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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 %
AWMS
551
Advocacy Wealth Management Services
Georgia
$54K +$54K +891 New
PWM
552
Perigon Wealth Management
California
$47K +$47K +776 New
CFA
553
Carroll Financial Associates
North Carolina
$46K +$21.9K +362 +91%
FNYS
554
First New York Securities
New York
$42.6K +$42.6K +700 New
BL
555
Balentine LLC
Georgia
$42K – – –
PCP
556
Proficio Capital Partners
Massachusetts
$37K +$32.2K +525 +673%
First Manhattan
557
First Manhattan
New York
$36K -$48K -800 -57%
EMG
558
ETF Managers Group
New Jersey
$35K +$35K +476 New
EFSCE
559
Enterprise Financial Services Corp (EFSC)
Missouri
$33K – – –
FANJ
560
Financial Architects (New Jersey)
New Jersey
$31K +$31K +503 New
NCM
561
Nelson Capital Management
California
$30K – – –
AC
562
Alexandria Capital
Virginia
$30K – – –
GAM
563
Gemmer Asset Management
California
$24K – – –
JGIA
564
Jackson Grant Investment Advisers
Connecticut
$24K +$181 +3 +0.8%
AWM
565
AllSquare Wealth Management
New York
$21K +$21K +342 New
ZB
566
Zions Bancorporation
Utah
$20K -$382 -6 -2%
QAM
567
QCI Asset Management
New York
$19K – – –
KF
568
Krilogy Financial
Missouri
$19K +$19K +320 New
TFO
569
Tarbox Family Office
California
$17K – – –
AW
570
Alpha Windward
Massachusetts
$16K – – –
IA
571
IFP Advisors
Florida
$15K -$348K -3,810 -96%
BFEC
572
Benjamin F. Edwards & Company
Missouri
$15K -$9.33K -158 -38%
CAW
573
Cornerstone Advisors (Washington)
Washington
$14K +$6.51K +106 +87%
WIC
574
Woodmont Investment Counsel
Tennessee
$13K – – –
FCCM
575
First City Capital Management
Georgia
$12.2K – – –
21 22
23
24 25