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Marsh & McLennan
MMC

Overview Fund Activity

834 hedge funds and large institutions have $41.3B invested in Marsh & McLennan in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
83
Increased
285
Reduced
297
Closed
66
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1B
2
BlackRock
BlackRock
New York
$4.07B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$703M
4
Citadel Advisors
Citadel Advisors
Florida
$201M
5
Goldman Sachs
Goldman Sachs
New York
$273M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.22B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.78B
3
AAMU
Amundi Asset Management US
Massachusetts
$503M
4
O
OppenheimerFunds
New York
$74.8M
5
Morgan Stanley
Morgan Stanley
New York
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
451
Summit Global Investments
Utah
$941K +$23.3K +248 +3%
HIC
452
Hartline Investment Corp
Illinois
$939K -$1.03M -11,004 -52%
WIC
453
Wilkins Investment Counsel
Massachusetts
$939K – – –
CI
454
Conning Inc
Connecticut
$928K -$2.82K -30 -0.3%
GCA
455
Genesee Capital Advisors
New York
$921K +$921K +9,809 New
WA1
456
Wimmer Associates 1
California
$920K +$94 +1 +0%
UCFA
457
United Capital Financial Advisors
Texas
$905K +$51.7K +551 +6%
ACM
458
Allred Capital Management
Texas
$904K -$15.5K -164 -2%
FWCM
459
Ferguson Wellman Capital Management
Oregon
$890K – – –
RIM
460
Redpoint Investment Management
Australia
$888K – – –
EWM
461
Evercore Wealth Management
New York
$884K +$77.1K +821 +10%
WPA
462
West Paces Advisors
Georgia
$871K +$376 +4 +0%
ZCA
463
Zeke Capital Advisors
Pennsylvania
$865K – – –
PA
464
Profund Advisors
Maryland
$865K +$59.6K +635 +7%
IRF
465
IBM Retirement Fund
New York
$864K +$13.8K +147 +2%
AIP
466
Ameritas Investment Partners
Nebraska
$852K +$15K +160 +2%
WI
467
Wintrust Investments
Illinois
$851K -$21.7K -231 -2%
BFM
468
Boston Financial Management
Massachusetts
$846K -$24.1K -257 -3%
FHB
469
First Hawaiian Bank
Hawaii
$842K -$16.5K -176 -2%
VFA
470
Voya Financial Advisors
Connecticut
$841K +$14.5K +156 +2%
CI
471
CX Institutional
Indiana
$834K +$11K +117 +1%
AWA
472
Arete Wealth Advisors
Illinois
$828K +$444K +4,725 +115%
CB
473
Commerce Bank
Missouri
$824K +$16.9K +180 +2%
HCM
474
Howland Capital Management
Massachusetts
$824K +$36.3K +386 +5%
APA
475
American Portfolios Advisors
New York
$819K +$346K +3,682 +73%
17 18
19
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