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Marsh & McLennan
MMC

Overview Fund Activity

590 hedge funds and large institutions have $23.4B invested in Marsh & McLennan in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 51 closing their positions.

Holders
590
Holders Change
-9
Holders Change %
-1.5%
% of All Funds
16.49%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
43
Increased
187
Reduced
233
Closed
51
Calls
$12.9M
Puts
$23M
Net Calls
-$10.1M
Net Calls Change
-$16M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.52B
2
Bank of America
2
Bank of America
North Carolina
$274M
3
UBS Group
3
UBS Group
Switzerland
$213M
4
GTP
4
Global Thematic Partners
New York
$39.4M
5
SAM
5
Sawgrass Asset Management
Florida
$24M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$691M
2
Primecap Management
2
Primecap Management
California
$910M
3
TCIM
3
TIAA CREF Investment Management
New York
$196M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$32.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.22B
Name Market Value Shares Shares
Change 		Shares
Change %
WTB
526
Washington Trust Bank
Washington
$113K 2,165 -25 -1%
RA
527
Rational Advisors
New York
$109K 2,086 +300 +17%
CFG
528
CKW Financial Group
Hawaii
$99K 1,900 – –
SNT
529
Security National Trust
West Virginia
$91K 1,745 – –
AIM
530
Advantage Investment Management
Iowa
$85K 1,619 +852 +111%
SAMC
531
Shinko Asset Management Company
Japan
$82K 1,576 – –
KCM
532
Karp Capital Management
California
$68K 1,302 +800 +159%
JIC
533
Joel Isaacson & Co
New York
$51K 970 – –
VC
534
Vestor Capital
Illinois
$47K 900 – –
KLWA
535
Kelly Lawrence W & Associates
California
$47K 900 +900 New
MFS
536
MSI Financial Services
Massachusetts
$40K 769 +42 +6%
WTC
537
WhitTier Trust Company
Nevada
$39K 750 – –
SF
538
Synovus Financial
Georgia
$38K 743 +207 +39%
BL
539
Balentine LLC
Georgia
$36K 690 – –
PSI
540
Pinnacle Summer Investments
Virginia
$34K 650 +650 New
TRCT
541
Tower Research Capital (TRC)
New York
$32K 605 +605 New
Manulife (Manufacturers Life Insurance)
542
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.8K 551,329 +8,310 +2%
IMS
543
Index Management Solutions
Pennsylvania
$28K 535 -8 -1%
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$28K 537 +41 +8%
QCG
545
Quadrant Capital Group
Ohio
$27K 553 -566 -51%
NCM
546
Nelson Capital Management
California
$26K 500 – –
KCPG
547
Kavar Capital Partners Group
Kansas
$26K 500 – –
WA
548
Waverly Advisors
Alabama
$25K 476 +476 New
GAM
549
Gemmer Asset Management
California
$21K 406 – –
CFA
550
Carroll Financial Associates
North Carolina
$21K 400 – –
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