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Marsh & McLennan
MMC

Overview Fund Activity

602 hedge funds and large institutions have $24.8B invested in Marsh & McLennan in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 45 closing their positions.

Holders
602
Holders Change
+12
Holders Change %
+2.03%
% of All Funds
15.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
62
Increased
190
Reduced
236
Closed
45
Calls
$13.5M
Puts
$12.4M
Net Calls
+$1.17M
Net Calls Change
+$11.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.75B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$88.3M
3
UBS Group
3
UBS Group
Switzerland
$279M
4
GTP
4
Global Thematic Partners
New York
$72.1M
5
Millennium Management
5
Millennium Management
New York
$28.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$274M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$627M
3
Northern Trust
3
Northern Trust
Illinois
$347M
4
BG
4
Bahl & Gaynor
Ohio
$23.4M
5
Bank of America
5
Bank of America
North Carolina
$236M
Name Market Value Shares Shares
Change 		Shares
Change %
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K 2,766 -2,900 -51%
JWM
527
Jacobus Wealth Management
Wisconsin
$152K 2,750 – –
SC
528
SRB Corp
Massachusetts
$145K 2,606 -218 -8%
CTC
529
Central Trust Company
Missouri
$139K 2,500 -100 -4%
GLI
530
Guardian Life Insurance
New York
$137K 2,476 -624 -20%
MSFP
531
Mark Sheptoff Financial Planning
Connecticut
$133K 2,400 – –
TC
532
TradeLink Capital
Illinois
$133K 2,400 +2,400 New
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K 2,329 +64 +3%
NCMG
534
NCM Capital Management Group
North Carolina
$126K 2,275 – –
HWM
535
Heartwood Wealth Management
United Kingdom
$122K 2,209 +2,209 New
VNA
536
Valley National Advisers
Pennsylvania
$121K 2,186 – –
JIC
537
Joel Isaacson & Co
New York
$116K 2,091 +1,121 +116%
WTB
538
Washington Trust Bank
Washington
$113K 2,037 -128 -6%
CFG
539
CKW Financial Group
Hawaii
$105K 1,900 – –
SNT
540
Security National Trust
West Virginia
$97K 1,745 – –
AIM
541
Advantage Investment Management
Iowa
$87K 1,561 -58 -4%
SAMC
542
Shinko Asset Management Company
Japan
$82K 1,481 -95 -6%
MFS
543
MSI Financial Services
Massachusetts
$82K 1,478 +709 +92%
3C
544
361 Capital
Colorado
$79K 1,418 +1,418 New
First Manhattan
545
First Manhattan
New York
$77K 1,400 -9,000 -87%
WTC
546
WhitTier Trust Company
Nevada
$67K 1,200 +450 +60%
GBT
547
Grove Bank & Trust
Florida
$65K 1,172 +1,172 New
VCM
548
Versant Capital Management
Arizona
$60K 1,090 +1,090 New
AIS
549
Accurate Investment Solutions
Pennsylvania
$58K 1,050 +1,050 New
VC
550
Vestor Capital
Illinois
$50K 900 – –
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