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Marsh & McLennan
MMC

Overview Fund Activity

737 hedge funds and large institutions have $34B invested in Marsh & McLennan in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+19
Holders Change %
+2.65%
% of All Funds
18.4%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
47
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.19B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$273M
3
UIM
3
USS Investment Management
United Kingdom
$155M
4
UBS AM
4
UBS AM
Illinois
$504M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.84B
2
American Century Companies
2
American Century Companies
Missouri
$142M
3
CGT
3
Capital Guardian Trust
California
$55M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$834M
5
EIP
5
Epoch Investment Partners
New York
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
501
HL Financial Services
Kentucky
$430K -$2.81K -36 -0.6%
CAAS
502
Capital Asset Advisory Services
Michigan
$430K +$430K +5,537 New
MBTD
503
Mechanics Bank - Trust Department
California
$429K – – –
TCOT
504
Trust Company of Toledo
Ohio
$429K +$429K +5,500 New
DLA
505
Douglas Lane & Associates
New York
$427K +$9.43K +121 +2%
BPM
506
Bowling Portfolio Management
Ohio
$418K -$390 -5 -0.1%
NFP
507
Narus Financial Partners
Utah
$417K – – –
HCMT
508
Highland Capital Management (Tennessee)
Tennessee
$415K -$320K -4,110 -44%
BFM
509
Boothbay Fund Management
New York
$410K +$19K +243 +5%
ZCA
510
Zeke Capital Advisors
Pennsylvania
$407K +$181K +2,325 +80%
PFS
511
Prospera Financial Services
Texas
$407K +$407K +5,238 New
ROTUOC
512
Regents of the University of California
California
$405K – – –
ACP
513
Ashfield Capital Partners
California
$405K – – –
AAM
514
Aureus Asset Management
Massachusetts
$400K – – –
IIC
515
Ironwood Investment Counsel
Arizona
$394K – – –
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$393K +$1.48K +19 +0.4%
FIM
517
Foresters Investment Management
New York
$389K +$389K +4,994 New
RWA
518
RGT Wealth Advisors
Texas
$387K +$387K +4,958 New
RJT
519
Raymond James Trust
Florida
$385K -$1.09K -14 -0.3%
FWM
520
Frontier Wealth Management
Missouri
$380K – – –
SOADOR
521
State of Alaska Department of Revenue
Alaska
$376K +$28K +360 +8%
PA
522
Parallel Advisors
California
$376K +$28.3K +363 +8%
DWM
523
Doyle Wealth Management
Florida
$374K -$3.43K -44 -0.9%
GXMC
524
Global X Management Company
New York
$372K +$43.6K +560 +13%
HB
525
Homrich & Berg
Georgia
$371K -$7.33K -94 -2%
19 20
21
22 23