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Marsh & McLennan
MMC

Overview Fund Activity

728 hedge funds and large institutions have $29.5B invested in Marsh & McLennan in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 246 increasing their positions, 249 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+55
Holders Change %
+8.17%
% of All Funds
18.23%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.33%
New
100
Increased
246
Reduced
249
Closed
36
Calls
$31M
Puts
$28.3M
Net Calls
+$2.74M
Net Calls Change
-$2.5M

Top Buyers

1
State Street
State Street
Massachusetts
$1.57B
2
Viking Global Investors
Viking Global Investors
Connecticut
$115M
3
Norges Bank
Norges Bank
Norway
$188M
4
Millennium Management
Millennium Management
New York
$86.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$87.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.88B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.96B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$510M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$832M
5
Primecap Management
Primecap Management
California
$749M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
576
Obermeyer Wealth Partners
Colorado
$248K – – –
SS
577
Simplicity Solutions
Minnesota
$245K -$2.23K -33 -0.9%
JMFC
578
J.M. Forbes & Co
Massachusetts
$243K – – –
WSTAM
579
Wilbanks Smith & Thomas Asset Management
Virginia
$243K +$14.8K +218 +6%
FPFS
580
First Personal Financial Services
North Carolina
$230K +$230K +3,410 New
BOTW
581
Bank of the West
California
$226K – – –
GT
582
Glenview Trust
Kentucky
$226K +$226K +3,340 New
ONB
583
Old National Bancorp
Indiana
$225K +$225K +3,316 New
PHK
584
Point72 Hong Kong
Hong Kong
$221K -$15.7K -232 -7%
RB
585
Rodgers Brothers
Pennsylvania
$220K – – –
WKWM
586
Walter & Keenan Wealth Management
Indiana
$216K – – –
RW
587
REDW Wealth
New Mexico
$216K +$216K +3,190 New
PA
588
Parallel Advisors
California
$216K +$216K +3,197 New
LJHT
589
Laurie J. Hall Trustee
$209K +$209K +3,050 New
BSW
590
Buckingham Strategic Wealth
Missouri
$208K – – –
LWCFA
591
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K +$20.3K +300 +11%
GXMC
592
Global X Management Company
New York
$207K +$42.3K +627 +26%
AT
593
Argent Trust
Texas
$206K – – –
MCM
594
Manchester Capital Management
Vermont
$204K -$18.9K -279 -8%
PP
595
Prudential plc
United Kingdom
$204K – – –
SFSG
596
Stearns Financial Services Group
North Carolina
$203K – – –
CAI
597
Capital Advisors Inc
Oklahoma
$203K – – –
DK
598
Darrell & King
Virginia
$203K – – –
KFA
599
Kelleher Financial Advisors
New York
$202K – – –
WIP
600
Wellesley Investment Partners
Massachusetts
$201K – – –
22 23
24
25 26