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Marsh & McLennan
MMC

Overview Fund Activity

607 hedge funds and large institutions have $26.8B invested in Marsh & McLennan in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+5
Holders Change %
+0.83%
% of All Funds
16.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
208
Reduced
222
Closed
50
Calls
$20.5M
Puts
$28.4M
Net Calls
-$7.9M
Net Calls Change
-$9.07M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.14B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$221M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$779M
4
Capital International Investors
4
Capital International Investors
California
$660M
5
Goldman Sachs
5
Goldman Sachs
New York
$132M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$966M
2
Invesco
2
Invesco
Georgia
$527M
3
Capital World Investors
3
Capital World Investors
California
$273M
4
Norges Bank
4
Norges Bank
Norway
$75.7M
5
O
5
OppenheimerFunds
New York
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
526
Heartwood Wealth Management
United Kingdom
$134K – – –
VNA
527
Valley National Advisers
Pennsylvania
$133K – – –
IIC
528
Integrated Investment Consultants
Michigan
$129K +$129K +2,128 New
JIC
529
Joel Isaacson & Co
New York
$127K – – –
Royal London Asset Management
530
Royal London Asset Management
United Kingdom
$127K +$124K +7,509,288 +4,019%
AIM
531
Assured Investment Management
New York
$121K +$121K +1,985 New
GLI
532
Guardian Life Insurance
New York
$117K -$33.1K -546 -22%
CFG
533
CKW Financial Group
Hawaii
$116K – – –
GWM
534
Geneos Wealth Management
Colorado
$110K +$110K +1,796 New
SNT
535
Security National Trust
West Virginia
$106K – – –
CF
536
CenterStar Fund
Illinois
$105K -$349K – –
KLWA
537
Kelly Lawrence W & Associates
California
$103K -$103K -1,700 -50%
WTB
538
Washington Trust Bank
Washington
$100K -$24.4K -400 -20%
MFS
539
MSI Financial Services
Massachusetts
$99K +$9.23K +152 +10%
MFBTD
540
MB Financial Bank - Trust Department
Illinois
$97K -$427K -7,072 -81%
NCMG
541
NCM Capital Management Group
North Carolina
$93K -$45.7K -750 -33%
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$91K +$91K +1,506 New
CTC
543
Central Trust Company
Missouri
$85K -$66.8K -1,100 -44%
GBT
544
Grove Bank & Trust
Florida
$85K +$13.7K +226 +19%
SAMC
545
Shinko Asset Management Company
Japan
$83K -$7.05K -116 -8%
MUS
546
Mitsubishi UFJ Securities
Japan
$80K +$80K +1,310 New
WTC
547
WhitTier Trust Company
Nevada
$73K – – –
VCM
548
Versant Capital Management
Arizona
$64K -$2.12K -35 -3%
AIS
549
Accurate Investment Solutions
Pennsylvania
$64K – – –
VC
550
Vestor Capital
Illinois
$55K – – –
20 21
22
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