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Marsh & McLennan
MMC

Overview Fund Activity

550 hedge funds and large institutions have $22.5B invested in Marsh & McLennan in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 230 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+35
Holders Change %
+6.8%
% of All Funds
15.97%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
61
Increased
158
Reduced
230
Closed
22
Calls
$26.3M
Puts
$10.7M
Net Calls
+$15.6M
Net Calls Change
+$4.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$116M
3
Citadel Advisors
Citadel Advisors
Florida
$76.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.3M
5
JHIU
Janus Henderson Investors US
Colorado
$103M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.22B
2
PIM
Perkins Investment Management
Illinois
$173M
3
Artisan Partners
Artisan Partners
Wisconsin
$372M
4
American Century Companies
American Century Companies
Missouri
$302M
5
Norges Bank
Norges Bank
Norway
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
501
Monetary Management Group
Missouri
$73K +$73K +1,500 New
PIA
502
Piedmont Investment Advisors
North Carolina
$69.3K -$2.32K -48 -3%
OIA
503
Optimum Investment Advisors
Illinois
$65K – – –
LTFS
504
Ladenburg Thalmann Financial Services
Florida
$61K +$12.1K +251 +25%
AC
505
Alexandria Capital
Virginia
$59K -$9.97K -205 -14%
DSI
506
Daiwa SB Investments
Japan
$53K – – –
Group One Trading
507
Group One Trading
Illinois
$48K +$48K +1,000 New
Parallax Volatility Advisers
508
Parallax Volatility Advisers
California
$48K +$48K +1,001 New
CRCP
509
Copper Rock Capital Partners
Massachusetts
$46K – – –
MFS
510
MSI Financial Services
Massachusetts
$46K +$438 +9 +1%
IMS
511
Index Management Solutions
Pennsylvania
$42K -$5.69K -119 -12%
WTC
512
WhitTier Trust Company
Nevada
$40K – – –
MAM
513
Mizuho Asset Management
Japan
$37K -$25.1K -521 -40%
WA
514
Waverly Advisors
Alabama
$35K +$11K +228 +46%
PSI
515
Pinnacle Summer Investments
Virginia
$34K – – –
SF
516
Synovus Financial
Georgia
$32K – – –
JIC
517
Joel Isaacson & Co
New York
$30K – – –
Manulife (Manufacturers Life Insurance)
518
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8K -$2.83K -58,514 -10%
EFSCE
519
Enterprise Financial Services Corp (EFSC)
Missouri
$24K – – –
KCPG
520
Kavar Capital Partners Group
Kansas
$24K +$24K +500 New
RA
521
Rational Advisors
New York
$22K -$1.47K -31 -6%
PTC
522
Private Trust Company
Ohio
$22K -$831 -17 -4%
FNBT
523
FineMark National Bank & Trust
Florida
$21K +$2.04K +43 +11%
IC
524
IKOS CIF
Cyprus
$21K +$21K +435 New
CFA
525
Carroll Financial Associates
North Carolina
$19K – – –
19 20
21
22 23