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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
$976M
2
AAMU
Amundi Asset Management US
Massachusetts
$495M
3
Bank of America
Bank of America
North Carolina
$614M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$561M
5
Capital International Investors
Capital International Investors
California
$1.05B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.38B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.92B
3
Macquarie Group
Macquarie Group
Australia
$692M
4
Capital Research Global Investors
Capital Research Global Investors
California
$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$808M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
601
Mark Sheptoff Financial Planning
Connecticut
$201K – – –
RS
602
Robeco Schweiz
Switzerland
$201K +$41.9K +500 +26%
WTC
603
WhitTier Trust Company
Nevada
$199K – – –
GWS
604
Glassman Wealth Services
Virginia
$196K – – –
SC
605
SRB Corp
Massachusetts
$191K -$15.9K -190 -8%
JWA
606
JFS Wealth Advisors
Pennsylvania
$189K +$189K +2,259 New
SIC
607
Salem Investment Counselors
North Carolina
$180K -$14.5K -172 -7%
GWM
608
Geneos Wealth Management
Colorado
$172K +$12.1K +144 +8%
GBT
609
Grove Bank & Trust
Florida
$167K +$32.4K +386 +24%
IIC
610
Integrated Investment Consultants
Michigan
$164K -$29.1K -347 -15%
Fuller & Thaler Asset Management
611
Fuller & Thaler Asset Management
California
$159K -$66.9K -800 -30%
CFG
612
CKW Financial Group
Hawaii
$159K – – –
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$156K +$6.89K +82 +5%
TF
614
Tompkins Financial
New York
$148K +$33.1K +395 +29%
SNT
615
Security National Trust
West Virginia
$142K -$1.25K -15 -0.9%
OFS
616
Orrstown Financial Services
Pennsylvania
$133K -$18.3K -217 -12%
BONST
617
Bank of Nova Scotia Trust
Ontario, Canada
$131K +$131K +1,558 New
CTC
618
Central Trust Company
Missouri
$129K +$2.94K +35 +2%
SFSIG
619
San Francisco Sentry Investment Group
California
$126K +$124K +1,475 +5,086%
VNA
620
Valley National Advisers
Pennsylvania
$122K – – –
WTB
621
Washington Trust Bank
Washington
$113K -$11.3K -135 -9%
CFA
622
Carroll Financial Associates
North Carolina
$109K +$167 +2 +0.2%
Acadian Asset Management
623
Acadian Asset Management
Massachusetts
$106K +$13.5K +161 +15%
IR
624
Invictus RG
Bermuda
$106K +$106K +1,267 New
TRCT
625
Tower Research Capital (TRC)
New York
$103K +$102K +1,213 +7,581%
23 24
25
26 27