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Marsh & McLennan
MMC

Overview Fund Activity

717 hedge funds and large institutions have $36.9B invested in Marsh & McLennan in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-20
Holders Change %
-2.71%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
61
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$583M
2
AAMU
Amundi Asset Management US
Massachusetts
+$206M
3
Bank of America
Bank of America
North Carolina
+$162M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$146M
5
Capital International Investors
Capital International Investors
California
+$102M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
3
Macquarie Group
Macquarie Group
Australia
-$115M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$109M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
551
Walter & Keenan Wealth Management
Indiana
$268K – – –
RW
552
REDW Wealth
New Mexico
$267K – – –
LA
553
Lau Associates
Delaware
$265K – – –
WIP
554
Wellesley Investment Partners
Massachusetts
$264K +$10.5K +126 +4%
LNB
555
Ledyard National Bank
$264K +$25.1K +300 +11%
CCP
556
Corient Capital Partners
California
$263K +$23.7K +283 +10%
MWM
557
Mission Wealth Management
California
$258K +$39.6K +472 +18%
S
558
SignatureFD
Georgia
$256K – – –
MCM
559
Manchester Capital Management
Vermont
$253K – – –
CCG
560
Ceeto Capital Group
Florida
$251K +$251K +3,000 New
CC
561
Colrain Capital
Massachusetts
$251K – – –
BCSB
562
Bristol County Savings Bank
Massachusetts
$251K +$251K +3,000 New
KFA
563
Kelleher Financial Advisors
New York
$250K – – –
WB
564
WesBanco Bank
West Virginia
$247K – – –
1832 Asset Management
565
1832 Asset Management
Ontario, Canada
$246K +$246K +3,026 New
CG
566
Colony Group
Massachusetts
$245K +$503 +6 +0.2%
LC
567
Lourd Capital
California
$245K +$7.45K +89 +3%
BOTW
568
Bank of the West
California
$244K +$9.71K +116 +4%
PP
569
Prudential plc
United Kingdom
$244K +$10.6K +126 +5%
SWA
570
SFMG Wealth Advisors
Texas
$243K – – –
LWCFA
571
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K – – –
IC
572
InterOcean Capital
Illinois
$240K – – –
BSW
573
Buckingham Strategic Wealth
Missouri
$238K – – –
BRM
574
Boston Research & Management
Massachusetts
$236K – – –
ARMT
575
Amica Retiree Medical Trust
Rhode Island
$236K +$236K +2,814 New
21 22
23
24 25