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Marsh & McLennan
MMC

Overview Fund Activity

834 hedge funds and large institutions have $41.3B invested in Marsh & McLennan in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 66 closing their positions.

Holders
834
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
83
Increased
285
Reduced
297
Closed
66
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1B
2
BlackRock
2
BlackRock
New York
$4.07B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$703M
4
Citadel Advisors
4
Citadel Advisors
Florida
$201M
5
Goldman Sachs
5
Goldman Sachs
New York
$273M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.78B
3
AAMU
3
Amundi Asset Management US
Massachusetts
$503M
4
O
4
OppenheimerFunds
New York
$74.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
BPWA
526
Beacon Pointe Wealth Advisors
California
$533K 5,676 -225 -4%
SWA
527
SFMG Wealth Advisors
Texas
$530K 5,644 +2,718 +93%
SI
528
Stephens Inc
Arkansas
$529K 5,631 -185 -3%
MCA
529
Mercer Capital Advisers
New Jersey
$521K 5,546 – –
PFS
530
Prospera Financial Services
Texas
$518K 5,538 +1,635 +42%
OC
531
Oppenheimer & Co
New York
$517K 5,509 +317 +6%
QI
532
QS Investors
New York
$516K 5,494 -365 -6%
MBTD
533
Mechanics Bank - Trust Department
California
$516K 5,492 -8 -0.1%
TCOT
534
Trust Company of Toledo
Ohio
$516K 5,500 – –
AWM
535
Aries Wealth Management
Maine
$514K 5,478 -550 -9%
GC
536
Grimes & Company
Massachusetts
$513K 5,459 -104 -2%
RWM
537
RKL Wealth Management
Pennsylvania
$509K 5,413 +5,413 New
HH
538
Hilltop Holdings
Texas
$506K 5,382 +614 +13%
ACP
539
Ashfield Capital Partners
California
$502K 5,348 -20 -0.4%
BC
540
Bartlett & Co
Ohio
$502K 5,345 -19 -0.4%
BCWM
541
Bartlett & Co Wealth Management
Ohio
$502K 5,345 -19 -0.4%
GI
542
GAMCO Investors
Connecticut
$497K 5,295 +1,150 +28%
HFS
543
HL Financial Services
Kentucky
$495K 5,272 -443 -8%
LOAME
544
Lombard Odier Asset Management (Europe)
United Kingdom
$492K 5,240 – –
EGM
545
Engineers Gate Manager
New York
$488K 5,200 +5,200 New
HT
546
Heritage Trust
Oklahoma
$484K 5,150 +5,150 New
CB
547
Chemical Bank
Michigan
$483K 5,143 – –
LS
548
Livforsakringsbolaget Skandia
Sweden
$480K 5,111 +600 +13%
FNT
549
First National Trust
Pennsylvania
$478K 5,087 -550 -10%
JFL
550
Jarislowsky, Fraser Ltd
Quebec, Canada
$476K 5,075 +2,500 +97%
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