MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

607 hedge funds and large institutions have $26.8B invested in Marsh & McLennan in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+5
Holders Change %
+0.83%
% of All Funds
16.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
208
Reduced
222
Closed
50
Calls
$20.5M
Puts
$28.4M
Net Calls
-$7.9M
Net Calls Change
-$9.07M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.14B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$221M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$779M
4
Capital International Investors
4
Capital International Investors
California
$660M
5
Goldman Sachs
5
Goldman Sachs
New York
$132M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$966M
2
Invesco
2
Invesco
Georgia
$527M
3
Capital World Investors
3
Capital World Investors
California
$273M
4
Norges Bank
4
Norges Bank
Norway
$75.7M
5
O
5
OppenheimerFunds
New York
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
JMFC
501
J.M. Forbes & Co
Massachusetts
$218K +$218K +3,600 New
PAM
502
PartnerRe Asset Management
Connecticut
$216K – – –
VFA
503
Voya Financial Advisors
Connecticut
$215K +$215K +3,541 New
ACM
504
Aviance Capital Management
Florida
$212K +$212K +3,487 New
WSTAM
505
Wilbanks Smith & Thomas Asset Management
Virginia
$212K +$212K +3,489 New
S
506
SignatureFD
Georgia
$211K +$18.9K +310 +10%
TCOV
507
Trust Company of Vermont
Vermont
$209K – – –
BCM
508
Bayesian Capital Management
New York
$209K +$209K +3,442 New
MAM
509
Mizuho Asset Management
Japan
$207K -$166K -2,963 -45%
WB
510
WesBanco Bank
West Virginia
$207K +$207K +3,397 New
SI
511
Scout Investments
Missouri
$206K +$206K +3,390 New
BOTW
512
Bank of the West
California
$204K -$16K -263 -7%
PAIA
513
Park Avenue Institutional Advisers
New York
$200K -$5.66K -93 -3%
VCM
514
Vigilant Capital Management
Maine
$182K -$51.8K -851 -22%
GWS
515
Glassman Wealth Services
Virginia
$179K – – –
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K – – –
JWM
517
Jacobus Wealth Management
Wisconsin
$167K – – –
SWA
518
Sutton Wealth Advisors
Florida
$158K +$158K +2,598 New
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K +$14.9K +244 +10%
AIM
520
Advantage Investment Management
Iowa
$155K +$60.2K +992 +64%
QCG
521
Quadrant Capital Group
Ohio
$153K -$177K -3,011 -54%
IWM
522
Integrated Wealth Management
California
$150K -$42.8K -702 -22%
SC
523
SRB Corp
Massachusetts
$147K -$11.4K -187 -7%
MSFP
524
Mark Sheptoff Financial Planning
Connecticut
$146K – – –
HHMI
525
Howard Hughes Medical Institute
Maryland
$136K +$136K +2,242 New
19 20
21
22 23