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Marsh & McLennan
MMC

Overview Fund Activity

602 hedge funds and large institutions have $24.8B invested in Marsh & McLennan in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 45 closing their positions.

Holders
602
Holders Change
+12
Holders Change %
+2.03%
% of All Funds
15.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
62
Increased
190
Reduced
236
Closed
45
Calls
$13.5M
Puts
$12.4M
Net Calls
+$1.17M
Net Calls Change
+$11.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.75B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$88.3M
3
UBS Group
3
UBS Group
Switzerland
$279M
4
GTP
4
Global Thematic Partners
New York
$72.1M
5
Millennium Management
5
Millennium Management
New York
$28.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$274M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$627M
3
Northern Trust
3
Northern Trust
Illinois
$347M
4
BG
4
Bahl & Gaynor
Ohio
$23.4M
5
Bank of America
5
Bank of America
North Carolina
$236M
Name Market Value Shares Shares
Change 		Shares
Change %
RJT
501
Raymond James Trust
Florida
$231K 4,177 +148 +4%
FRM
502
Fox Run Management
Connecticut
$227K 4,100 +4,100 New
JPMPWA
503
J.P. Morgan Private Wealth Advisors
California
$223K 4,024 +4,024 New
GI
504
GAMCO Investors
Connecticut
$222K 4,000 – –
FAB
505
First American Bank
Illinois
$222K 4,000 – –
NSAM
506
North Star Asset Management
Wisconsin
$222K 4,000 – –
KFA
507
Kelleher Financial Advisors
New York
$221K 3,994 – –
IA
508
IFP Advisors
Florida
$220K 3,974 +3,974 New
PP
509
Prudential plc
United Kingdom
$214K 3,867 – –
VCM
510
Vigilant Capital Management
Maine
$213K 3,841 – –
Calamos Advisors
511
Calamos Advisors
Illinois
$209K 3,770 +3,770 New
DHFB
512
Dixon Hubard Feinour & Brown
Virginia
$205K 3,692 +3,692 New
BOTW
513
Bank of the West
California
$201K 3,622 -5,027 -58%
GT
514
Glenview Trust
Kentucky
$201K 3,625 +3,625 New
LJHT
515
Laurie J. Hall Trustee
$198K 3,500 +3,500 New
PAM
516
PartnerRe Asset Management
Connecticut
$197K 3,552 -6,040 -63%
TCOV
517
Trust Company of Vermont
Vermont
$191K 3,440 – –
KLWA
518
Kelly Lawrence W & Associates
California
$189K 3,400 +2,500 +278%
DADC
519
D.A. Davidson & Co
Montana
$188K 3,400 +49 +1%
PAIA
520
Park Avenue Institutional Advisers
New York
$187K 3,379 -147 -4%
LTFS
521
Ladenburg Thalmann Financial Services
Florida
$180K 3,267 +280 +9%
IWM
522
Integrated Wealth Management
California
$175K 3,163 – –
S
523
SignatureFD
Georgia
$175K 3,155 +2,805 +801%
VanEck Associates
524
VanEck Associates
New York
$171K 3,083 +874 +40%
GWS
525
Glassman Wealth Services
Virginia
$163K 2,941 – –
19 20
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