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Marsh & McLennan
MMC

Overview Fund Activity

605 hedge funds and large institutions have $29.7B invested in Marsh & McLennan in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 194 increasing their positions, 224 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+38
Holders Change %
+6.7%
% of All Funds
16.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
66
Increased
194
Reduced
224
Closed
19
Calls
$73.9M
Puts
$16.9M
Net Calls
+$57M
Net Calls Change
-$8.36M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$457M
2
State Street
State Street
Massachusetts
$1.42B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.72B
4
Millennium Management
Millennium Management
New York
$65.7M
5
Capital International Investors
Capital International Investors
California
$531M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.32B
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
WG
Winton Group
United Kingdom
$4.19M
4
Invesco
Invesco
Georgia
$706M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
526
D.A. Davidson & Co
Montana
$186K -$12.4K -220 -6%
RC
527
RegentAtlantic Capital
New Jersey
$181K +$181K +3,169 New
GLI
528
Guardian Life Insurance
New York
$177K -$689 -12 -0.4%
JWM
529
Jacobus Wealth Management
Wisconsin
$157K – – –
SC
530
SRB Corp
Massachusetts
$153K – – –
MSFP
531
Mark Sheptoff Financial Planning
Connecticut
$137K – – –
RA
532
Rational Advisors
New York
$132K +$132K +2,310 New
MAM
533
Mizuho Asset Management
Japan
$131K +$18.7K +326 +17%
JFGIW
534
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K – – –
WTB
535
Washington Trust Bank
Washington
$125K – – –
CFG
536
CKW Financial Group
Hawaii
$109K – – –
PIA
537
Piedmont Investment Advisors
North Carolina
$109K – – –
SAMC
538
Shinko Asset Management Company
Japan
$104K -$17.1K -300 -14%
M
539
MOTCO
Texas
$103K – – –
LTFS
540
Ladenburg Thalmann Financial Services
Florida
$102K +$12.5K +221 +14%
SNT
541
Security National Trust
West Virginia
$100K +$18.4K +321 +23%
Royal London Asset Management
542
Royal London Asset Management
United Kingdom
$99.7K +$21.1K +36,433 +27%
NPC
543
National Planning Corporation
California
$93.6K +$93.6K +1,655 New
JIC
544
Joel Isaacson & Co
New York
$80K +$44.4K +775 +125%
HHMI
545
Howard Hughes Medical Institute
Maryland
$78K +$78K +1,355 New
SIA
546
Stancorp Investment Advisers
Oregon
$78K +$78K +1,363 New
OIA
547
Optimum Investment Advisors
Illinois
$77K – – –
Northwestern Mutual Wealth Management
548
Northwestern Mutual Wealth Management
Wisconsin
$74K +$26.8K +473 +57%
VNA
549
Valley National Advisers
Pennsylvania
$67K +$67K +1,376 New
NCMG
550
NCM Capital Management Group
North Carolina
$62K -$136K -2,350 -69%
20 21
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