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Marsh & McLennan
MMC

Overview Fund Activity

718 hedge funds and large institutions have $32.5B invested in Marsh & McLennan in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 244 increasing their positions, 281 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
17.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
64
Increased
244
Reduced
281
Closed
63
Calls
$46.9M
Puts
$35M
Net Calls
+$11.9M
Net Calls Change
+$9.15M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.77B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$222M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$190M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.52B
5
Goldman Sachs
5
Goldman Sachs
New York
$290M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.03B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$443M
4
Morgan Stanley
4
Morgan Stanley
New York
$151M
5
Norges Bank
5
Norges Bank
Norway
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
551
1832 Asset Management
Ontario, Canada
$270K -$1.51M -20,352 -85%
OWP
552
Obermeyer Wealth Partners
Colorado
$270K -$1.26K -17 -0.5%
SI
553
Stephens Inc
Arkansas
$268K -$26.4K -357 -9%
JMFC
554
J.M. Forbes & Co
Massachusetts
$266K – – –
GT
555
Glenview Trust
Kentucky
$261K +$14.2K +192 +6%
NSAM
556
North Star Asset Management
Wisconsin
$259K -$37K -500 -13%
WIS
557
Wright Investors Service
Connecticut
$258K +$258K +3,490 New
WSTAM
558
Wilbanks Smith & Thomas Asset Management
Virginia
$257K -$8.13K -110 -3%
SS
559
Simplicity Solutions
Minnesota
$253K -$14.8K -200 -6%
FPFS
560
First Personal Financial Services
North Carolina
$252K – – –
CAI
561
Capital Advisors Inc
Oklahoma
$252K +$29.9K +404 +13%
FHA
562
Flagship Harbor Advisors
Massachusetts
$251K +$251K +3,412 New
QSS
563
Quantitative Systematic Strategies
Florida
$247K +$247K +3,343 New
PFP
564
Pinnacle Financial Partners
Tennessee
$243K +$243K +3,293 New
RB
565
Rodgers Brothers
Pennsylvania
$240K – – –
WKWM
566
Walter & Keenan Wealth Management
Indiana
$236K – – –
RW
567
REDW Wealth
New Mexico
$236K – – –
LA
568
Lau Associates
Delaware
$233K +$233K +3,159 New
LWCFA
569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K – – –
AT
570
Argent Trust
Texas
$225K -$369 -5 -0.2%
MCM
571
Manchester Capital Management
Vermont
$223K – – –
DK
572
Darrell & King
Virginia
$222K – – –
SFSG
573
Stearns Financial Services Group
North Carolina
$222K – – –
KFA
574
Kelleher Financial Advisors
New York
$221K – – –
BFM
575
Boston Financial Management
Massachusetts
$220K – – –
21 22
23
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