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Marsh & McLennan
MMC

Overview Fund Activity

814 hedge funds and large institutions have $35.9B invested in Marsh & McLennan in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 244 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+7
Holders Change %
+0.87%
% of All Funds
18.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
86
Increased
244
Reduced
323
Closed
70
Calls
$41.1M
Puts
$37.2M
Net Calls
+$3.89M
Net Calls Change
+$10.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$303M
2
Capital World Investors
Capital World Investors
California
+$302M
3
American Century Companies
American Century Companies
Missouri
+$142M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$107M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$308M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$162M
3
AAMU
Amundi Asset Management US
Massachusetts
-$136M
4
Ameriprise
Ameriprise
Minnesota
-$136M
5
State Street
State Street
Massachusetts
-$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
426
Jackson Wealth Management
Florida
$1.03M -$278K -3,395 -21%
SWP
427
Stratos Wealth Partners
Ohio
$1.03M +$3.39K +41 +0.3%
CI
428
Conning Inc
Connecticut
$1.01M – – –
GHCM
429
Glen Harbor Capital Management
California
$988K -$40K -484 -4%
CA
430
Calton & Associates
Florida
$978K +$802K +9,707 +456%
KRSITF
431
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$960K -$160K -1,932 -14%
AP
432
Advisor Partners
California
$960K -$3.3K -40 -0.3%
WT
433
Whittier Trust
California
$956K +$7.35K +89 +0.8%
OC
434
Oppenheimer & Co
New York
$931K -$353K -4,272 -27%
HIM
435
Hermes Investment Management
United Kingdom
$930K -$124K -1,500 -12%
NG
436
NatWest Group
United Kingdom
$929K – – –
FPS
437
Fieldpoint Private Securities
Connecticut
$913K +$407K +4,930 +80%
IUHSA
438
Itau Unibanco Holding S.A.
Brazil
$908K +$695K +8,422 +327%
TC
439
Toews Corporation
New Jersey
$908K +$908K +11,000 New
AT
440
Arden Trust
Delaware
$906K -$29.6K -358 -3%
ZCA
441
Zeke Capital Advisors
Pennsylvania
$886K +$129K +1,566 +17%
ZCM
442
Zebra Capital Management
Connecticut
$884K +$884K +10,706 New
AIP
443
Ameritas Investment Partners
Nebraska
$872K -$47.9K -580 -5%
WA1
444
Wimmer Associates 1
California
$870K +$83 +1 +0%
CWM
445
Confluence Wealth Management
Oregon
$863K – – –
CAG
446
Crestwood Advisors Group
Massachusetts
$859K +$859K +10,406 New
LP
447
LMR Partners
United Kingdom
$849K – – –
PSUF
448
People's United Financial
Connecticut
$846K -$2.48K -30 -0.3%
SGCA
449
Steel Grove Capital Advisors
Tennessee
$841K -$98.4K -1,191 -10%
GCP
450
GSA Capital Partners
United Kingdom
$836K -$760K -9,197 -48%
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