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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 %
DAC
601
Dividend Assets Capital
South Carolina
$201K +$201K +2,975 New
BFM
602
Boston Financial Management
Massachusetts
$201K +$201K +2,975 New
GWS
603
Glassman Wealth Services
Virginia
$200K +$1.15K +17 +0.6%
PCM
604
Prelude Capital Management
New York
$196K +$196K +2,900 New
TG
605
TLP Group
Illinois
$187K +$60.6K +896 +48%
JWM
606
Jacobus Wealth Management
Wisconsin
$186K – – –
Fuller & Thaler Asset Management
607
Fuller & Thaler Asset Management
California
$182K – – –
SWA
608
Sutton Wealth Advisors
Florida
$176K – – –
VCM
609
Vigilant Capital Management
Maine
$172K -$30.5K -450 -15%
QCG
610
Quadrant Capital Group
Ohio
$167K – – –
SC
611
SRB Corp
Massachusetts
$167K +$8.6K +127 +5%
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K -$3.58K -53 -2%
MSFP
613
Mark Sheptoff Financial Planning
Connecticut
$162K – – –
IIC
614
Integrated Investment Consultants
Michigan
$156K -$3.45K -51 -2%
RA
615
Rational Advisors
New York
$155K -$15.1K -220 -9%
VNA
616
Valley National Advisers
Pennsylvania
$148K – – –
SIC
617
Salem Investment Counselors
North Carolina
$145K -$44K -649 -23%
WPA
618
West Paces Advisors
Georgia
$141K +$141K +2,088 New
GLI
619
Guardian Life Insurance
New York
$132K – – –
CFG
620
CKW Financial Group
Hawaii
$128K – – –
FANJ
621
Financial Architects (New Jersey)
New Jersey
$125K -$19.7K -292 -14%
GWM
622
Geneos Wealth Management
Colorado
$123K – – –
GBT
623
Grove Bank & Trust
Florida
$121K +$11.1K +165 +10%
SNT
624
Security National Trust
West Virginia
$118K – – –
WTB
625
Washington Trust Bank
Washington
$114K -$949 -14 -0.8%
23 24
25
26 27