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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 %
CCA
526
Checchi Capital Advisers
California
$370K -$17.3K -222 -4%
CBU
527
CIBC Bank USA
Illinois
$368K -$695K -8,904 -65%
TCOV
528
Trust Company of Vermont
Vermont
$368K -$14.8K -190 -4%
Capstone Investment Advisors
529
Capstone Investment Advisors
New York
$366K +$366K +4,700 New
BRWA
530
B. Riley Wealth Advisors
Florida
$363K +$363K +4,641 New
BWAM
531
Boyd Watterson Asset Management
Ohio
$361K +$15.6K +200 +5%
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$357K -$9.82K -126 -3%
TBA
533
Tower Bridge Advisors
Pennsylvania
$351K – – –
CT
534
Cambridge Trust
Massachusetts
$350K – – –
BCM
535
Bayesian Capital Management
New York
$349K -$150K -1,924 -30%
Verition Fund Management
536
Verition Fund Management
Connecticut
$338K -$478K -6,123 -59%
TPWA
537
TRUE Private Wealth Advisors
Oregon
$338K +$5.15K +66 +2%
HCM
538
Hutchinson Capital Management
California
$335K – – –
GC
539
Gilbert & Cook
Iowa
$335K +$335K +4,295 New
WI
540
WBI Investments
New Jersey
$328K -$171K -2,200 -34%
GI
541
GAMCO Investors
Connecticut
$323K – – –
HS
542
HighVista Strategies
Massachusetts
$320K +$320K +4,100 New
NA
543
NewEdge Advisors
Louisiana
$319K +$319K +4,088 New
BAAM
544
Baker Avenue Asset Management
California
$318K -$4.37K -56 -1%
DI
545
Diligent Investors
California
$312K -$10.9K -140 -3%
AI
546
Atria Investments
North Carolina
$309K -$2.65K -34 -0.8%
SS
547
Simplicity Solutions
Minnesota
$308K +$41.3K +530 +15%
MGIA
548
Matthew Goff Investment Advisor
Texas
$307K – – –
RL
549
Ruffer LLP
United Kingdom
$304K -$230K -2,950 -43%
MYLI
550
Meiji Yasuda Life Insurance
Japan
$304K +$304K +3,900 New
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22
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