MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

633 hedge funds and large institutions have $31.3B invested in Marsh & McLennan in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 207 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+26
Holders Change %
+4.28%
% of All Funds
16.92%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
69
Increased
235
Reduced
207
Closed
35
Calls
$26.5M
Puts
$33.7M
Net Calls
-$7.18M
Net Calls Change
+$722K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$682M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$265M
3
BA
BlackRock Advisors
Delaware
+$75.3M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$53.9M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$51.5M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$515M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$294M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$135M
4
Primecap Management
Primecap Management
California
-$132M
5
Invesco
Invesco
Georgia
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJHT
526
Laurie J. Hall Trustee
$222K -$13.5K -200 -6%
RB
527
Rodgers Brothers
Pennsylvania
$222K +$222K +3,250 New
WKWM
528
Walter & Keenan Wealth Management
Indiana
$219K +$219K +3,200 New
HHMI
529
Howard Hughes Medical Institute
Maryland
$216K +$62.7K +918 +41%
DWT
530
Dorsey & Whitney Trust
South Dakota
$216K +$216K +3,152 New
BSW
531
Buckingham Strategic Wealth
Missouri
$214K -$97.8K -1,425 -31%
PAS
532
Park Avenue Securities
New York
$214K +$214K +3,146 New
TSS
533
Two Sigma Securities
New York
$210K +$210K +3,065 New
AT
534
Argent Trust
Texas
$209K +$209K +3,058 New
CAI
535
Capital Advisors Inc
Oklahoma
$205K +$205K +3,000 New
VCM
536
Vigilant Capital Management
Maine
$205K – – –
DK
537
Darrell & King
Virginia
$205K +$205K +3,000 New
KFA
538
Kelleher Financial Advisors
New York
$204K -$68.1K -1,000 -25%
WIP
539
Wellesley Investment Partners
Massachusetts
$204K +$204K +2,980 New
GWS
540
Glassman Wealth Services
Virginia
$201K – – –
FAAS
541
First Allied Advisory Services
California
$201K +$201K +2,932 New
LWCFA
542
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$189K – – –
JWM
543
Jacobus Wealth Management
Wisconsin
$188K – – –
SWA
544
Sutton Wealth Advisors
Florida
$178K – – –
Group One Trading
545
Group One Trading
Illinois
$176K +$176K +2,566 New
AIM
546
Advantage Investment Management
Iowa
$175K – – –
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K -$5.88K -86 -3%
QCG
548
Quadrant Capital Group
Ohio
$168K -$5.05K -76 -3%
IWM
549
Integrated Wealth Management
California
$168K – – –
MSFP
550
Mark Sheptoff Financial Planning
Connecticut
$164K – – –
20 21
22
23 24