MMC icon

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 %
FHA
651
First Horizon Advisors
Tennessee
$6K +$4.21K +66 +236%
HIM
652
Hillsdale Investment Management
Ontario, Canada
$5K – – –
AP
653
Atwood & Palmer
Missouri
$5K – – –
BC
654
Barnett & Company
Tennessee
$5K +$5K +80 New
SI
655
Sentry Investments
Ontario, Canada
$4.04K +$4.04K +60,025 New
AF
656
Allworth Financial
California
$4K – – –
TDC
657
Thompson Davis & Co
Virginia
$4K – – –
FAM
658
Fred Alger Management
New York
$4K +$4K +55 New
CWM
659
Catamount Wealth Management
Connecticut
$4K +$4K +59 New
EDRPMB
660
Edmond de Rothschild Private Merchant Banking
United Kingdom
$4K +$4K +60 New
EDRH
661
Edmond de Rothschild Holding
Switzerland
$4K +$4K +60 New
FMP
662
Financial Management Professionals
Texas
$4K +$4K +62 New
CHP
663
Cable Hill Partners
Oregon
$4K +$4K +65 New
HCM
664
Herndon Capital Management
Georgia
$3K – – –
CIM
665
Contravisory Investment Management
Massachusetts
$3K +$3K +44 New
ACS
666
Archford Capital Strategies
Illinois
$2K -$2K -40 -50%
VIA
667
Vantage Investment Advisors
Pennsylvania
$2K – – –
HPBT
668
High Point Bank & Trust
North Carolina
$2K +$2K +34 New
FIB
669
First Interstate Bank
Montana
$2K +$2K +35 New
SIC
670
Salem Investment Counselors
North Carolina
$1.88K +$1.88K +2,789 New
KT
671
Kanaly Trust
Texas
$1K – – –
FNBT
672
FineMark National Bank & Trust
Florida
$1K – – –
SCP
673
Syntal Capital Partners
Texas
$325 +$325 +4,833 New
Viking Global Investors
674
Viking Global Investors
Connecticut
– -$175M -2,552,071 Closed
Millennium Management
675
Millennium Management
New York
– -$13.6M -199,291 Closed
25 26
27
28 29