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Marsh & McLennan
MMC

Overview Fund Activity

633 hedge funds and large institutions have $31.3B invested in Marsh & McLennan in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 207 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+26
Holders Change %
+4.28%
% of All Funds
16.92%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
69
Increased
235
Reduced
207
Closed
35
Calls
$26.5M
Puts
$33.7M
Net Calls
-$7.18M
Net Calls Change
+$722K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$682M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$265M
3
BA
BlackRock Advisors
Delaware
+$75.3M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$53.9M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$51.5M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$515M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$294M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$135M
4
Primecap Management
Primecap Management
California
-$132M
5
Invesco
Invesco
Georgia
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
WFG Advisors
Texas
$355K +$47.7K +696 +16%
LJAC
477
L.J. Altfest & Co
New York
$354K +$1.71K +25 +0.5%
BPM
478
Bowling Portfolio Management
Ohio
$351K – – –
HB
479
Homrich & Berg
Georgia
$345K -$25.6K -374 -7%
MC
480
Moors & Cabot
Massachusetts
$340K +$137 +2 +0%
CPA
481
Capital Planning Advisors
California
$334K – – –
VanEck Associates
482
VanEck Associates
New York
$331K +$82.7K +1,207 +33%
DI
483
Diligent Investors
California
$329K -$65K -950 -17%
IIC
484
Ironwood Investment Counsel
Arizona
$329K – – –
HCM
485
Hutchinson Capital Management
California
$329K – – –
LTFS
486
Ladenburg Thalmann Financial Services
Florida
$325K +$63.1K +926 +24%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$324K +$7.9K +115 +2%
RJT
488
Raymond James Trust
Florida
$324K +$35.6K +521 +12%
TNBTD
489
Trustmark National Bank Trust Department
Mississippi
$319K -$50K -732 -14%
TBA
490
Tower Bridge Advisors
Pennsylvania
$308K – – –
WSCM
491
Wellington Shields Capital Management
New York
$308K – – –
IA
492
IFP Advisors
Florida
$305K +$294K +4,293 +2,618%
MCM
493
Manchester Capital Management
Vermont
$302K – – –
TPWA
494
TRUE Private Wealth Advisors
Oregon
$298K – – –
WA
495
Waverly Advisors
Alabama
$295K -$27.4K -400 -9%
CMBA
496
C.M. Bidwell & Associates
Hawaii
$293K +$293K +4,285 New
PRS
497
Pinkerton Retirement Specialists
Idaho
$283K +$283K +4,139 New
DADC
498
D.A. Davidson & Co
Montana
$280K +$13.3K +195 +5%
First Manhattan
499
First Manhattan
New York
$280K +$239K +3,500 +583%
ECA
500
Endeavour Capital Advisors
Connecticut
$280K +$280K +4,085 New
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