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Marsh & McLennan
MMC

Overview Fund Activity

737 hedge funds and large institutions have $34B invested in Marsh & McLennan in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+19
Holders Change %
+2.65%
% of All Funds
18.4%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
47
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M

Top Buyers

1
BlackRock
BlackRock
New York
$3.19B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$273M
3
UIM
USS Investment Management
United Kingdom
$155M
4
UBS AM
UBS AM
Illinois
$504M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.84B
2
American Century Companies
American Century Companies
Missouri
$142M
3
CGT
Capital Guardian Trust
California
$55M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$834M
5
EIP
Epoch Investment Partners
New York
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
476
Noesis Capital Mangement
Florida
$517K – – –
PTC
477
Private Trust Company
Ohio
$515K +$515K +6,615 New
DSC
478
Duncker Streett & Co
Missouri
$514K – – –
LOAME
479
Lombard Odier Asset Management (Europe)
United Kingdom
$514K – – –
SCA
480
Snowden Capital Advisors
New York
$511K +$70.7K +907 +16%
TRIM
481
Thompson Rubinstein Investment Management
Oregon
$510K – – –
RCAMU
482
Rothschild & Co Asset Management US
Connecticut
$508K -$3.35K -43 -0.7%
LJAC
483
L.J. Altfest & Co
New York
$504K +$4.37K +56 +0.9%
CB
484
Commerce Bank
Missouri
$503K +$41.1K +527 +9%
WA
485
Waverly Advisors
Alabama
$486K -$16.4K -211 -3%
MLIC
486
Mandatum Life Insurance Company
Finland
$477K – – –
NRS
487
Neville Rodie & Shaw
New York
$468K – – –
ST
488
Smithfield Trust
Pennsylvania
$468K – – –
RIM
489
Rampart Investment Management
Connecticut
$468K +$357K +4,583 +321%
CCG
490
Cypress Capital Group
Florida
$468K +$468K +6,000 New
WPA
491
West Paces Advisors
Georgia
$465K +$302K +3,872 +185%
QI
492
QS Investors
New York
$457K -$48.3K -619 -10%
LTFS
493
Ladenburg Thalmann Financial Services
Florida
$451K +$62.5K +801 +16%
CIC
494
Carnegie Investment Counsel
Ohio
$448K +$448K +5,692 New
WAM
495
Wealthspire Advisors (Maryland)
Maryland
$447K +$50.4K +647 +13%
WA
496
WESPAC Advisors
California
$445K +$109K +1,399 +32%
SCM
497
SOL Capital Management
Maryland
$437K -$27.3K -350 -6%
IA
498
IFP Advisors
Florida
$435K +$1.4K +18 +0.3%
MCA
499
Mercer Capital Advisers
New Jersey
$432K – – –
BC
500
Bartlett & Co
Ohio
$430K -$38.1K -489 -8%
18 19
20
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