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Marsh & McLennan
MMC

Overview Fund Activity

814 hedge funds and large institutions have $35.9B invested in Marsh & McLennan in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 244 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+7
Holders Change %
+0.87%
% of All Funds
18.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
86
Increased
244
Reduced
323
Closed
70
Calls
$41.1M
Puts
$37.2M
Net Calls
+$3.89M
Net Calls Change
+$10.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$303M
2
Capital World Investors
Capital World Investors
California
+$302M
3
American Century Companies
American Century Companies
Missouri
+$142M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$107M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$308M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$162M
3
AAMU
Amundi Asset Management US
Massachusetts
-$136M
4
Ameriprise
Ameriprise
Minnesota
-$136M
5
State Street
State Street
Massachusetts
-$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
501
Noesis Capital Mangement
Florida
$547K – – –
HCMT
502
Highland Capital Management (Tennessee)
Tennessee
$546K +$80.9K +979 +17%
DSC
503
Duncker Streett & Co
Missouri
$545K – – –
TRIM
504
Thompson Rubinstein Investment Management
Oregon
$534K -$6.61K -80 -1%
CAM
505
Claret Asset Management
Quebec, Canada
$520K – – –
Squarepoint
506
Squarepoint
New York
$519K -$6.16M -74,615 -92%
FNT
507
First National Trust
Pennsylvania
$517K -$49.9K -604 -9%
SI
508
Stephens Inc
Arkansas
$514K -$16.7K -202 -3%
WEC
509
Winslow Evans & Crocker
Massachusetts
$511K -$28.9K -350 -5%
ST
510
Smithfield Trust
Pennsylvania
$510K +$3.71K +45 +0.7%
SPC
511
Stewart & Patten Company
California
$504K -$174K -2,100 -26%
HB
512
Homrich & Berg
Georgia
$503K +$49.5K +600 +11%
RJT
513
Raymond James Trust
Florida
$500K -$7.09K -86 -1%
NRS
514
Neville Rodie & Shaw
New York
$496K – – –
DCP
515
DSM Capital Partners
Florida
$496K +$496K +6,000 New
AWM
516
Aries Wealth Management
Maine
$493K – – –
DIM
517
DC Investments Management
Virginia
$488K – – –
AWM
518
Altium Wealth Management
New York
$486K +$85.6K +1,035 +21%
QI
519
QS Investors
New York
$484K – – –
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$477K +$5.95K +72 +1%
GXMC
521
Global X Management Company
New York
$477K +$17.8K +216 +4%
MME
522
Meag Munich Ergo
Germany
$473K +$473K +5,800 New
HFS
523
HL Financial Services
Kentucky
$472K -$1.49K -18 -0.3%
JA
524
JLB & Associates
Michigan
$472K +$472K +5,720 New
BCWM
525
Bartlett & Co Wealth Management
Ohio
$466K +$466K +5,647 New
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