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Marsh & McLennan
MMC

Overview Fund Activity

717 hedge funds and large institutions have $36.9B invested in Marsh & McLennan in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-20
Holders Change %
-2.71%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
61
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$583M
2
AAMU
Amundi Asset Management US
Massachusetts
+$206M
3
Bank of America
Bank of America
North Carolina
+$162M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$146M
5
Capital International Investors
Capital International Investors
California
+$102M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
3
Macquarie Group
Macquarie Group
Australia
-$115M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$109M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
501
Picton Mahoney Asset Management
Ontario, Canada
$403K +$403K +4,800 New
DWM
502
Doyle Wealth Management
Florida
$402K – – –
HB
503
Homrich & Berg
Georgia
$399K – – –
CCA
504
Checchi Capital Advisers
California
$399K +$2.01K +24 +0.5%
SI
505
Stephens Inc
Arkansas
$398K +$72.8K +868 +22%
BRWA
506
B. Riley Wealth Advisors
Florida
$390K -$336 -4 -0.1%
BWAM
507
Boyd Watterson Asset Management
Ohio
$390K +$1.85K +22 +0.5%
PA
508
Parallel Advisors
California
$387K -$12.7K -153 -3%
TBA
509
Tower Bridge Advisors
Pennsylvania
$377K – – –
TCOV
510
Trust Company of Vermont
Vermont
$373K -$22.5K -269 -6%
AI
511
Atria Investments
North Carolina
$367K +$33.9K +404 +10%
DCP
512
DSM Capital Partners
Florida
$365K +$365K +4,350 New
TPWA
513
TRUE Private Wealth Advisors
Oregon
$362K -$921 -11 -0.3%
CBU
514
CIBC Bank USA
Illinois
$359K -$36.9K -439 -9%
SS
515
Simplicity Solutions
Minnesota
$352K +$21.2K +253 +6%
GI
516
GAMCO Investors
Connecticut
$347K – – –
NA
517
NewEdge Advisors
Louisiana
$346K +$5.17K +62 +2%
WCM
518
Wallace Capital Management
Texas
$345K +$37.7K +450 +12%
HCM
519
Hutchinson Capital Management
California
$343K -$16.8K -200 -5%
BAAM
520
Baker Avenue Asset Management
California
$342K – – –
CT
521
Cambridge Trust
Massachusetts
$339K -$37.3K -445 -10%
First Manhattan
522
First Manhattan
New York
$339K +$33.5K +400 +11%
RL
523
Ruffer LLP
United Kingdom
$327K – – –
MYLI
524
Meiji Yasuda Life Insurance
Japan
$327K – – –
BAM
525
Belpointe Asset Management
Nevada
$325K +$325K +3,877 New
19 20
21
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