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Marsh & McLennan
MMC

Overview Fund Activity

633 hedge funds and large institutions have $31.3B invested in Marsh & McLennan in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 207 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+26
Holders Change %
+4.28%
% of All Funds
16.92%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
69
Increased
235
Reduced
207
Closed
35
Calls
$26.5M
Puts
$33.7M
Net Calls
-$7.18M
Net Calls Change
+$722K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
BA
BlackRock Advisors
Delaware
$182M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$70.6M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$162M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$12.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.27B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$953M
4
Primecap Management
Primecap Management
California
$992M
5
Invesco
Invesco
Georgia
$488M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
551
Integrated Investment Consultants
Michigan
$161K +$15.6K +228 +11%
JG
552
Jefferies Group
New York
$151K +$151K +2,209 New
SC
553
SRB Corp
Massachusetts
$150K -$15.6K -228 -9%
VNA
554
Valley National Advisers
Pennsylvania
$150K – – –
FANJ
555
Financial Architects (New Jersey)
New Jersey
$146K +$112K +1,641 +326%
CF
556
CenterStar Fund
Illinois
$139K -$105K – –
GLI
557
Guardian Life Insurance
New York
$134K +$1.65K +24 +1%
CFG
558
CKW Financial Group
Hawaii
$130K – – –
CI
559
Cooper Investors
Australia
$128K +$128K +1,866 New
GWM
560
Geneos Wealth Management
Colorado
$122K – – –
SNT
561
Security National Trust
West Virginia
$119K – – –
WTB
562
Washington Trust Bank
Washington
$115K +$3.28K +48 +3%
JIC
563
Joel Isaacson & Co
New York
$108K -$35.7K -520 -25%
NCMG
564
NCM Capital Management Group
North Carolina
$101K -$3.42K -50 -3%
CTC
565
Central Trust Company
Missouri
$96K – – –
GBT
566
Grove Bank & Trust
Florida
$96K +$614 +9 +0.6%
SAMC
567
Shinko Asset Management Company
Japan
$93K – – –
SBA
568
Seven Bridges Advisors
New York
$86K +$86K +1,260 New
TF
569
Tompkins Financial
New York
$85K +$85K +1,235 New
WTC
570
WhitTier Trust Company
Nevada
$82K – – –
JCM
571
Jacobi Capital Management
Pennsylvania
$77K +$77K +1,142 New
AIS
572
Accurate Investment Solutions
Pennsylvania
$72K – – –
VCM
573
Versant Capital Management
Arizona
$72K – – –
MFS
574
MSI Financial Services
Massachusetts
$70K -$41.4K -606 -37%
WAP
575
Wealthcare Advisory Partners
Pennsylvania
$70K +$70K +1,016 New
21 22
23
24 25