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Marsh & McLennan
MMC

Overview Fund Activity

793 hedge funds and large institutions have $35.8B invested in Marsh & McLennan in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
-21
Holders Change %
-2.58%
% of All Funds
18.18%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
50
Increased
297
Reduced
262
Closed
66
Calls
$38.5M
Puts
$36.3M
Net Calls
+$2.25M
Net Calls Change
-$1.64M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$126M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$121M
3
Norges Bank
Norges Bank
Norway
+$119M
4
AAMU
Amundi Asset Management US
Massachusetts
+$62.6M
5
American Century Companies
American Century Companies
Missouri
+$48.6M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$116M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$53.6M
3
GT
Glenmede Trust
Pennsylvania
-$44.2M
4
Barclays
Barclays
United Kingdom
-$42.3M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
526
Stewart & Patten Company
California
$398K -$103K -1,250 -20%
BAM
527
Belpointe Asset Management
Nevada
$398K +$87.4K +1,066 +28%
IIC
528
Ironwood Investment Counsel
Arizona
$393K -$21.2K -259 -5%
GRP
529
Global Retirement Partners
California
$393K – – –
OAM
530
Occidental Asset Management
California
$392K +$19K +232 +5%
BWM
531
Buckley Wealth Management
Nevada
$389K +$23.8K +291 +7%
APA
532
American Portfolios Advisors
New York
$388K +$18.9K +230 +5%
NEAM
533
New England Asset Management
Connecticut
$382K +$382K +4,655 New
TCOV
534
Trust Company of Vermont
Vermont
$372K +$26.3K +320 +8%
PWPS
535
Pinnacle Wealth Planning Services
Ohio
$361K +$7.14K +87 +2%
BWAM
536
Boyd Watterson Asset Management
Ohio
$359K – – –
First Manhattan
537
First Manhattan
New York
$358K – – –
GT
538
Glenview Trust
Kentucky
$358K +$358K +4,362 New
BAAM
539
Baker Avenue Asset Management
California
$354K +$3.85K +47 +1%
GI
540
GAMCO Investors
Connecticut
$340K – – –
SS
541
Simplicity Solutions
Minnesota
$338K -$902 -11 -0.3%
FB
542
Fulton Bank
Pennsylvania
$336K +$32K +390 +11%
DWM
543
Doyle Wealth Management
Florida
$328K – – –
TBA
544
Tower Bridge Advisors
Pennsylvania
$328K – – –
TF
545
Tompkins Financial
New York
$327K – – –
SPC
546
Sigma Planning Corp
Michigan
$323K +$73.4K +897 +29%
SGCA
547
Steel Grove Capital Advisors
Tennessee
$321K -$514K -6,265 -62%
SCM
548
SOL Capital Management
Maryland
$320K – – –
GCMG
549
Gyroscope Capital Management Group
Florida
$320K +$320K +3,909 New
DAC
550
Dividend Assets Capital
South Carolina
$311K -$8.18K -100 -3%
20 21
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