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Marsh & McLennan
MMC

Overview Fund Activity

558 hedge funds and large institutions have $24.4B invested in Marsh & McLennan in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 204 reducing their positions, and 45 closing their positions.

Holders
558
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
16.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
39
Increased
205
Reduced
204
Closed
45
Calls
$71.5M
Puts
$4.51M
Net Calls
+$67M
Net Calls Change
+$56.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$996M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.46B
4
Northern Trust
4
Northern Trust
Illinois
$387M
5
AAM
5
Aberdeen Asset Management
United Kingdom
$33.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$762M
2
Primecap Management
2
Primecap Management
California
$1.12B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.54B
4
American Century Companies
4
American Century Companies
Missouri
$215M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.4B
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
501
Piedmont Investment Advisors
North Carolina
$101K 1,953 +520 +36%
CFG
502
CKW Financial Group
Hawaii
$99K 1,900 – –
M&T Bank
503
M&T Bank
New York
$93K 1,800 – –
M
504
MOTCO
Texas
$93K 1,800 – –
MAM
505
Mizuho Asset Management
Japan
$79K 1,532 +426 +39%
LTFS
506
Ladenburg Thalmann Financial Services
Florida
$78K 1,507 +244 +19%
ST
507
Stifel Trust
Missouri
$77K 1,472 -75 -5%
NIM
508
NuWave Investment Management
New Jersey
$75K 1,450 -2,608 -64%
OIA
509
Optimum Investment Advisors
Illinois
$70K 1,346 – –
SNT
510
Security National Trust
West Virginia
$67K 1,285 – –
BRWA
511
B. Riley Wealth Advisors
Florida
$63.4K 1,224 +1,224 New
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$59K 1,143 -2,183 -66%
CG
513
Colony Group
Massachusetts
$54K 1,041 +734 +239%
CRCP
514
Copper Rock Capital Partners
Massachusetts
$50K 956 – –
WTC
515
WhitTier Trust Company
Nevada
$43K 825 – –
SEC
516
Seven Eight Capital
New York
$41K 800 +800 New
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$37K 708 – –
PSI
518
Pinnacle Summer Investments
Virginia
$37K 706 – –
MFS
519
MSI Financial Services
Massachusetts
$36K 697 +18 +3%
JIC
520
Joel Isaacson & Co
New York
$32K 620 – –
GSC
521
Ground Swell Capital
South Carolina
$32K 614 +614 New
AC
522
Alexandria Capital
Virginia
$31K 599 +3 +0.5%
PTC
523
Private Trust Company
Ohio
$30K 573 +97 +20%
MUMSS
524
Mitsubishi UFJ Morgan Stanley Securities
Japan
$27K 520 -160 -24%
NCM
525
Nelson Capital Management
California
$26K 500 +500 New
19 20
21
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