MMC icon

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 %
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$464K +$19.3K +237 +4%
PFS
527
Prospera Financial Services
Texas
$458K – – –
HCMT
528
Highland Capital Management (Tennessee)
Tennessee
$458K +$18.1K +222 +4%
GXMC
529
Global X Management Company
New York
$453K +$26.4K +324 +6%
MCA
530
Mercer Capital Advisers
New Jersey
$451K – – –
BC
531
Bartlett & Co
Ohio
$449K – – –
MBTD
532
Mechanics Bank - Trust Department
California
$448K – – –
TCOT
533
Trust Company of Toledo
Ohio
$448K – – –
CAAS
534
Capital Asset Advisory Services
Michigan
$447K -$7.32K -90 -2%
HB
535
Homrich & Berg
Georgia
$447K +$59.6K +732 +15%
MMHP
536
Murphy Middleton Hinkle & Parker
Georgia
$445K +$445K +5,465 New
LJAC
537
L.J. Altfest & Co
New York
$436K +$1.95K +24 +0.5%
ACP
538
Ashfield Capital Partners
California
$435K – – –
AI
539
Atria Investments
North Carolina
$435K +$79.5K +978 +22%
AAM
540
Aureus Asset Management
Massachusetts
$430K – – –
OCG
541
Opus Capital Group
Ohio
$429K – – –
KI
542
Koch Industries
Kansas
$427K +$427K +5,252 New
ROTUOC
543
Regents of the University of California
California
$423K – – –
CB
544
Chemical Bank
Michigan
$415K +$415K +5,104 New
IIC
545
Ironwood Investment Counsel
Arizona
$411K – – –
APA
546
American Portfolios Advisors
New York
$409K +$409K +5,031 New
KWA
547
KCS Wealth Advisory
California
$404K +$404K +4,966 New
TAM
548
Tiverton Asset Management
Delaware
$403K +$403K +4,947 New
RWA
549
RGT Wealth Advisors
Texas
$402K -$2.93K -36 -0.7%
AWM
550
Altium Wealth Management
New York
$393K +$393K +4,840 New
20 21
22
23 24