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Marsh & McLennan
MMC

Overview Fund Activity

728 hedge funds and large institutions have $29.5B invested in Marsh & McLennan in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 246 increasing their positions, 249 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+55
Holders Change %
+8.17%
% of All Funds
18.23%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.33%
New
100
Increased
246
Reduced
249
Closed
36
Calls
$31M
Puts
$28.3M
Net Calls
+$2.74M
Net Calls Change
-$2.5M

Top Buyers

1
State Street
State Street
Massachusetts
+$139M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$115M
3
Norges Bank
Norges Bank
Norway
+$88.4M
4
Millennium Management
Millennium Management
New York
+$86.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$82.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$544M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$299M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
5
Primecap Management
Primecap Management
California
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLA
526
Douglas Lane & Associates
New York
$372K -$20.3K -300 -5%
MBTD
527
Mechanics Bank - Trust Department
California
$372K – – –
OC
528
Oppenheimer & Co
New York
$371K -$28K -415 -7%
RWA
529
RGT Wealth Advisors
Texas
$363K – – –
LTFS
530
Ladenburg Thalmann Financial Services
Florida
$363K +$10.5K +155 +3%
NFP
531
Narus Financial Partners
Utah
$362K +$362K +5,350 New
MA
532
Montag & Associates
Georgia
$356K +$1.08K +16 +0.3%
ROTUOC
533
Regents of the University of California
California
$351K – – –
ACP
534
Ashfield Capital Partners
California
$351K – – –
WA
535
WFG Advisors
Texas
$343K -$7.29K -108 -2%
IIC
536
Ironwood Investment Counsel
Arizona
$342K – – –
MPI
537
Mairs & Power Inc
Minnesota
$339K – – –
BWAM
538
Boyd Watterson Asset Management
Ohio
$339K +$20.5K +303 +6%
HB
539
Homrich & Berg
Georgia
$334K -$9.82K -145 -3%
CB
540
Commerce Bank
Missouri
$334K -$2.77K -41 -0.8%
RJT
541
Raymond James Trust
Florida
$333K +$474 +7 +0.1%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$332K +$8.11K +120 +3%
CPA
543
Capital Planning Advisors
California
$330K – – –
FWM
544
Frontier Wealth Management
Missouri
$329K – – –
AL
545
Airain Ltd
Guernsey
$328K +$328K +4,846 New
TCOV
546
Trust Company of Vermont
Vermont
$327K -$13.8K -204 -4%
IA
547
IFP Advisors
Florida
$327K +$8.51K +126 +3%
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$325K +$325K +4,811 New
JIP
549
Jaffetilchin Investment Partners
Florida
$324K +$324K +4,801 New
WA
550
WESPAC Advisors
California
$322K +$322K +4,770 New
20 21
22
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