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Marsh & McLennan
MMC

Overview Fund Activity

737 hedge funds and large institutions have $34B invested in Marsh & McLennan in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+19
Holders Change %
+2.65%
% of All Funds
18.4%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
47
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.19B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$273M
3
UIM
3
USS Investment Management
United Kingdom
$155M
4
UBS AM
4
UBS AM
Illinois
$504M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.84B
2
American Century Companies
2
American Century Companies
Missouri
$142M
3
CGT
3
Capital Guardian Trust
California
$55M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$834M
5
EIP
5
Epoch Investment Partners
New York
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
576
Pinnacle Financial Partners
Tennessee
$257K – – –
OWP
577
Obermeyer Wealth Partners
Colorado
$253K -$31.1K -400 -11%
RB
578
Rodgers Brothers
Pennsylvania
$253K – – –
AA
579
Apriem Advisors
California
$250K +$234K +3,003 +1,502%
RW
580
REDW Wealth
New Mexico
$249K – – –
WKWM
581
Walter & Keenan Wealth Management
Indiana
$249K – – –
MWP
582
MYCIO Wealth Partners
Pennsylvania
$249K +$249K +3,200 New
LA
583
Lau Associates
Delaware
$246K – – –
S
584
SignatureFD
Georgia
$238K -$57.2K -735 -19%
AT
585
Argent Trust
Texas
$238K – – –
WIP
586
Wellesley Investment Partners
Massachusetts
$236K +$3.97K +51 +2%
MCM
587
Manchester Capital Management
Vermont
$235K – – –
CC
588
Colrain Capital
Massachusetts
$234K -$234K -3,000 -50%
SFSG
589
Stearns Financial Services Group
North Carolina
$234K – – –
KFA
590
Kelleher Financial Advisors
New York
$233K – – –
WB
591
WesBanco Bank
West Virginia
$230K – – –
CG
592
Colony Group
Massachusetts
$228K +$228K +2,919 New
LJHT
593
Laurie J. Hall Trustee
$226K -$3.9K -50 -2%
SWA
594
SFMG Wealth Advisors
Texas
$226K +$226K +2,905 New
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K -$15.6K -200 -7%
IC
596
InterOcean Capital
Illinois
$223K – – –
LNB
597
Ledyard National Bank
$222K +$104K +1,340 +89%
CCP
598
Corient Capital Partners
California
$222K +$222K +2,852 New
LC
599
Lourd Capital
California
$221K +$2.72K +35 +1%
BSW
600
Buckingham Strategic Wealth
Missouri
$221K +$5.29K +68 +2%
22 23
24
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