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Marsh & McLennan
MMC

Overview Fund Activity

568 hedge funds and large institutions have $23B invested in Marsh & McLennan in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 224 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
16.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
54
Increased
184
Reduced
224
Closed
28
Calls
$19.3M
Puts
$9.22M
Net Calls
+$10.1M
Net Calls Change
-$5.53M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$345M
2
JHIU
Janus Henderson Investors US
Colorado
$186M
3
BA
BlackRock Advisors
Delaware
$71.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.33B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B

Top Sellers

1
Primecap Management
Primecap Management
California
$1.14B
2
Citadel Advisors
Citadel Advisors
Florida
$16.1M
3
O
OppenheimerFunds
New York
$267M
4
Capital World Investors
Capital World Investors
California
$307M
5
PI
PGGM Investments
Netherlands
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
501
WFG Advisors
Texas
$173K -$592 -12 -0.3%
Creative Planning
502
Creative Planning
Kansas
$171K +$14.9K +302 +10%
TCOV
503
Trust Company of Vermont
Vermont
$168K – – –
Northwestern Mutual Wealth Management
504
Northwestern Mutual Wealth Management
Wisconsin
$164K +$164K +3,326 New
GLI
505
Guardian Life Insurance
New York
$152K -$590 -12 -0.4%
GG
506
Gofen & Glossberg
Illinois
$150K – – –
JWM
507
Jacobus Wealth Management
Wisconsin
$136K – – –
MSFP
508
Mark Sheptoff Financial Planning
Connecticut
$118K +$118K +2,400 New
ARC
509
Absolute Return Capital
Massachusetts
$113K -$665K -13,440 -85%
SAMC
510
Shinko Asset Management Company
Japan
$109K -$8.98K -183 -8%
WTB
511
Washington Trust Bank
Washington
$108K +$108K +2,190 New
TAM
512
Tocqueville Asset Management
New York
$100K -$70.3K -1,420 -41%
W
513
Wealthfront
California
$99K +$99K +2,006 New
CFG
514
CKW Financial Group
Hawaii
$95K – – –
M&T Bank
515
M&T Bank
New York
$89K – – –
M
516
MOTCO
Texas
$89K – – –
ST
517
Stifel Trust
Missouri
$77K -$6.22K -125 -7%
PIA
518
Piedmont Investment Advisors
North Carolina
$70.6K – – –
AR
519
Advisory Research
Illinois
$70K +$70K +1,429 New
OIA
520
Optimum Investment Advisors
Illinois
$66K – – –
SNT
521
Security National Trust
West Virginia
$63K -$14K -285 -18%
LTFS
522
Ladenburg Thalmann Financial Services
Florida
$62K – – –
MAM
523
Mizuho Asset Management
Japan
$55K +$16.9K +339 +44%
IC
524
IKOS CIF
Cyprus
$49K +$27.5K +558 +128%
CRCP
525
Copper Rock Capital Partners
Massachusetts
$47K – – –
19 20
21
22 23