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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 %
IUHSA
451
Itau Unibanco Holding S.A.
Brazil
$601K -$1.45M -5,449 -71%
MPAM
452
Murphy Pohlad Asset Management
Minnesota
$592K – – –
NA
453
Neuburgh Advisers
California
$579K -$142K -1,696 -20%
FNT
454
First National Trust
Pennsylvania
$575K +$1.01K +12 +0.2%
CB
455
Commerce Bank
Missouri
$569K +$27.6K +329 +5%
HPC
456
HM Payson & Co
Maine
$567K -$41.9K -500 -7%
LTFS
457
Ladenburg Thalmann Financial Services
Florida
$564K +$79.2K +945 +16%
NCM
458
Noesis Capital Mangement
Florida
$556K – – –
PTC
459
Private Trust Company
Ohio
$553K -$921 -11 -0.2%
DSC
460
Duncker Streett & Co
Missouri
$553K – – –
LOAME
461
Lombard Odier Asset Management (Europe)
United Kingdom
$552K – – –
TRIM
462
Thompson Rubinstein Investment Management
Oregon
$548K – – –
MAM
463
Meeder Asset Management
Ohio
$538K +$527K +6,293 +4,955%
RIM
464
Rampart Investment Management
Connecticut
$533K +$29.5K +352 +6%
WA
465
Waverly Advisors
Alabama
$522K – – –
ST
466
Smithfield Trust
Pennsylvania
$510K +$6.71K +80 +1%
WA
467
WESPAC Advisors
California
$508K +$28.9K +345 +6%
NRS
468
Neville Rodie & Shaw
New York
$503K – – –
CCG
469
Cypress Capital Group
Florida
$503K – – –
WPA
470
West Paces Advisors
Georgia
$498K -$1.68K -20 -0.3%
WAM
471
Wealthspire Advisors (Maryland)
Maryland
$495K +$14.3K +171 +3%
QI
472
QS Investors
New York
$491K – – –
CIC
473
Carnegie Investment Counsel
Ohio
$480K – – –
HFS
474
HL Financial Services
Kentucky
$479K +$16.8K +200 +4%
CAAS
475
Capital Asset Advisory Services
Michigan
$468K +$4.19K +50 +0.9%
17 18
19
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