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Marsh & McLennan

793 hedge funds and large institutions have $35.8B invested in Marsh & McLennan in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
-21
Holders Change %
-2.58%
% of All Funds
18.18%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
50
Increased
297
Reduced
262
Closed
66
Calls
$38.5M
Puts
$36.3M
Net Calls
+$2.25M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Shares
Change %
TSW
451
Thompson Siegel & Walmsley
Virginia
$661K
CB
452
Commerce Bank
Missouri
$660K +$85.1K +1,037 +15%
Financial Engines Advisors
453
Financial Engines Advisors
California
$649K -$34.7K -423 -5%
EWM
454
Elmwood Wealth Management
California
$639K -$12.3K -150 -2%
HPC
455
HM Payson & Co
Maine
$637K +$25.1K +306 +4%
WPA
456
West Paces Advisors
Georgia
$636K +$10.8K +132 +2%
TH
457
TCTC Holdings
Texas
$634K
AI
458
Atria Investments
North Carolina
$627K +$168K +2,048 +37%
CAG
459
Crestwood Advisors Group
Massachusetts
$626K -$232K -2,810 -27%
KFA
460
Kabarec Financial Advisors
Illinois
$619K +$204K +2,484 +49%
GXMC
461
Global X Management Company
New York
$604K +$130K +1,589 +27%
Luther King Capital Management (LKCM)
462
Luther King Capital Management (LKCM)
Texas
$601K -$41K -500 -6%
SI
463
Stephens Inc
Arkansas
$597K +$86.9K +1,059 +17%
B
464
Barings
North Carolina
$594K -$558K -6,800 -48%
CC
465
Chicago Capital
Illinois
$590K
VIA
466
Vident Investment Advisory
Georgia
$585K +$4.92K +60 +0.8%
PTC
467
Private Trust Company
Ohio
$579K -$15.5K -189 -3%
FCH
468
Freestone Capital Holdings
Washington
$579K +$579K +7,068 New
DSI
469
Daiwa SB Investments
Japan
$576K +$10.7K +130 +2%
EWM
470
Evercore Wealth Management
New York
$574K -$168K -2,044 -23%
CCG
471
Cypress Capital Group
Florida
$574K -$82K -1,000 -13%
OCG
472
Opus Capital Group
Ohio
$572K +$139K +1,700 +32%
CPA
473
Capital Planning Advisors
California
$572K +$572K +6,976 New
RJT
474
Raymond James Trust
Florida
$567K +$70.4K +860 +14%
BRWA
475
B. Riley Wealth Advisors
Florida
$562K -$250K -3,045 -31%