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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 %
HAG
451
HighPoint Advisor Group
Illinois
$827K +$30.8K +372 +4%
WIC
452
Wilkins Investment Counsel
Massachusetts
$826K – – –
SCA
453
Snowden Capital Advisors
New York
$823K +$119K +1,443 +17%
HSA
454
HBK Sorce Advisory
Pennsylvania
$822K +$41.9K +507 +5%
BRWA
455
B. Riley Wealth Advisors
Florida
$818K +$163K +1,967 +25%
UCFA
456
United Capital Financial Advisors
Texas
$770K -$65K -787 -8%
EWM
457
Evercore Wealth Management
New York
$747K – – –
SCM
458
Sterling Capital Management
North Carolina
$746K +$826 +10 +0.1%
QPWM
459
Quadrant Private Wealth Management
Pennsylvania
$735K +$735K +8,896 New
ACA
460
Atlas Capital Advisors
Wyoming
$727K +$727K +8,807 New
Federated Hermes
461
Federated Hermes
Pennsylvania
$727K -$66.1K -800 -8%
CT
462
CPF Texas
Texas
$723K – – –
HCM
463
Howland Capital Management
Massachusetts
$721K +$19.2K +232 +3%
NA
464
Neuburgh Advisers
California
$719K -$29.1K -352 -4%
TRCT
465
Tower Research Capital (TRC)
New York
$719K +$57.9K +701 +9%
VFA
466
Voya Financial Advisors
Connecticut
$718K -$5.65K -69 -0.8%
KI
467
Koch Industries
Kansas
$714K +$280K +3,398 +65%
FTIOP
468
Fiduciary Trust International of Pennsylvania
Pennsylvania
$712K -$35.1K -425 -5%
NC
469
Nicholas Company
Wisconsin
$710K – – –
CIA
470
Choate Investment Advisors
Massachusetts
$706K -$10.7K -130 -1%
SCM
471
Shelton Capital Management
Colorado
$696K – – –
Financial Engines Advisors
472
Financial Engines Advisors
California
$689K +$689K +8,343 New
DLA
473
Douglas Lane & Associates
New York
$676K +$52K +629 +8%
LTFS
474
Ladenburg Thalmann Financial Services
Florida
$670K +$13.9K +169 +2%
TSW
475
Thompson Siegel & Walmsley
Virginia
$666K – – –
17 18
19
20 21