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Marsh & McLennan

796 hedge funds and large institutions have $36.4B invested in Marsh & McLennan in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 277 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
18.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
56
Increased
277
Reduced
298
Closed
47
Calls
$28.7M
Puts
$25.9M
Net Calls
+$2.77M
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
551
Baker Avenue Asset Management
California
$354K -$3.89K -47 -1%
GI
552
GAMCO Investors
Connecticut
$343K
TCOV
553
Trust Company of Vermont
Vermont
$342K -$33.1K -400 -9%
WSFS
554
Wilmington Savings Fund Society
Delaware
$341K +$44.8K +541 +15%
GCMG
555
Gyroscope Capital Management Group
Florida
$339K +$14K +169 +4%
TBA
556
Tower Bridge Advisors
Pennsylvania
$331K
SGCA
557
Steel Grove Capital Advisors
Tennessee
$324K
SCM
558
SOL Capital Management
Maryland
$323K
GRP
559
Global Retirement Partners
California
$314K -$82.7K -1,000 -21%
DAC
560
Dividend Assets Capital
South Carolina
$314K
MGIA
561
Matthew Goff Investment Advisor
Texas
$310K
HCM
562
Hutchinson Capital Management
California
$310K
RL
563
Ruffer LLP
United Kingdom
$310K
SS
564
Simplicity Solutions
Minnesota
$309K -$31.7K -384 -9%
Lido Advisors
565
Lido Advisors
California
$308K +$56.8K +687 +23%
PFS
566
Prospera Financial Services
Texas
$305K -$127K -1,519 -29%
SWM
567
Stockman Wealth Management
Montana
$304K +$34.3K +415 +13%
Dodge & Cox
568
Dodge & Cox
California
$303K
JMFC
569
J.M. Forbes & Co
Massachusetts
$301K
MYIA
570
Mount Yale Investment Advisors
Colorado
$301K +$16.4K +188 +6%
FHA
571
Flagship Harbor Advisors
Massachusetts
$299K +$83 +1 +0%
CBU
572
CIBC Bank USA
Illinois
$299K +$1.16K +14 +0.4%
NCM
573
Noesis Capital Mangement
Florida
$298K -$251K -3,029 -46%
FB
574
Fulton Bank
Pennsylvania
$293K -$45.5K -550 -13%
MA
575
MUFG Americas
New York
$292K