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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 %
IWM
676
IHT Wealth Management
Illinois
$17K +$17K +246 New
KF
677
Krilogy Financial
Missouri
$16K -$5.42K -81 -25%
AW
678
Alpha Windward
Massachusetts
$16K -$133 -2 -0.8%
YWP
679
YorkBridge Wealth Partners
New York
$16K +$16K +232 New
WB
680
Webster Bank
Connecticut
$15K +$15K +220 New
QAM
681
QCI Asset Management
New York
$14K -$6.6K -100 -32%
AA
682
Apriem Advisors
California
$14K – – –
LNB
683
Ledyard National Bank
$14K – – –
MAM
684
Magellan Asset Management
Australia
$14K +$14K +207 New
AOWM
685
Alpha Omega Wealth Management
Virginia
$13K +$13K +185 New
MRCM
686
M&R Capital Management
New Jersey
$12K -$1.53K -23 -11%
MFBTD
687
MB Financial Bank - Trust Department
Illinois
$11K -$33.1K -478 -75%
DAM
688
Delta Asset Management
Tennessee
$11K – – –
WIM
689
Westside Investment Management
California
$10.5K +$10.5K +155 New
SGAM
690
Smith Group Asset Management
Texas
$10K +$10K +150 New
NC
691
NewSquare Capital
Pennsylvania
$9K – – –
OC
692
Oakworth Capital
Alabama
$9K – – –
PFBT
693
Parkside Financial Bank & Trust
Missouri
$8K – – –
EDRH
694
Edmond de Rothschild Holding
Switzerland
$8K +$3.68K +51 +85%
FAM
695
Fred Alger Management
New York
$8K +$4.3K +64 +116%
SPIA
696
Steward Partners Investment Advisory
New York
$8K +$8K +133 New
HR
697
Howe & Rusling
New York
$7K -$733 -11 -9%
AWMS
698
Advocacy Wealth Management Services
Georgia
$7K – – –
MCM
699
MV Capital Management
Maryland
$7K – – –
PO
700
Private Ocean
California
$7K +$7K +100 New
26 27
28
29 30