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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 %
FHA
701
First Horizon Advisors
Tennessee
$6K – – –
FFW
702
Fusion Family Wealth
New York
$6K +$6K +102 New
AP
703
Atwood & Palmer
Missouri
$5K – – –
BC
704
Barnett & Company
Tennessee
$5K – – –
HIM
705
Hillsdale Investment Management
Ontario, Canada
$5K +$333 +5 +7%
OFW
706
Omnia Family Wealth
Florida
$5K +$5K +74 New
CWM
707
Catamount Wealth Management
Connecticut
$4K – – –
FMP
708
Financial Management Professionals
Texas
$4K – – –
CHP
709
Cable Hill Partners
Oregon
$4K – – –
AF
710
Allworth Financial
California
$4K – – –
TDC
711
Thompson Davis & Co
Virginia
$4K – – –
Carson Wealth (CWM LLC)
712
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +63 New
MUS
713
Mitsubishi UFJ Securities
Japan
$3K -$9K -120 -75%
TFA
714
Transamerica Financial Advisors
Florida
$3K -$5.38K -61 -64%
CIM
715
Contravisory Investment Management
Massachusetts
$3K – – –
IDBONY
716
Israel Discount Bank of New York
New York
$3K +$3K +40 New
LS
717
Livforsakringsbolaget Skandia
Sweden
$2.54K -$2.36K -34,849 -48%
ACS
718
Archford Capital Strategies
Illinois
$2K – – –
VIA
719
Vantage Investment Advisors
Pennsylvania
$2K – – –
FIB
720
First Interstate Bank
Montana
$2K – – –
AWM
721
Avior Wealth Management
Nebraska
$2K +$2K +32 New
KT
722
Kanaly Trust
Texas
$1K – – –
FNBT
723
FineMark National Bank & Trust
Florida
$1K – – –
AAP
724
Arax Advisory Partners
Colorado
$1K +$1K +19 New
BFM
725
Boothbay Fund Management
New York
$340 +$340 +5,032 New
27 28
29
30 31