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Marsh & McLennan
MMC

Overview Fund Activity

807 hedge funds and large institutions have $35.4B invested in Marsh & McLennan in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 261 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+90
Holders Change %
+12.55%
% of All Funds
18.33%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.14%
New
133
Increased
261
Reduced
269
Closed
40
Calls
$22.8M
Puts
$29.4M
Net Calls
-$6.63M
Net Calls Change
+$7.92M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$385M
2
Norges Bank
Norges Bank
Norway
+$85.8M
3
State Street
State Street
Massachusetts
+$63M
4
Deutsche Bank
Deutsche Bank
Germany
+$61.9M
5
O
OppenheimerFunds
New York
+$49M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$354M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$192M
3
Bank of America
Bank of America
North Carolina
-$126M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$118M
5
BlackRock
BlackRock
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
501
First National Trust
Pennsylvania
$559K +$733 +9 +0.1%
WA
502
Waverly Advisors
Alabama
$555K +$47.5K +583 +9%
VF
503
Virtu Financial
New York
$555K +$555K +6,816 New
PTC
504
Private Trust Company
Ohio
$545K +$7.89K +97 +1%
NCM
505
Noesis Capital Mangement
Florida
$540K – – –
DSC
506
Duncker Streett & Co
Missouri
$537K – – –
TRIM
507
Thompson Rubinstein Investment Management
Oregon
$533K – – –
WEC
508
Winslow Evans & Crocker
Massachusetts
$532K -$175K -2,150 -25%
SI
509
Stephens Inc
Arkansas
$523K +$137K +1,676 +35%
MA
510
MANA Advisors
New York
$514K +$514K +6,320 New
CAM
511
Claret Asset Management
Quebec, Canada
$512K +$512K +6,293 New
VIA
512
Vident Investment Advisory
Georgia
$503K +$92.6K +1,137 +23%
RJT
513
Raymond James Trust
Florida
$501K +$96.2K +1,181 +24%
FPS
514
Fieldpoint Private Securities
Connecticut
$499K -$169K -2,080 -25%
ST
515
Smithfield Trust
Pennsylvania
$499K +$4.47K +55 +0.9%
AWM
516
Aries Wealth Management
Maine
$495K +$495K +6,028 New
S
517
SimplyRich
California
$491K +$491K +6,027 New
NRS
518
Neville Rodie & Shaw
New York
$488K – – –
DIM
519
DC Investments Management
Virginia
$481K +$481K +5,912 New
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$479K -$2.2K -27 -0.5%
QI
521
QS Investors
New York
$477K – – –
FIM
522
Foresters Investment Management
New York
$475K +$36.4K +447 +8%
CIC
523
Carnegie Investment Counsel
Ohio
$474K +$6.81K +83 +1%
LOAME
524
Lombard Odier Asset Management (Europe)
United Kingdom
$469K -$67.2K -826 -13%
HFS
525
HL Financial Services
Kentucky
$466K +$1.46K +18 +0.3%
19 20
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