MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

673 hedge funds and large institutions have $29.3B invested in Marsh & McLennan in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+40
Holders Change %
+6.32%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
85
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$183M
3
Ameriprise
Ameriprise
Minnesota
$314M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$70M
5
BA
BlackRock Advisors
Delaware
$239M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
2
Macquarie Group
Macquarie Group
Australia
$710M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Primecap Management
Primecap Management
California
$822M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
526
Capstone Investment Advisors
New York
$302K +$302K +4,500 New
WA
527
Waverly Advisors
Alabama
$290K – – –
GC
528
Gratry & Company
Ohio
$285K +$285K +4,235 New
TPWA
529
TRUE Private Wealth Advisors
Oregon
$280K -$5.64K -86 -2%
PL
530
Parkwood LLC
Ohio
$279K +$279K +4,145 New
First Manhattan
531
First Manhattan
New York
$275K – – –
PRS
532
Pinkerton Retirement Specialists
Idaho
$270K -$8.34K -124 -3%
GI
533
GAMCO Investors
Connecticut
$269K – – –
NSAM
534
North Star Asset Management
Wisconsin
$269K – – –
FMLI
535
Fukoku Mutual Life Insurance
Japan
$265K – – –
S
536
SignatureFD
Georgia
$261K -$12.8K -190 -5%
JFA
537
JNBA Financial Advisors
Minnesota
$261K +$261K +3,876 New
SI
538
Stephens Inc
Arkansas
$260K -$6.59K -98 -2%
IC
539
InterOcean Capital
Illinois
$260K +$39.3K +586 +18%
HHMI
540
Howard Hughes Medical Institute
Maryland
$256K +$43.5K +647 +20%
AI
541
Atria Investments
North Carolina
$250K -$5.78K -86 -2%
DHFB
542
Dixon Hubard Feinour & Brown
Virginia
$248K – – –
OWP
543
Obermeyer Wealth Partners
Colorado
$247K – – –
WCM
544
Wallace Capital Management
Texas
$247K – – –
SS
545
Simplicity Solutions
Minnesota
$246K -$18.4K -274 -7%
JMFC
546
J.M. Forbes & Co
Massachusetts
$242K – – –
PHK
547
Point72 Hong Kong
Hong Kong
$235K +$235K +3,500 New
WSTAM
548
Wilbanks Smith & Thomas Asset Management
Virginia
$227K -$8.35K -124 -4%
DCM
549
Donaldson Capital Management
Indiana
$227K +$227K +3,377 New
BOTW
550
Bank of the West
California
$225K – – –
20 21
22
23 24