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Marsh & McLennan
MMC

Overview Fund Activity

673 hedge funds and large institutions have $29.3B invested in Marsh & McLennan in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+40
Holders Change %
+6.32%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
85
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$136M
2
Goldman Sachs
Goldman Sachs
New York
+$82.9M
3
Ameriprise
Ameriprise
Minnesota
+$70.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$70M
5
BA
BlackRock Advisors
Delaware
+$59.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$788M
2
Macquarie Group
Macquarie Group
Australia
-$724M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$175M
4
Primecap Management
Primecap Management
California
-$152M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
501
Ashfield Capital Partners
California
$350K – – –
WAM
502
Wealthspire Advisors (Maryland)
Maryland
$349K -$38.8K -576 -10%
WA
503
WFG Advisors
Texas
$349K +$135 +2 +0%
LTFS
504
Ladenburg Thalmann Financial Services
Florida
$349K +$29.1K +433 +9%
HB
505
Homrich & Berg
Georgia
$342K +$2.42K +36 +0.7%
IIC
506
Ironwood Investment Counsel
Arizona
$340K +$17.4K +259 +5%
TCOV
507
Trust Company of Vermont
Vermont
$339K +$108K +1,604 +47%
MPI
508
Mairs & Power Inc
Minnesota
$337K +$337K +5,010 New
CB
509
Commerce Bank
Missouri
$336K -$22.7K -338 -6%
RJT
510
Raymond James Trust
Florida
$331K +$11.7K +174 +4%
TSS
511
Two Sigma Securities
New York
$330K +$124K +1,843 +60%
CPA
512
Capital Planning Advisors
California
$328K – – –
FWM
513
Frontier Wealth Management
Missouri
$328K +$328K +4,870 New
CG
514
Clinton Group
New York
$324K +$324K +4,811 New
HCM
515
Hutchinson Capital Management
California
$323K – – –
SPC
516
Sigma Planning Corp
Michigan
$323K +$323K +4,805 New
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$322K +$4.97K +74 +2%
MAM
518
Mizuho Asset Management
Japan
$319K -$156K -2,328 -33%
BWAM
519
Boyd Watterson Asset Management
Ohio
$317K -$94.2K -1,400 -23%
IA
520
IFP Advisors
Florida
$317K +$17.3K +257 +6%
DI
521
Diligent Investors
California
$314K -$10.1K -150 -3%
VFA
522
Voya Financial Advisors
Connecticut
$312K +$37.2K +560 +14%
MCM
523
Moore Capital Management
New York
$310K -$42.2K -628 -12%
MC
524
Moors & Cabot
Massachusetts
$304K -$30.2K -449 -9%
TBA
525
Tower Bridge Advisors
Pennsylvania
$303K – – –
19 20
21
22 23