MMC icon

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 %
MGIA
526
Matthew Goff Investment Advisor
Texas
$318K -$13K -155 -4%
SLF
527
Sun Life Financial
Ontario, Canada
$317K +$1.43K +17 +0.5%
DI
528
Diligent Investors
California
$314K -$20.9K -250 -6%
FPFS
529
First Personal Financial Services
North Carolina
$314K +$11.3K +135 +4%
FMLI
530
Fukoku Mutual Life Insurance
Japan
$313K – – –
NAMA
531
Nikko Asset Management Americas
New York
$310K +$310K +3,700 New
DHFB
532
Dixon Hubard Feinour & Brown
Virginia
$309K – – –
Dodge & Cox
533
Dodge & Cox
California
$307K – – –
HS
534
HighVista Strategies
Massachusetts
$302K -$41.9K -500 -12%
NPC
535
National Planning Corporation
California
$302K +$24.2K +289 +9%
JMFC
536
J.M. Forbes & Co
Massachusetts
$301K – – –
GT
537
Glenview Trust
Kentucky
$300K – – –
MA
538
MUFG Americas
New York
$296K -$16K -190 -5%
NSAM
539
North Star Asset Management
Wisconsin
$293K – – –
GC
540
Gratry & Company
Ohio
$285K -$22.2K -265 -7%
CAI
541
Capital Advisors Inc
Oklahoma
$285K – – –
FHA
542
Flagship Harbor Advisors
Massachusetts
$284K +$83 +1 +0%
MPI
543
Mairs & Power Inc
Minnesota
$282K – – –
IA
544
IFP Advisors
Florida
$281K -$187K -2,227 -40%
WSTAM
545
Wilbanks Smith & Thomas Asset Management
Virginia
$278K +$84 +1 +0%
OWP
546
Obermeyer Wealth Partners
Colorado
$272K – – –
RB
547
Rodgers Brothers
Pennsylvania
$272K – – –
AA
548
Apriem Advisors
California
$270K +$1.26K +15 +0.5%
SG
549
Strid Group
Pennsylvania
$269K +$31.3K +373 +13%
WKWM
550
Walter & Keenan Wealth Management
Indiana
$268K – – –
20 21
22
23 24