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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 %
MWP
601
MYCIO Wealth Partners
Pennsylvania
$14K – – –
LNB
602
Ledyard National Bank
$14K – – –
AA
603
Apriem Advisors
California
$14K – – –
MA
604
MCF Advisors
Kentucky
$14K +$71 +1 +0.5%
DBT
605
Dubuque Bank & Trust
Iowa
$14K +$4.26K +62 +44%
AP
606
Advisors Preferred
Maryland
$14K +$14K +199 New
SSB
607
Sandy Spring Bank
Maryland
$13K – – –
MRCM
608
M&R Capital Management
New Jersey
$13K +$13K +204 New
DAM
609
Delta Asset Management
Tennessee
$12K – – –
PCM
610
Penserra Capital Management
California
$12K +$4.42K +63 +58%
MUS
611
Mitsubishi UFJ Securities
Japan
$11K -$79.1K -1,150 -88%
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
OC
613
Oakworth Capital
Alabama
$9K – – –
ATC
614
Adirondack Trust Company
New York
$8K – – –
AWMS
615
Advocacy Wealth Management Services
Georgia
$7K -$51.8K -785 -88%
TFA
616
Transamerica Financial Advisors
Florida
$7K -$3.07K -43 -30%
PFBT
617
Parkside Financial Bank & Trust
Missouri
$7K – – –
ACS
618
Archford Capital Strategies
Illinois
$6K +$6K +80 New
AF
619
Allworth Financial
California
$5K – – –
AP
620
Atwood & Palmer
Missouri
$5K – – –
HIM
621
Hillsdale Investment Management
Ontario, Canada
$5K +$1.43K +20 +40%
MCM
622
MV Capital Management
Maryland
$5K +$5K +74 New
HR
623
Howe & Rusling
New York
$4K +$407 +6 +11%
TDC
624
Thompson Davis & Co
Virginia
$4K +$2.86K +40 +250%
SCM
625
Southport Capital Management
Tennessee
$3K +$3K +42 New
23 24
25
26 27