MMC icon

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 %
ZCA
426
Zeke Capital Advisors
Pennsylvania
$811K +$373K +4,452 +85%
GHCM
427
Glen Harbor Capital Management
California
$797K -$196K -2,332 -20%
DSI
428
Daiwa SB Investments
Japan
$788K +$62.9K +750 +9%
NC
429
Nicholas Company
Wisconsin
$779K -$193K -2,300 -20%
PI
430
Putnam Investments
Massachusetts
$774K -$67K -800 -8%
FTIOP
431
Fiduciary Trust International of Pennsylvania
Pennsylvania
$758K -$170K -2,025 -18%
EWM
432
Evercore Wealth Management
New York
$758K +$11.7K +139 +2%
GLA
433
Great Lakes Advisors
Illinois
$744K +$17K +203 +2%
HCM
434
Howland Capital Management
Massachusetts
$743K -$25.1K -300 -3%
WEC
435
Winslow Evans & Crocker
Massachusetts
$728K +$84 +1 +0%
CIA
436
Choate Investment Advisors
Massachusetts
$727K -$339K -4,040 -32%
VFA
437
Voya Financial Advisors
Connecticut
$712K +$3.35K +40 +0.5%
SCM
438
Shelton Capital Management
Colorado
$706K -$41.9K -500 -6%
LNC
439
Lincoln National Corp
Pennsylvania
$697K -$32.9K -393 -5%
FPS
440
Fieldpoint Private Securities
Connecticut
$688K +$688K +8,205 New
SPC
441
Stewart & Patten Company
California
$687K – – –
TSW
442
Thompson Siegel & Walmsley
Virginia
$676K – – –
CAM
443
Cypress Asset Management
Texas
$670K -$83.8K -1,000 -11%
TH
444
TCTC Holdings
Texas
$649K – – –
CWM
445
Calamos Wealth Management
Illinois
$645K +$645K +7,700 New
FWCM
446
Ferguson Wellman Capital Management
Oregon
$642K +$13.2K +158 +2%
DADC
447
D.A. Davidson & Co
Montana
$637K -$8.79K -105 -1%
Voloridge Investment Management
448
Voloridge Investment Management
Florida
$631K +$631K +7,528 New
SCA
449
Snowden Capital Advisors
New York
$612K +$61.8K +737 +11%
DLA
450
Douglas Lane & Associates
New York
$607K +$147K +1,759 +32%
16 17
18
19 20