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Marsh & McLennan
MMC

Overview Fund Activity

673 hedge funds and large institutions have $29.3B invested in Marsh & McLennan in 2016 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+40
Holders Change %
+6.32%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
85
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$183M
3
Ameriprise
Ameriprise
Minnesota
$314M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$70M
5
BA
BlackRock Advisors
Delaware
$239M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
2
Macquarie Group
Macquarie Group
Australia
$710M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Primecap Management
Primecap Management
California
$822M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
551
TIAA CREF Investment Management
New York
$221K +$9.9K +147,145 +5%
MCM
552
Manchester Capital Management
Vermont
$221K -$74.7K -1,113 -25%
RB
553
Rodgers Brothers
Pennsylvania
$219K – – –
WKWM
554
Walter & Keenan Wealth Management
Indiana
$215K – – –
PI
555
PineBridge Investments
New York
$215K +$215K +3,194 New
BSW
556
Buckingham Strategic Wealth
Missouri
$207K -$2.83K -42 -1%
AT
557
Argent Trust
Texas
$205K -$269 -4 -0.1%
PP
558
Prudential plc
United Kingdom
$203K +$203K +3,017 New
DK
559
Darrell & King
Virginia
$202K – – –
SFSG
560
Stearns Financial Services Group
North Carolina
$202K +$202K +3,000 New
CAI
561
Capital Advisors Inc
Oklahoma
$202K – – –
VCM
562
Vigilant Capital Management
Maine
$201K – – –
KFA
563
Kelleher Financial Advisors
New York
$201K – – –
WIP
564
Wellesley Investment Partners
Massachusetts
$200K – – –
GWS
565
Glassman Wealth Services
Virginia
$198K – – –
LWCFA
566
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K – – –
JWM
567
Jacobus Wealth Management
Wisconsin
$185K – – –
Fuller & Thaler Asset Management
568
Fuller & Thaler Asset Management
California
$182K -$67.4K -1,000 -27%
SWA
569
Sutton Wealth Advisors
Florida
$175K – – –
JFGIW
570
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K -$271 -4 -0.2%
RA
571
Rational Advisors
New York
$167K -$602K -8,923 -78%
QCG
572
Quadrant Capital Group
Ohio
$166K +$913 +14 +0.6%
GXMC
573
Global X Management Company
New York
$164K +$99.2K +1,476 +153%
MSFP
574
Mark Sheptoff Financial Planning
Connecticut
$161K – – –
Simplex Trading
575
Simplex Trading
Illinois
$161K +$161K +2,407 New
21 22
23
24 25