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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 %
BC
526
Bartlett & Co
Ohio
$466K +$10.6K +129 +2%
DADC
527
D.A. Davidson & Co
Montana
$464K -$343K -4,157 -43%
AI
528
Atria Investments
North Carolina
$462K +$20.3K +246 +5%
GC
529
Grimes & Company
Massachusetts
$459K +$199K +2,413 +77%
MCA
530
Mercer Capital Advisers
New Jersey
$458K – – –
KWA
531
KCS Wealth Advisory
California
$458K +$48.3K +585 +12%
Mariner
532
Mariner
Kansas
$458K +$253K +3,064 +123%
MBTD
533
Mechanics Bank - Trust Department
California
$454K – – –
TCOT
534
Trust Company of Toledo
Ohio
$454K – – –
CAAS
535
Capital Asset Advisory Services
Michigan
$452K -$2.48K -30 -0.5%
CIC
536
Carnegie Investment Counsel
Ohio
$451K -$19.7K -242 -4%
MMHP
537
Murphy Middleton Hinkle & Parker
Georgia
$451K – – –
CB
538
Chemical Bank
Michigan
$446K +$24.2K +293 +6%
PP
539
Prudential plc
United Kingdom
$445K +$204K +2,467 +85%
ACP
540
Ashfield Capital Partners
California
$442K – – –
WAM
541
Wealthspire Advisors (Maryland)
Maryland
$441K -$44.4K -538 -9%
S
542
SimplyRich
California
$440K -$57.8K -700 -12%
EMG
543
Ellington Management Group
Connecticut
$438K +$438K +5,300 New
OCG
544
Opus Capital Group
Ohio
$436K – – –
LOAME
545
Lombard Odier Asset Management (Europe)
United Kingdom
$433K -$43.2K -523 -9%
ROTUOC
546
Regents of the University of California
California
$429K – – –
PFS
547
Prospera Financial Services
Texas
$428K -$28.3K -345 -6%
KFA
548
Kabarec Financial Advisors
Illinois
$418K +$418K +5,067 New
IIC
549
Ironwood Investment Counsel
Arizona
$417K – – –
RWA
550
RGT Wealth Advisors
Texas
$409K +$992 +12 +0.2%
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