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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 %
AHB
576
Abner Herrman & Brock
New Jersey
$233K – – –
JWM
577
Jacobus Wealth Management
Wisconsin
$230K – – –
FB
578
Fulton Bank
Pennsylvania
$230K +$7.15K +85 +3%
LIC
579
Lodestar Investment Counsel
Illinois
$227K +$252 +3 +0.1%
FANJ
580
Financial Architects (New Jersey)
New Jersey
$227K +$84.6K +1,010 +59%
LJHT
581
Laurie J. Hall Trustee
$226K -$16.8K -200 -7%
IAA
582
Independent Advisor Alliance
North Carolina
$224K +$224K +2,683 New
CCM
583
Coldstream Capital Management
Washington
$222K -$2.13M -25,367 -91%
AT
584
Argent Trust
Texas
$222K -$33.5K -400 -13%
QCG
585
Quadrant Capital Group
Ohio
$219K – – –
DAC
586
Dividend Assets Capital
South Carolina
$218K – – –
SWA
587
Sutton Wealth Advisors
Florida
$218K – – –
FWM
588
Frontier Wealth Management
Missouri
$216K -$191K -2,288 -47%
RA
589
Rational Advisors
New York
$216K – – –
AP
590
Atwood & Palmer
Missouri
$216K +$210K +2,500 +3,333%
PNC
591
Park National Corp
Ohio
$214K +$214K +2,559 New
VCM
592
Vigilant Capital Management
Maine
$213K – – –
JFL
593
Jarislowsky, Fraser Ltd
Quebec, Canada
$213K +$213K +2,553 New
EDRH
594
Edmond de Rothschild Holding
Switzerland
$211K +$211K +2,514 New
FAAS
595
First Allied Advisory Services
California
$209K +$209K +2,554 New
BDWM
596
Brewin Dolphin Wealth Management
Ireland
$206K +$206K +2,460 New
SPC
597
Sigma Planning Corp
Michigan
$206K +$206K +2,452 New
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$205K -$179K -2,137 -47%
FHB
599
First Hawaiian Bank
Hawaii
$205K +$205K +2,443 New
SFSG
600
Stearns Financial Services Group
North Carolina
$201K -$50.1K -599 -20%
22 23
24
25 26