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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 %
SG
601
Strid Group
Pennsylvania
$221K +$221K +2,837 New
BRM
602
Boston Research & Management
Massachusetts
$219K – – –
BOTW
603
Bank of the West
California
$218K – – –
PP
604
Prudential plc
United Kingdom
$217K – – –
AHB
605
Abner Herrman & Brock
New Jersey
$217K +$217K +2,780 New
Mariner
606
Mariner
Kansas
$215K +$215K +2,757 New
JWM
607
Jacobus Wealth Management
Wisconsin
$214K – – –
LIC
608
Lodestar Investment Counsel
Illinois
$211K +$211K +2,703 New
Fuller & Thaler Asset Management
609
Fuller & Thaler Asset Management
California
$210K – – –
FB
610
Fulton Bank
Pennsylvania
$207K -$4.92K -63 -2%
BJL
611
Brighton Jones LLC
Washington
$207K +$207K +2,654 New
DAC
612
Dividend Assets Capital
South Carolina
$203K +$203K +2,600 New
MWM
613
Mission Wealth Management
California
$203K +$203K +2,603 New
SWA
614
Sutton Wealth Advisors
Florida
$203K – – –
RA
615
Rational Advisors
New York
$201K – – –
VCM
616
Vigilant Capital Management
Maine
$198K – – –
QCG
617
Quadrant Capital Group
Ohio
$195K +$6.61K +92 +4%
SC
618
SRB Corp
Massachusetts
$192K – – –
MSFP
619
Mark Sheptoff Financial Planning
Connecticut
$187K -$78 -1 -0%
WTC
620
WhitTier Trust Company
Nevada
$185K +$85.3K +1,095 +86%
GWS
621
Glassman Wealth Services
Virginia
$182K – – –
IIC
622
Integrated Investment Consultants
Michigan
$180K – – –
SIC
623
Salem Investment Counselors
North Carolina
$180K +$13.4K +172 +8%
WA
624
WFG Advisors
Texas
$172K +$78 +1 +0%
Twin Tree Management
625
Twin Tree Management
Texas
$155K -$167K -2,144 -52%
23 24
25
26 27