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Marsh & McLennan

824 hedge funds and large institutions have $34.4B invested in Marsh & McLennan in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+28
Holders Change %
+3.52%
% of All Funds
18.39%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
107
Increased
259
Reduced
300
Closed
72
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
476
Paloma Partners
Connecticut
$677K +$151K +1,891 +29%
SAM
477
Symphony Asset Management
California
$672K +$125K +1,566 +23%
HCM
478
Howland Capital Management
Massachusetts
$669K -$32.8K -411 -5%
TFA
479
Transamerica Financial Advisors
Florida
$649K -$124K -1,552 -16%
TSW
480
Thompson Siegel & Walmsley
Virginia
$643K
Financial Engines Advisors
481
Financial Engines Advisors
California
$631K +$631K +7,910 New
KWA
482
KCS Wealth Advisory
California
$624K +$63.6K +798 +11%
CWM
483
Calamos Wealth Management
Illinois
$623K -$4.13M -51,756 -87%
TH
484
TCTC Holdings
Texas
$617K
LOAMS
485
Lombard Odier Asset Management (Switzerland)
Switzerland
$615K +$615K +7,711 New
CIA
486
Choate Investment Advisors
Massachusetts
$614K -$3.99K -50 -0.6%
AWM
487
Altium Wealth Management
New York
$613K -$25K -314 -4%
SCM
488
Shelton Capital Management
Colorado
$608K -$23.9K -300 -4%
EWM
489
Elmwood Wealth Management
California
$605K -$40.5K -508 -6%
AI
490
Atria Investments
North Carolina
$604K -$82.3K -1,032 -12%
DLA
491
Douglas Lane & Associates
New York
$587K -$65.4K -820 -10%
TRCT
492
Tower Research Capital (TRC)
New York
$585K +$117K +1,466 +25%
CAG
493
Crestwood Advisors Group
Massachusetts
$583K -$23.6K -296 -4%
CC
494
Chicago Capital
Illinois
$574K
PTC
495
Private Trust Company
Ohio
$551K -$11.2K -141 -2%
Teacher Retirement System of Texas
496
Teacher Retirement System of Texas
Texas
$550K -$4.78M -59,984 -90%
NC
497
Nicholas Company
Wisconsin
$534K -$112K -1,400 -17%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$532K -$21.4K -268 -4%
IC
499
Inscription Capital
Texas
$529K +$529K +6,634 New
DSC
500
Duncker Streett & Co
Missouri
$526K