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Marsh & McLennan
MMC

Overview Fund Activity

550 hedge funds and large institutions have $22.5B invested in Marsh & McLennan in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 230 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+35
Holders Change %
+6.8%
% of All Funds
15.97%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
61
Increased
158
Reduced
230
Closed
22
Calls
$26.3M
Puts
$10.7M
Net Calls
+$15.6M
Net Calls Change
+$4.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$116M
3
Citadel Advisors
Citadel Advisors
Florida
$76.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.3M
5
JHIU
Janus Henderson Investors US
Colorado
$103M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.22B
2
PIM
Perkins Investment Management
Illinois
$173M
3
Artisan Partners
Artisan Partners
Wisconsin
$372M
4
American Century Companies
American Century Companies
Missouri
$302M
5
Norges Bank
Norges Bank
Norway
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
526
Integrated Wealth Counsel
California
$17K – – –
CBT
527
Central Bank & Trust
Kentucky
$17K – – –
FPCG
528
Fort Pitt Capital Group
Pennsylvania
$15.2K -$193 -4 -1%
CAW
529
Cornerstone Advisors (Washington)
Washington
$15K – – –
QAM
530
QCI Asset Management
New York
$15K +$15K +312 New
Envestnet Asset Management
531
Envestnet Asset Management
Illinois
$14K -$1.74K -37 -11%
TFO
532
Tarbox Family Office
California
$12K +$12K +246 New
DAM
533
Delta Asset Management
Tennessee
$11K -$52.6K -1,100 -83%
MWP
534
MYCIO Wealth Partners
Pennsylvania
$11K – – –
CG
535
Colony Group
Massachusetts
$11K +$11K +232 New
LNB
536
Ledyard National Bank
$10K +$10K +201 New
MA
537
MCF Advisors
Kentucky
$9K +$9K +188 New
HPBT
538
High Point Bank & Trust
North Carolina
$8K – – –
S
539
SignatureFD
Georgia
$7K +$7K +135 New
OC
540
Oakworth Capital
Alabama
$7K +$7K +135 New
HR
541
Howe & Rusling
New York
$6K – – –
BFEC
542
Benjamin F. Edwards & Company
Missouri
$5K – – –
SSB
543
Sandy Spring Bank
Maryland
$5K – – –
HRIA
544
Haberer Registered Investment Advisor
Ohio
$4K – – –
AW
545
Alpha Windward
Massachusetts
$3K -$2.35K -47 -44%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$2.27K +$2.27K +47 New
MUMSS
547
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K -$36K -720 -97%
CFA
548
Camarda Financial Advisors
Florida
$1K +$1K +27 New
LCM
549
Lomas Capital Management
New York
– -$6.36M -146,040 Closed
MAM
550
Mastrapasqua Asset Management
Tennessee
– -$4.11M -94,410 Closed
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