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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 %
Wolverine Trading
551
Wolverine Trading
Illinois
$407K -$2.11M -25,462 -84%
CCA
552
Checchi Capital Advisers
California
$401K +$8.09K +98 +2%
GRP
553
Global Retirement Partners
California
$396K +$2.06K +25 +0.5%
OAM
554
Occidental Asset Management
California
$376K – – –
APA
555
American Portfolios Advisors
New York
$372K -$43.4K -525 -10%
BWM
556
Buckley Wealth Management
Nevada
$368K +$40.8K +494 +12%
BWAM
557
Boyd Watterson Asset Management
Ohio
$362K -$22.7K -275 -6%
PA
558
Parallel Advisors
California
$362K -$15.7K -190 -4%
First Manhattan
559
First Manhattan
New York
$360K +$1.65K +20 +0.5%
PWPS
560
Pinnacle Wealth Planning Services
Ohio
$357K +$286K +3,457 +404%
BAAM
561
Baker Avenue Asset Management
California
$353K +$16.6K +201 +5%
NA
562
NewEdge Advisors
Louisiana
$350K +$11.5K +142 +3%
TCOV
563
Trust Company of Vermont
Vermont
$348K -$9.66K -117 -3%
GI
564
GAMCO Investors
Connecticut
$342K – – –
SS
565
Simplicity Solutions
Minnesota
$341K -$36.5K -443 -10%
HH
566
Hilltop Holdings
Texas
$340K +$340K +4,106 New
CCP
567
Corient Capital Partners
California
$333K +$71.5K +865 +27%
Qube Research & Technologies (QRT)
568
Qube Research & Technologies (QRT)
United Kingdom
$333K +$333K +4,043 New
TBA
569
Tower Bridge Advisors
Pennsylvania
$330K -$41.3K -500 -11%
DWM
570
Doyle Wealth Management
Florida
$330K – – –
TF
571
Tompkins Financial
New York
$330K +$228K +2,755 +223%
HCM
572
Hutchinson Capital Management
California
$326K – – –
DAC
573
Dividend Assets Capital
South Carolina
$322K -$53.5K -648 -14%
SCM
574
SOL Capital Management
Maryland
$322K – – –
BAM
575
Bruderman Asset Management
New York
$322K +$322K +3,902 New
21 22
23
24 25