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Marsh & McLennan

601 hedge funds and large institutions have $25.8B invested in Marsh & McLennan in 2015 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 200 increasing their positions, 237 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-4
Holders Change %
-0.66%
% of All Funds
16.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
45
Increased
200
Reduced
237
Closed
39
Calls
$10.3M
Puts
$10.9M
Net Calls
-$652K
Net Calls Change
-$57.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Fuller & Thaler Asset Management
526
Fuller & Thaler Asset Management
California
$165K -$89.5K -1,600 -35%
JWM
527
Jacobus Wealth Management
Wisconsin
$154K
LTFS
528
Ladenburg Thalmann Financial Services
Florida
$154K +$53.7K +962 +54%
MSFP
529
Mark Sheptoff Financial Planning
Connecticut
$135K
GLI
530
Guardian Life Insurance
New York
$132K -$41K -731 -24%
NCMG
531
NCM Capital Management Group
North Carolina
$128K +$67.5K +1,200 +112%
JFGIW
532
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K
WTB
533
Washington Trust Bank
Washington
$123K
VNA
534
Valley National Advisers
Pennsylvania
$123K +$45.6K +810 +59%
Northwestern Mutual Wealth Management
535
Northwestern Mutual Wealth Management
Wisconsin
$114K +$40.6K +722 +55%
RA
536
Rational Advisors
New York
$111K -$18.1K -324 -14%
CFG
537
CKW Financial Group
Hawaii
$107K
PIA
538
Piedmont Investment Advisors
North Carolina
$107K
SNT
539
Security National Trust
West Virginia
$98K
SAMC
540
Shinko Asset Management Company
Japan
$94K -$7.83K -140 -8%
VanEck Associates
541
VanEck Associates
New York
$84K +$39.6K +704 +89%
SIA
542
Stancorp Investment Advisers
Oregon
$76K
OIA
543
Optimum Investment Advisors
Illinois
$75K
BL
544
Balentine LLC
Georgia
$63K +$63K +1,120 New
JIC
545
Joel Isaacson & Co
New York
$54K -$23.7K -425 -30%
VC
546
Vestor Capital
Illinois
$50K +$50K +900 New
WTC
547
WhitTier Trust Company
Nevada
$42K
MFS
548
MSI Financial Services
Massachusetts
$40K -$4.02K -71 -9%
EFSCE
549
Enterprise Financial Services Corp (EFSC)
Missouri
$37K
IC
550
Intersect Capital
California
$37K