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Marsh & McLennan
MMC

Overview Fund Activity

796 hedge funds and large institutions have $36.4B invested in Marsh & McLennan in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 277 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
18.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
56
Increased
277
Reduced
298
Closed
47
Calls
$28.7M
Puts
$25.9M
Net Calls
+$2.77M
Net Calls Change
+$522K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.59B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$323M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$646M
4
Norges Bank
Norges Bank
Norway
$441M
5
Deutsche Bank
Deutsche Bank
Germany
$272M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.1B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.49B
4
Invesco
Invesco
Georgia
$250M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
376
Riverhead Capital Management
Delaware
$1.52M +$50K +605 +3%
Daiwa Securities Group
377
Daiwa Securities Group
Japan
$1.52M +$82.7K +1,000 +6%
RFA
378
Reilly Financial Advisors
California
$1.51M +$8.27K +100 +0.6%
WF
379
Welch & Forbes
Massachusetts
$1.49M -$82.7K -1,000 -5%
CSIC
380
Clifford Swan Investment Counsel
California
$1.49M -$33.1K -400 -2%
PAM
381
Panagora Asset Management
Massachusetts
$1.47M -$2.73K -33 -0.2%
V
382
Veritable
Delaware
$1.46M +$13.8K +167 +1%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$1.39M -$23.9K -289 -2%
NA
384
Neuburgh Advisers
California
$1.39M +$139K +1,680 +11%
TU
385
TDAM USA
Ontario, Canada
$1.37M -$54.2K -655 -4%
RFC
386
Regions Financial Corp
Alabama
$1.36M -$331 -4 -0%
BCWM
387
Blue Chip Wealth Management
Florida
$1.35M -$57.6K -696 -4%
AMI
388
Amica Mutual Insurance
Rhode Island
$1.34M -$376K -4,550 -22%
VCM
389
Virtue Capital Management
Tennessee
$1.33M +$815K +9,855 +160%
RC
390
RegentAtlantic Capital
New Jersey
$1.31M +$248 +3 +0%
ECM
391
Everence Capital Management
Indiana
$1.27M – – –
CI
392
Cigna Investments
Connecticut
$1.25M -$118K -1,388 -9%
ATC
393
Argent Trust Co
Tennessee
$1.24M +$236K +2,901 +24%
APFBOT
394
Amica Pension Fund Board of Trustees
Rhode Island
$1.2M -$327K -3,950 -21%
Mariner
395
Mariner
Kansas
$1.19M +$509K +6,153 +75%
CPA
396
Capital Planning Advisors
California
$1.18M +$601K +7,263 +104%
DBIA
397
Dumont & Blake Investment Advisors
New Jersey
$1.17M +$66.9K +809 +6%
LNC
398
Lincoln National Corp
Pennsylvania
$1.17M +$745 +9 +0.1%
ANRIA
399
American National Registered Investment Advisor
Texas
$1.16M – – –
JHP
400
James Hambro & Partners
United Kingdom
$1.16M +$74.5K +900 +7%
14 15
16
17 18