11%
BSW
477
Buckingham Strategic Wealth
Missouri
$276K -$29.8K -490 -10%
WSCM
478
Wellington Shields Capital Management
New York
$274K +$274K +4,500 New
TBA
479
Tower Bridge Advisors
Pennsylvania
$274K – – –
WA
480
WFG Advisors
Texas
$273K -$11.9K -196 -4%
MCM
481
Manchester Capital Management
Vermont
$268K – – –
TPWA
482
TRUE Private Wealth Advisors
Oregon
$265K +$265K +4,356 New
Geode Capital Management
483
Geode Capital Management
Massachusetts
$263K +$12.8K +211,400 +5%
SSA
484
Schonfeld Strategic Advisors
New York
$260K +$260K +4,276 New
RJT
485
Raymond James Trust
Florida
$256K +$2.61K +43 +1%
FAB
486
First American Bank
Illinois
$243K – – –
GI
487
GAMCO Investors
Connecticut
$243K – – –
NSAM
488
North Star Asset Management
Wisconsin
$243K – – –
KFA
489
Kelleher Financial Advisors
New York
$242K – – –
SI
490
Stephens Inc
Arkansas
$241K +$241K +3,966 New
ARTA
491
A.R.T. Advisors
New York
$237K -$2.23M -36,800 -90%
DADC
492
D.A. Davidson & Co
Montana
$237K +$31.3K +518 +15%
SS
493
Simplicity Solutions
Minnesota
$236K -$9.54M -156,856 -98%
LTFS
494
Ladenburg Thalmann Financial Services
Florida
$235K +$35.2K +575 +18%
DHFB
495
Dixon Hubard Feinour & Brown
Virginia
$233K – – –
Fuller & Thaler Asset Management
496
Fuller & Thaler Asset Management
California
$225K -$195K -3,200 -46%
WCM
497
Wallace Capital Management
Texas
$223K +$223K +3,671 New
Walleye Trading
498
Walleye Trading
New York
$221K +$221K +3,643 New
VanEck Associates
499
VanEck Associates
New York
$220K +$32.8K +541 +18%
LJHT
500
Laurie J. Hall Trustee
$218K – – –
18 19
20
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