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Marsh & McLennan
MMC

Overview Fund Activity

599 hedge funds and large institutions have $25.5B invested in Marsh & McLennan in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 176 increasing their positions, 258 reducing their positions, and 37 closing their positions.

Holders
599
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
16.15%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.22%
New
43
Increased
176
Reduced
258
Closed
37
Calls
$19.4M
Puts
$13.5M
Net Calls
+$5.88M
Net Calls Change
+$6.53M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.43B
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$60.4M
3
WG
3
Winton Group
United Kingdom
$49M
4
Boston Partners
4
Boston Partners
Massachusetts
$211M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$85.6M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$100M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.46B
3
Primecap Management
3
Primecap Management
California
$1.07B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$863M
Name Market Value Shares Shares
Change 		Shares
Change %
FAB
501
First American Bank
Illinois
$227K 4,000 – –
GI
502
GAMCO Investors
Connecticut
$227K 4,000 – –
KFA
503
Kelleher Financial Advisors
New York
$226K 3,994 -3,000 -43%
WSTAM
504
Wilbanks Smith & Thomas Asset Management
Virginia
$222K 3,916 +77 +2%
PP
505
Prudential plc
United Kingdom
$219K 3,867 – –
VCM
506
Vigilant Capital Management
Maine
$218K 3,841 – –
Calamos Advisors
507
Calamos Advisors
Illinois
$214K 3,770 -2,000 -35%
CIC
508
Chilton Investment Company
Connecticut
$213K 3,754 – –
DHFB
509
Dixon Hubard Feinour & Brown
Virginia
$213K 3,758 +66 +2%
SI
510
Stephens Inc
Arkansas
$209K 3,680 -119 -3%
SS
511
Simplicity Solutions
Minnesota
$208K 3,672 +3,672 New
SI
512
Scout Investments
Missouri
$207K 3,645 +3,645 New
PAIA
513
Park Avenue Institutional Advisers
New York
$206K 3,634 +3,634 New
JMFC
514
J.M. Forbes & Co
Massachusetts
$204K 3,600 – –
BSA
515
Braun Stacey Associates
New York
$204K 3,600 – –
CT
516
Cambridge Trust
Massachusetts
$202K 3,555 +3,555 New
WBC
517
Westpac Banking Corp
Australia
$197K 3,475 -28,744 -89%
AGM
518
Alpine Global Management
New York
$195K 3,432 -1,062 -24%
TCOV
519
Trust Company of Vermont
Vermont
$193K 3,410 – –
IWM
520
Integrated Wealth Management
California
$179K 3,163 -135 -4%
DADC
521
D.A. Davidson & Co
Montana
$174K 3,125 -327 -9%
GWS
522
Glassman Wealth Services
Virginia
$167K 2,941 -3,000 -50%
JWM
523
Jacobus Wealth Management
Wisconsin
$156K 2,750 – –
LTFS
524
Ladenburg Thalmann Financial Services
Florida
$153K 2,701 -59 -2%
CF
525
CenterStar Fund
Illinois
– – – –
19 20
21
22 23