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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 %
MCA
476
Mercer Capital Advisers
New Jersey
$465K – – –
NFP
477
Narus Financial Partners
Utah
$465K +$16.8K +200 +4%
PFS
478
Prospera Financial Services
Texas
$463K +$27.1K +326 +6%
BC
479
Bartlett & Co
Ohio
$462K – – –
SSA
480
Schonfeld Strategic Advisors
New York
$462K +$462K +5,514 New
MBTD
481
Mechanics Bank - Trust Department
California
$461K – – –
TCOT
482
Trust Company of Toledo
Ohio
$461K – – –
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$458K +$36K +430 +9%
SCM
484
SOL Capital Management
Maryland
$453K -$16.8K -200 -4%
HCMT
485
Highland Capital Management (Tennessee)
Tennessee
$453K +$6.62K +79 +1%
FIM
486
Foresters Investment Management
New York
$452K +$33.5K +400 +8%
ACP
487
Ashfield Capital Partners
California
$448K +$12.4K +148 +3%
LJAC
488
L.J. Altfest & Co
New York
$447K -$94.8K -1,131 -18%
AAM
489
Aureus Asset Management
Massachusetts
$443K +$12.9K +154 +3%
OCG
490
Opus Capital Group
Ohio
$442K +$129K +1,535 +41%
GXMC
491
Global X Management Company
New York
$439K +$38.9K +464 +10%
ROTUOC
492
Regents of the University of California
California
$436K – – –
BPM
493
Bowling Portfolio Management
Ohio
$432K -$16.8K -200 -4%
IIC
494
Ironwood Investment Counsel
Arizona
$424K – – –
VIA
495
Vident Investment Advisory
Georgia
$422K +$422K +5,042 New
RWA
496
RGT Wealth Advisors
Texas
$417K +$1.01K +12 +0.2%
RJT
497
Raymond James Trust
Florida
$416K +$2.26K +27 +0.5%
SGCA
498
Steel Grove Capital Advisors
Tennessee
$411K -$161K -1,920 -28%
CA
499
Commerzbank Aktiengesellschaft
Germany
$409K +$126K +1,506 +45%
CSS
500
Cubist Systematic Strategies
Connecticut
$405K -$768K -9,152 -65%
18 19
20
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