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Marsh & McLennan
MMC

Overview Fund Activity

567 hedge funds and large institutions have $24.5B invested in Marsh & McLennan in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 260 reducing their positions, and 21 closing their positions.

Holders
567
Holders Change
+9
Holders Change %
+1.61%
% of All Funds
16.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
37
Increased
150
Reduced
260
Closed
21
Calls
$76.8M
Puts
$11.4M
Net Calls
+$65.4M
Net Calls Change
-$1.57M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.57B
2
SBAM
2
Santa Barbara Asset Management
California
$112M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$69.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.63B
5
Macquarie Group
5
Macquarie Group
Australia
$476M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.51B
2
O
2
OppenheimerFunds
New York
$169M
3
Invesco
3
Invesco
Georgia
$698M
4
Morgan Stanley
4
Morgan Stanley
New York
$135M
5
Norges Bank
5
Norges Bank
Norway
$57.1M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
551
Oakworth Capital
Alabama
$7K 135 – –
SSB
552
Sandy Spring Bank
Maryland
$7K 131 – –
CAW
553
Cornerstone Advisors (Washington)
Washington
$6K 122 -15 -11%
PIM
554
Parasol Investment Management
Illinois
$6K 112 +112 New
HR
555
Howe & Rusling
New York
$5K 105 -6 -5%
BFEC
556
Benjamin F. Edwards & Company
Missouri
$5K 103 – –
GGPS
557
Gary Goldberg Planning Services
New York
$5K 91 +91 New
AP
558
Atwood & Palmer
Missouri
$4K 75 – –
ACS
559
Archford Capital Strategies
Illinois
$2K 40 – –
NIM
560
NuWave Investment Management
New Jersey
$1K 17 -1,433 -99%
FNBT
561
FineMark National Bank & Trust
Florida
$1K 15 -400 -96%
JWA
562
JFS Wealth Advisors
Pennsylvania
$1K 28 -5 -15%
PMFA
563
Plante Moran Financial Advisors
Michigan
$1K 28 – –
BRWM
564
B. Riley Wealth Management
Tennessee
$1K 35 – –
CFA
565
Camarda Financial Advisors
Florida
$1K 27 – –
TFA
566
Transamerica Financial Advisors
Florida
$1K 16 – –
CRM
567
Cramer Rosenthal McGlynn
Connecticut
– – -378,100 Closed
OI
568
Oakbrook Investments
Illinois
– – -178,160 Closed
BCM
569
Bluefin Capital Management
New York
– – -171,957 Closed
LP
570
LMR Partners
United Kingdom
– – -66,007 Closed
FQ
571
First Quadrant
California
– – -46,000 Closed
JG
572
Jefferies Group
New York
– – -25,131 Closed
PRC
573
Platte River Capital
Colorado
– – -16,780 Closed
WMSA
574
Weiss Multi-Strategy Advisers
New York
– – -6,680 Closed
LCP
575
LGT Capital Partners
Switzerland
– – -6,200 Closed
20 21 22
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