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Marsh & McLennan
MMC

Overview Fund Activity

717 hedge funds and large institutions have $36.9B invested in Marsh & McLennan in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-20
Holders Change %
-2.71%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
61
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$583M
2
AAMU
Amundi Asset Management US
Massachusetts
+$206M
3
Bank of America
Bank of America
North Carolina
+$162M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$146M
5
Capital International Investors
Capital International Investors
California
+$102M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
3
Macquarie Group
Macquarie Group
Australia
-$115M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$109M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
401
GLG LLC
New York
$1.06M -$98.1K -1,171 -9%
NI
402
Numeric Investors
Massachusetts
$1.06M +$1.06M +12,600 New
SWP
403
Stratos Wealth Partners
Ohio
$1.05M +$1.05M +12,560 New
FT
404
Fiduciary Trust
Massachusetts
$1.05M – – –
PCM
405
Prelude Capital Management
New York
$1.05M +$1.03M +12,234 +5,251%
EP
406
Elkfork Partners
Oregon
$1.01M -$249K -2,968 -20%
Pacer Advisors
407
Pacer Advisors
Pennsylvania
$1M +$94.8K +1,131 +10%
HIM
408
Hermes Investment Management
United Kingdom
$1M +$175K +2,093 +21%
AIM
409
Assured Investment Management
New York
$997K +$997K +11,894 New
AT
410
Arden Trust
Delaware
$955K -$12.9K -154 -1%
NG
411
NatWest Group
United Kingdom
$943K – – –
AP
412
Advisor Partners
California
$933K -$7.21K -86 -0.8%
RCM
413
Riverhead Capital Management
Delaware
$932K -$238K -2,838 -20%
AIP
414
Ameritas Investment Partners
Nebraska
$914K – – –
Federated Hermes
415
Federated Hermes
Pennsylvania
$909K -$40.7K -485 -4%
CWM
416
Confluence Wealth Management
Oregon
$902K -$25.9K -309 -3%
WA1
417
Wimmer Associates 1
California
$902K +$84 +1 +0%
UCFA
418
United Capital Financial Advisors
Texas
$896K +$217K +2,589 +32%
WT
419
Whittier Trust
California
$893K +$134K +1,600 +18%
HI
420
Horizon Investments
North Carolina
$884K -$231K -3,149 -21%
Cambridge Investment Research Advisors
421
Cambridge Investment Research Advisors
Iowa
$864K +$305K +3,636 +54%
RWP
422
RWA Wealth Partners
Massachusetts
$855K +$2.52K +30 +0.3%
EP
423
Edgestream Partners
New Jersey
$840K -$359K -4,287 -30%
WIC
424
Wilkins Investment Counsel
Massachusetts
$838K – – –
HAG
425
HighPoint Advisor Group
Illinois
$822K +$5.19K +62 +0.6%
15 16
17
18 19