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Marsh & McLennan
MMC

Overview Fund Activity

590 hedge funds and large institutions have $23.4B invested in Marsh & McLennan in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 51 closing their positions.

Holders
590
Holders Change
-9
Holders Change %
-1.5%
% of All Funds
16.49%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
43
Increased
187
Reduced
233
Closed
51
Calls
$12.9M
Puts
$23M
Net Calls
-$10.1M
Net Calls Change
-$16M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.52B
2
Bank of America
2
Bank of America
North Carolina
$274M
3
UBS Group
3
UBS Group
Switzerland
$213M
4
GTP
4
Global Thematic Partners
New York
$39.4M
5
SAM
5
Sawgrass Asset Management
Florida
$24M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$691M
2
Primecap Management
2
Primecap Management
California
$910M
3
TCIM
3
TIAA CREF Investment Management
New York
$196M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$32.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.22B
Name Market Value Shares Shares
Change 		Shares
Change %
FAB
501
First American Bank
Illinois
$209K 4,000 – –
KFA
502
Kelleher Financial Advisors
New York
$208K 3,994 – –
PP
503
Prudential plc
United Kingdom
$202K 3,867 – –
VCM
504
Vigilant Capital Management
Maine
$201K 3,841 – –
CF
505
CenterStar Fund
Illinois
– – – –
PAIA
506
Park Avenue Institutional Advisers
New York
$184K 3,526 -108 -3%
TCOV
507
Trust Company of Vermont
Vermont
$180K 3,440 +30 +0.9%
DADC
508
D.A. Davidson & Co
Montana
$173K 3,351 +226 +7%
IWM
509
Integrated Wealth Management
California
$165K 3,163 – –
GLI
510
Guardian Life Insurance
New York
$162K 3,100 +747 +32%
LTFS
511
Ladenburg Thalmann Financial Services
Florida
$155K 2,987 +286 +11%
GWS
512
Glassman Wealth Services
Virginia
$154K 2,941 – –
SC
513
SRB Corp
Massachusetts
$147K 2,824 +357 +14%
JWM
514
Jacobus Wealth Management
Wisconsin
$144K 2,750 – –
CTC
515
Central Trust Company
Missouri
$136K 2,600 +800 +44%
GWM
516
Gupta Wealth Management
California
$134K 2,574 +2,446 +1,911%
SEC
517
Seven Eight Capital
New York
$128K 2,460 -9,700 -80%
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$128K 2,451 -180 -7%
MSFP
519
Mark Sheptoff Financial Planning
Connecticut
$125K 2,400 – –
RIM
520
Reliant Investment Management
Tennessee
$120K 2,306 +2,306 New
NCMG
521
NCM Capital Management Group
North Carolina
$119K 2,275 – –
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K 2,265 – –
AP
523
Advisors Preferred
Maryland
$116K 2,221 +2,221 New
VanEck Associates
524
VanEck Associates
New York
$115K 2,209 +331 +18%
VNA
525
Valley National Advisers
Pennsylvania
$114K 2,186 – –
19 20
21
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