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Marsh & McLennan
MMC

Overview Fund Activity

590 hedge funds and large institutions have $23.4B invested in Marsh & McLennan in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 51 closing their positions.

Holders
590
Holders Change
-9
Holders Change %
-1.5%
% of All Funds
16.49%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
43
Increased
187
Reduced
233
Closed
51
Calls
$12.9M
Puts
$23M
Net Calls
-$10.1M
Net Calls Change
-$16M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.52B
2
Bank of America
2
Bank of America
North Carolina
$274M
3
UBS Group
3
UBS Group
Switzerland
$213M
4
GTP
4
Global Thematic Partners
New York
$39.4M
5
SAM
5
Sawgrass Asset Management
Florida
$24M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$691M
2
Primecap Management
2
Primecap Management
California
$910M
3
TCIM
3
TIAA CREF Investment Management
New York
$196M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$32.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.22B
Name Market Value Shares Shares
Change 		Shares
Change %
S
551
SignatureFD
Georgia
$18K 350 +109 +45%
ZB
552
Zions Bancorporation
Utah
$18K 314 +314 New
TSU
553
TD Securities (USA)
New York
$16K 303 -217,750 -100%
QAM
554
QCI Asset Management
New York
$16K 312 – –
TFO
555
Tarbox Family Office
California
$14K 272 – –
AW
556
Alpha Windward
Massachusetts
$13K 257 – –
DAM
557
Delta Asset Management
Tennessee
$12K 230 – –
MWP
558
MYCIO Wealth Partners
Pennsylvania
$12K 225 +5 +2%
PMFA
559
Plante Moran Financial Advisors
Michigan
$11K 202 -225 -53%
FCCM
560
First City Capital Management
Georgia
$10.4K 200 -66 -25%
LNB
561
Ledyard National Bank
$10K 201 – –
SSB
562
Sandy Spring Bank
Maryland
$10K 189 – –
MA
563
MCF Advisors
Kentucky
$10K 195 +1 +0.5%
AA
564
Apriem Advisors
California
$10K 200 +200 New
FPFS
565
First Personal Financial Services
North Carolina
$9K 166 – –
OC
566
Oakworth Capital
Alabama
$7K 135 – –
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$7K 143 – –
TDC
568
Thompson Davis & Co
Virginia
$7K 138 +138 New
Lazard Asset Management
569
Lazard Asset Management
New York
$6K 134 -6,193 -98%
ATC
570
Adirondack Trust Company
New York
$6K 110 – –
CAW
571
Cornerstone Advisors (Washington)
Washington
$6K 122 – –
BFEC
572
Benjamin F. Edwards & Company
Missouri
$5K 103 – –
BAM
573
Bruderman Asset Management
New York
$5K 91 – –
HR
574
Howe & Rusling
New York
$4K 78 -14 -15%
AP
575
Atwood & Palmer
Missouri
$4K 75 – –
21 22
23
24 25