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Marsh & McLennan

718 hedge funds and large institutions have $32.5B invested in Marsh & McLennan in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 244 increasing their positions, 281 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
17.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
64
Increased
244
Reduced
281
Closed
63
Calls
$46.9M
Puts
$35M
Net Calls
+$11.9M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
501
Mercer Capital Advisers
New Jersey
$410K
LNC
502
Lincoln National Corp
Pennsylvania
$408K +$85.6K +1,159 +27%
MBTD
503
Mechanics Bank - Trust Department
California
$406K
BPM
504
Bowling Portfolio Management
Ohio
$396K -$6M -81,301 -94%
DLA
505
Douglas Lane & Associates
New York
$396K -$11.1K -150 -3%
NFP
506
Narus Financial Partners
Utah
$395K
ROTUOC
507
Regents of the University of California
California
$384K
ACP
508
Ashfield Capital Partners
California
$384K
AAM
509
Aureus Asset Management
Massachusetts
$378K +$378K +5,130 New
WAM
510
Wealthspire Advisors (Maryland)
Maryland
$376K +$40.3K +546 +12%
IIC
511
Ironwood Investment Counsel
Arizona
$373K
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$371K +$7.84K +106 +2%
BFM
513
Boothbay Fund Management
New York
$370K -$1.48K -20 -0.4%
MPI
514
Mairs & Power Inc
Minnesota
$370K
LTFS
515
Ladenburg Thalmann Financial Services
Florida
$368K -$27.5K -373 -7%
CCA
516
Checchi Capital Advisers
California
$367K -$58K -785 -14%
RJT
517
Raymond James Trust
Florida
$366K +$2.36K +32 +0.7%
TCOV
518
Trust Company of Vermont
Vermont
$363K +$5.1K +69 +1%
JIP
519
Jaffetilchin Investment Partners
Florida
$363K +$8.56K +116 +2%
CPA
520
Capital Planning Advisors
California
$361K
FWM
521
Frontier Wealth Management
Missouri
$360K
HB
522
Homrich & Berg
Georgia
$359K -$5.99K -81 -2%
DWM
523
Doyle Wealth Management
Florida
$358K +$358K +4,844 New
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$348K -$7.39K -100 -2%
TBA
525
Tower Bridge Advisors
Pennsylvania
$333K