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Marsh & McLennan
MMC

Overview Fund Activity

568 hedge funds and large institutions have $23B invested in Marsh & McLennan in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 224 reducing their positions, and 28 closing their positions.

Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
16.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
54
Increased
184
Reduced
224
Closed
28
Calls
$19.3M
Puts
$9.22M
Net Calls
+$10.1M
Net Calls Change
-$5.53M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$345M
2
JHIU
2
Janus Henderson Investors US
Colorado
$186M
3
BA
3
BlackRock Advisors
Delaware
$71.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.33B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.12B

Top Sellers

1
Primecap Management
1
Primecap Management
California
$1.14B
2
Citadel Advisors
2
Citadel Advisors
Florida
$16.1M
3
O
3
OppenheimerFunds
New York
$267M
4
Capital World Investors
4
Capital World Investors
California
$307M
5
PI
5
PGGM Investments
Netherlands
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
526
WhitTier Trust Company
Nevada
$41K – – –
PSI
527
Pinnacle Summer Investments
Virginia
$35K – – –
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$10.4K +210 +42%
MUMSS
529
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K +$33K +660 +3,300%
MFS
530
MSI Financial Services
Massachusetts
$33K -$12.9K -266 -28%
JIC
531
Joel Isaacson & Co
New York
$31K – – –
AC
532
Alexandria Capital
Virginia
$29K -$30K -617 -51%
Envestnet Asset Management
533
Envestnet Asset Management
Illinois
$29K +$14.5K +299 +101%
IMS
534
Index Management Solutions
Pennsylvania
$27K -$16K -327 -37%
Manulife (Manufacturers Life Insurance)
535
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.9K +$534 +10,841 +2%
KCPG
536
Kavar Capital Partners Group
Kansas
$24K – – –
PTC
537
Private Trust Company
Ohio
$23K +$1.26K +26 +6%
FNBT
538
FineMark National Bank & Trust
Florida
$20K -$1.35K -28 -6%
CFA
539
Carroll Financial Associates
North Carolina
$20K – – –
GAM
540
Gemmer Asset Management
California
$20K +$20K +406 New
SF
541
Synovus Financial
Georgia
$19K -$14.3K -293 -43%
CBT
542
Central Bank & Trust
Kentucky
$17K – – –
FPCG
543
Fort Pitt Capital Group
Pennsylvania
$15.4K -$148 -3 -1%
QAM
544
QCI Asset Management
New York
$15K – – –
CG
545
Colony Group
Massachusetts
$15K +$3.66K +75 +32%
PP
546
Palladium Partners
Virginia
$15K +$15K +300 New
TFO
547
Tarbox Family Office
California
$12K – – –
WA
548
Waverly Advisors
Alabama
$11K -$24.1K -500 -69%
DAM
549
Delta Asset Management
Tennessee
$11K – – –
MWP
550
MYCIO Wealth Partners
Pennsylvania
$11K – – –
20 21
22
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