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Marsh & McLennan
MMC

Overview Fund Activity

567 hedge funds and large institutions have $24.5B invested in Marsh & McLennan in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 260 reducing their positions, and 21 closing their positions.

Holders
567
Holders Change
+9
Holders Change %
+1.61%
% of All Funds
16.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
37
Increased
150
Reduced
260
Closed
21
Calls
$76.8M
Puts
$11.4M
Net Calls
+$65.4M
Net Calls Change
-$1.57M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.57B
2
SBAM
2
Santa Barbara Asset Management
California
$112M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$69.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.63B
5
Macquarie Group
5
Macquarie Group
Australia
$476M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.51B
2
O
2
OppenheimerFunds
New York
$169M
3
Invesco
3
Invesco
Georgia
$698M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Norges Bank
5
Norges Bank
Norway
$57.1M
Name Market Value Shares Shares
Change 		Shares
Change %
NCMG
501
NCM Capital Management Group
North Carolina
$179K 3,425 -400 -10%
TCOV
502
Trust Company of Vermont
Vermont
$178K 3,410 – –
GLI
503
Guardian Life Insurance
New York
$162K 3,096 -15 -0.5%
JWM
504
Jacobus Wealth Management
Wisconsin
$144K 2,750 – –
SC
505
SRB Corp
Massachusetts
$140K 2,669 +2,669 New
MSFP
506
Mark Sheptoff Financial Planning
Connecticut
$126K 2,400 – –
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K 2,265 – –
WTB
508
Washington Trust Bank
Washington
$115K 2,190 – –
SAMC
509
Shinko Asset Management Company
Japan
$111K 2,121 -100 -5%
MAM
510
Mizuho Asset Management
Japan
$102K 1,956 +424 +28%
PIA
511
Piedmont Investment Advisors
North Carolina
$99.5K 1,901 -52 -3%
CFG
512
CKW Financial Group
Hawaii
$99K 1,900 – –
M
513
MOTCO
Texas
$94K 1,800 – –
LTFS
514
Ladenburg Thalmann Financial Services
Florida
$82K 1,577 +70 +5%
SNT
515
Security National Trust
West Virginia
$75K 1,424 +139 +11%
ST
516
Stifel Trust
Missouri
$72K 1,372 -100 -7%
OIA
517
Optimum Investment Advisors
Illinois
$70K 1,346 – –
GSC
518
Ground Swell Capital
South Carolina
$48K 918 +304 +50%
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$43K 832 -311 -27%
WTC
520
WhitTier Trust Company
Nevada
$39K 750 -75 -9%
NFG
521
Next Financial Group
Texas
$38K 734 +734 New
PSI
522
Pinnacle Summer Investments
Virginia
$37K 706 – –
CG
523
Colony Group
Massachusetts
$34K 657 -384 -37%
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$34K 651 -57 -8%
VFA
525
Virtus Fund Advisers
Connecticut
$33K 628 -4,874 -89%
19 20
21
22 23