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Marsh & McLennan
MMC

Overview Fund Activity

796 hedge funds and large institutions have $36.4B invested in Marsh & McLennan in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 277 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
18.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
56
Increased
277
Reduced
298
Closed
47
Calls
$28.7M
Puts
$25.9M
Net Calls
+$2.77M
Net Calls Change
+$522K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$559M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$275M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$162M
4
Norges Bank
Norges Bank
Norway
+$117M
5
Deutsche Bank
Deutsche Bank
Germany
+$102M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$349M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$267M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$159M
4
Invesco
Invesco
Georgia
-$140M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSI
476
Daiwa SB Investments
Japan
$634K +$52.9K +640 +9%
CAG
477
Crestwood Advisors Group
Massachusetts
$629K +$414 +5 +0.1%
Simplex Trading
478
Simplex Trading
Illinois
$608K +$356K +4,313 +142%
Luther King Capital Management (LKCM)
479
Luther King Capital Management (LKCM)
Texas
$599K -$7.28K -88 -1%
B
480
Barings
North Carolina
$599K – – –
CC
481
Chicago Capital
Illinois
$596K – – –
HPC
482
HM Payson & Co
Maine
$586K -$56.3K -680 -9%
PTC
483
Private Trust Company
Ohio
$583K -$1.65K -20 -0.3%
KWA
484
KCS Wealth Advisory
California
$581K +$111K +1,341 +24%
CCG
485
Cypress Capital Group
Florida
$579K – – –
EWM
486
Evercore Wealth Management
New York
$579K – – –
RJT
487
Raymond James Trust
Florida
$575K +$1.9K +23 +0.3%
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$574K +$80.1K +968 +16%
SAM
489
Symphony Asset Management
California
$567K -$1.66M -20,051 -75%
BRWA
490
B. Riley Wealth Advisors
Florida
$566K -$912 -11 -0.2%
Mackenzie Financial
491
Mackenzie Financial
Ontario, Canada
$553K +$123K +1,487 +29%
DSC
492
Duncker Streett & Co
Missouri
$546K – – –
PP
493
Paloma Partners
Connecticut
$545K +$256K +3,098 +89%
Millennium Management
494
Millennium Management
New York
$537K -$29.4M -354,652 -98%
OCG
495
Opus Capital Group
Ohio
$530K -$47.2K -570 -8%
PI
496
Putnam Investments
Massachusetts
$528K -$14.7K -178 -3%
MPAM
497
Murphy Pohlad Asset Management
Minnesota
$515K -$19K -230 -4%
WEC
498
Winslow Evans & Crocker
Massachusetts
$514K – – –
ST
499
Smithfield Trust
Pennsylvania
$511K – – –
HB
500
Homrich & Berg
Georgia
$510K -$828 -10 -0.2%
18 19
20
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