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Marsh & McLennan
MMC

Overview Fund Activity

605 hedge funds and large institutions have $29.7B invested in Marsh & McLennan in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 194 increasing their positions, 224 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+38
Holders Change %
+6.7%
% of All Funds
16.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
66
Increased
194
Reduced
224
Closed
19
Calls
$73.9M
Puts
$16.9M
Net Calls
+$57M
Net Calls Change
-$8.36M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$457M
2
State Street
State Street
Massachusetts
$1.42B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.72B
4
Millennium Management
Millennium Management
New York
$65.7M
5
Capital International Investors
Capital International Investors
California
$531M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.32B
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
WG
Winton Group
United Kingdom
$4.19M
4
Invesco
Invesco
Georgia
$706M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
501
Buckingham Strategic Wealth
Missouri
$267K +$267K +4,662 New
Fuller & Thaler Asset Management
502
Fuller & Thaler Asset Management
California
$260K +$5.71K +100 +2%
GT
503
Glenview Trust
Kentucky
$260K +$260K +4,535 New
DP
504
Dearborn Partners
Illinois
$258K – – –
WB
505
WesBanco Bank
West Virginia
$258K +$5.66K +99 +2%
W
506
Wealthfront
California
$256K +$22.8K +398 +10%
CCA
507
Checchi Capital Advisers
California
$256K +$256K +4,478 New
Renaissance Technologies
508
Renaissance Technologies
New York
$252K +$252K +4,400 New
HPC
509
HM Payson & Co
Maine
$242K -$51.4K -900 -18%
WKWM
510
Walter & Keenan Wealth Management
Indiana
$240K – – –
FAB
511
First American Bank
Illinois
$229K – – –
GI
512
GAMCO Investors
Connecticut
$229K – – –
NSAM
513
North Star Asset Management
Wisconsin
$229K – – –
OC
514
Oppenheimer & Co
New York
$228K +$3.15K +55 +1%
PP
515
Prudential plc
United Kingdom
$221K – – –
VCM
516
Vigilant Capital Management
Maine
$220K -$57.3K -1,000 -21%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$218K +$218K +3,804 New
WSTAM
518
Wilbanks Smith & Thomas Asset Management
Virginia
$216K +$216K +3,777 New
GIS
519
Guardian Investor Services
New York
$214K -$6.75K -118 -3%
DHFB
520
Dixon Hubard Feinour & Brown
Virginia
$211K +$211K +3,692 New
CT
521
Cambridge Trust
Massachusetts
$208K -$64K -1,118 -24%
BSA
522
Braun Stacey Associates
New York
$206K -$57.2K -1,000 -22%
SI
523
Stephens Inc
Arkansas
$202K +$202K +3,533 New
LJHT
524
Laurie J. Hall Trustee
$200K +$200K +3,500 New
TCOV
525
Trust Company of Vermont
Vermont
$195K – – –
19 20
21
22 23