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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.88B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.96B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$510M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$832M
5
Primecap Management
5
Primecap Management
California
$749M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
651
Sowell Financial Services
Arkansas
$43K +$43K +598 New
EFSCE
652
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$2.81K +42 +7%
PCTC
653
Perkins Coie Trust Company
Washington
$38K +$38K +563 New
SSB
654
Sandy Spring Bank
Maryland
$37K +$30.2K +442 +442%
LA
655
Legacy Advisors
Pennsylvania
$37K +$37K +559 New
AC
656
Alexandria Capital
Virginia
$36K -$33.6K -500 -48%
IP
657
Intellectus Partners
California
$36K +$36K +531 New
NCM
658
Nelson Capital Management
California
$34K – – –
RWA
659
Ropes Wealth Advisors
Massachusetts
$34K +$34K +500 New
TWA
660
TCI Wealth Advisors
Arizona
$33K +$33K +486 New
PCP
661
Proficio Capital Partners
Massachusetts
$29K -$2.15K -32 -7%
DBT
662
Dubuque Bank & Trust
Iowa
$28K +$14K +203 +100%
GAM
663
Gemmer Asset Management
California
$27K – – –
JGIA
664
Jackson Grant Investment Advisers
Connecticut
$27K +$201 +3 +0.8%
PMFA
665
Plante Moran Financial Advisors
Michigan
$27K +$5.18K +76 +24%
PCM
666
Penserra Capital Management
California
$24K +$4.84K +72 +25%
BIG
667
Bellwether Investment Group
Tennessee
$24K +$24K +351 New
AWM
668
AllSquare Wealth Management
New York
$23K – – –
ZB
669
Zions Bancorporation
Utah
$21K – – –
DCP
670
DSM Capital Partners
Florida
$21K – – –
PA
671
Perennial Advisors
New York
$20K +$20K +290 New
BFEC
672
Benjamin F. Edwards & Company
Missouri
$19K -$10.2K -151 -35%
TFO
673
Tarbox Family Office
California
$18K – – –
EARNEST Partners
674
EARNEST Partners
Georgia
$18K +$18K +264 New
EF
675
Empirical Finance
Pennsylvania
$17K +$17K +242 New
25 26
27
28 29