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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 %
KWA
476
KCS Wealth Advisory
California
$818K +$83.5K +890 +11%
AI
477
Atria Investments
North Carolina
$808K +$96.4K +1,026 +14%
NRS
478
Neville Rodie & Shaw
New York
$801K – – –
CC
479
ClearArc Capital
Ohio
$796K -$15.8K -168 -2%
CWM
480
Confluence Wealth Management
Oregon
$784K -$171K -1,825 -18%
TSW
481
Thompson Siegel & Walmsley
Virginia
$757K – – –
CSS
482
Cubist Systematic Strategies
Connecticut
$746K -$7.37M -78,510 -91%
DSI
483
Daiwa SB Investments
Japan
$739K -$148K -1,580 -17%
EMG
484
ETF Managers Group
New Jersey
$734K -$1.01M -10,751 -58%
Verition Fund Management
485
Verition Fund Management
Connecticut
$732K +$487K +5,188 +199%
BAM
486
Belpointe Asset Management
Nevada
$727K -$115K -1,227 -14%
TH
487
TCTC Holdings
Texas
$727K – – –
SCM
488
Sterling Capital Management
North Carolina
$724K -$145K -1,548 -17%
LOAMS
489
Lombard Odier Asset Management (Switzerland)
Switzerland
$724K – – –
CIA
490
Choate Investment Advisors
Massachusetts
$722K – – –
CAG
491
Crestwood Advisors Group
Massachusetts
$717K +$31.2K +332 +5%
AT
492
Arden Trust
Delaware
$710K -$220K -2,345 -24%
NC
493
Northcape Capital
Australia
$707K +$166K +1,764 +31%
CWM
494
Calamos Wealth Management
Illinois
$696K -$37.1K -395 -5%
LNWWM
495
Laird Norton Wetherby Wealth Management
California
$694K +$68.1K +725 +11%
FBT
496
First Bankers Trust
Kentucky
$694K +$694K +7,389 New
AWM
497
Altium Wealth Management
New York
$692K -$29.6K -315 -4%
WG
498
Winton Group
United Kingdom
$685K -$183K -1,945 -21%
EWM
499
Elmwood Wealth Management
California
$680K -$31.9K -340 -4%
CC
500
Chicago Capital
Illinois
$676K – – –
18 19
20
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