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Marsh & McLennan
MMC

Overview Fund Activity

515 hedge funds and large institutions have $22.6B invested in Marsh & McLennan in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 198 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
16.7%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
39
Increased
175
Reduced
198
Closed
26
Calls
$19.5M
Puts
$8.63M
Net Calls
+$10.9M
Net Calls Change
-$35.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$673M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.15B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$730M
4
PI
4
PGGM Investments
Netherlands
$51.2M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$107M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$37.5M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$29.7M
3
Boston Partners
3
Boston Partners
Massachusetts
$99.4M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
501
Envestnet Asset Management
Illinois
$15K -$309K -6,884 -95%
CBT
502
Central Bank & Trust
Kentucky
$15K – – –
IWC
503
Integrated Wealth Counsel
California
$15K – – –
FPCG
504
Fort Pitt Capital Group
Pennsylvania
$13.9K -$131 -3 -0.9%
CAW
505
Cornerstone Advisors (Washington)
Washington
$13K +$10.6K +245 +438%
MWP
506
MYCIO Wealth Partners
Pennsylvania
$10K – – –
HPBT
507
High Point Bank & Trust
North Carolina
$7K – – –
AW
508
Alpha Windward
Massachusetts
$5K – – –
HR
509
Howe & Rusling
New York
$5K +$169 +4 +4%
Jones Financial Companies
510
Jones Financial Companies
Missouri
$4K – – –
BFEC
511
Benjamin F. Edwards & Company
Missouri
$4K – – –
SSB
512
Sandy Spring Bank
Maryland
$4K – – –
HRIA
513
Haberer Registered Investment Advisor
Ohio
$4K – – –
WA
514
Wasatch Advisors
Utah
– -$19.8M -496,148 Closed
PRCM
515
Pine River Capital Management
Minnesota
– -$11M -275,500 Closed
PP
516
PDT Partners
New York
– -$9.55M -239,253 Closed
CII
517
CR Intrinsic Investors
Connecticut
– -$5.99M -150,000 Closed
ECA
518
Endeavour Capital Advisors
Connecticut
– -$4.1M -102,629 Closed
NMERB
519
New Mexico Educational Retirement Board
New Mexico
– -$3.48M -87,241 Closed
JIM
520
Jupiter Investment Management
United Kingdom
– -$2.37M -59,400 Closed
RJFSA
521
Raymond James Financial Services Advisors
Florida
– -$955K -23,917 Closed
SBCM
522
Silver Bridge Capital Management
Massachusetts
– -$797K -19,950 Closed
MCM
523
Maltese Capital Management
New York
– -$599K -15,000 Closed
UOC
524
UBS O'Connor
Illinois
– -$445K -11,154 Closed
MWNA
525
Marshall Wace North America
New York
– -$372K -9,314 Closed
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