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Marsh & McLennan
MMC

Overview Fund Activity

737 hedge funds and large institutions have $34B invested in Marsh & McLennan in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+19
Holders Change %
+2.65%
% of All Funds
18.4%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
47
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M

Top Buyers

1
BlackRock
BlackRock
New York
$3.19B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$273M
3
UIM
USS Investment Management
United Kingdom
$155M
4
UBS AM
UBS AM
Illinois
$504M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.84B
2
American Century Companies
American Century Companies
Missouri
$142M
3
CGT
Capital Guardian Trust
California
$55M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$834M
5
EIP
Epoch Investment Partners
New York
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
426
Arden Trust
Delaware
$901K -$17.5K -225 -2%
Federated Hermes
427
Federated Hermes
Pennsylvania
$883K -$71.2K -914 -7%
NG
428
NatWest Group
United Kingdom
$877K – – –
AP
429
Advisor Partners
California
$875K +$305K +3,907 +53%
FTIOP
430
Fiduciary Trust International of Pennsylvania
Pennsylvania
$863K +$7.25K +93 +0.8%
CWM
431
Confluence Wealth Management
Oregon
$863K +$8.18K +105 +1%
ARTA
432
A.R.T. Advisors
New York
$849K +$849K +10,900 New
Pacer Advisors
433
Pacer Advisors
Pennsylvania
$846K -$11.3K -145 -1%
WA1
434
Wimmer Associates 1
California
$839K +$78 +1 +0%
PSUF
435
People's United Financial
Connecticut
$801K – – –
RWP
436
RWA Wealth Partners
Massachusetts
$793K – – –
PI
437
Putnam Investments
Massachusetts
$783K -$9.98M -127,946 -93%
WIC
438
Wilkins Investment Counsel
Massachusetts
$780K – – –
Jane Street
439
Jane Street
New York
$771K -$360K -4,615 -32%
HIM
440
Hermes Investment Management
United Kingdom
$769K +$769K +9,865 New
HAG
441
HighPoint Advisor Group
Illinois
$764K – – –
GCA
442
Gideon Capital Advisors
New York
$757K -$12.2K -157 -2%
HCM
443
Howland Capital Management
Massachusetts
$715K – – –
WT
444
Whittier Trust
California
$705K – – –
CAM
445
Cypress Asset Management
Texas
$702K – – –
SCM
446
Shelton Capital Management
Colorado
$696K -$7.8K -100 -1%
EWM
447
Evercore Wealth Management
New York
$695K – – –
LNC
448
Lincoln National Corp
Pennsylvania
$679K +$249K +3,190 +58%
WEC
449
Winslow Evans & Crocker
Massachusetts
$677K -$78 -1 -0%
GLA
450
Great Lakes Advisors
Illinois
$676K +$16.9K +217 +3%
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