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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 %
GXMC
576
Global X Management Company
New York
$66K +$54.9K +801 +494%
VC
577
Vestor Capital
Illinois
$62K – – –
NO
578
Ninety One
South Africa
$61K +$61K +909 New
BL
579
Balentine LLC
Georgia
$54K +$6.35K +92 +13%
PWM
580
Perigon Wealth Management
California
$53K – – –
CFA
581
Carroll Financial Associates
North Carolina
$52K – – –
CFA
582
Camarda Financial Advisors
Florida
$51K +$51K +752 New
OFS
583
Orrstown Financial Services
Pennsylvania
$47K +$42.9K +620 +1,033%
MFBTD
584
MB Financial Bank - Trust Department
Illinois
$43K -$65.4K -969 -60%
EFSCE
585
Enterprise Financial Services Corp (EFSC)
Missouri
$37K – – –
AC
586
Alexandria Capital
Virginia
$37K +$2.55K +37 +7%
NCM
587
Nelson Capital Management
California
$34K – – –
PCP
588
Proficio Capital Partners
Massachusetts
$31K -$8.6K -131 -22%
GAM
589
Gemmer Asset Management
California
$28K – – –
JGIA
590
Jackson Grant Investment Advisers
Connecticut
$27K +$68 +1 +0.3%
AWM
591
AllSquare Wealth Management
New York
$23K – – –
KF
592
Krilogy Financial
Missouri
$22K – – –
ZB
593
Zions Bancorporation
Utah
$21K – – –
QAM
594
QCI Asset Management
New York
$21K – – –
BFEC
595
Benjamin F. Edwards & Company
Missouri
$21K +$3.63K +53 +21%
TFO
596
Tarbox Family Office
California
$19K – – –
ASN
597
Advisory Services Network
Georgia
$19K +$17.1K +256 +914%
AW
598
Alpha Windward
Massachusetts
$17K -$1.76K -25 -9%
PMFA
599
Plante Moran Financial Advisors
Michigan
$17K +$17K +251 New
CAW
600
Cornerstone Advisors (Washington)
Washington
$16K – – –
22 23
24
25 26