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Marsh & McLennan
MMC

Overview Fund Activity

807 hedge funds and large institutions have $35.4B invested in Marsh & McLennan in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 261 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+90
Holders Change %
+12.55%
% of All Funds
18.33%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.14%
New
133
Increased
261
Reduced
269
Closed
40
Calls
$22.8M
Puts
$29.4M
Net Calls
-$6.63M
Net Calls Change
+$7.92M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.33B
2
Norges Bank
Norges Bank
Norway
$220M
3
State Street
State Street
Massachusetts
$1.95B
4
Deutsche Bank
Deutsche Bank
Germany
$148M
5
O
OppenheimerFunds
New York
$266M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.93B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$354M
3
Bank of America
Bank of America
North Carolina
$470M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$666M
5
BlackRock
BlackRock
New York
$3.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
601
Point72 Hong Kong
Hong Kong
$268K +$268K +3,287 New
NSAM
602
North Star Asset Management
Wisconsin
$265K -$20.4K -250 -7%
OWP
603
Obermeyer Wealth Partners
Colorado
$265K – – –
RB
604
Rodgers Brothers
Pennsylvania
$265K – – –
PM
605
Parametrica Management
Hong Kong
$265K +$265K +3,246 New
CPH
606
C Partners Holding
Switzerland
$264K +$264K +3,243 New
AA
607
Apriem Advisors
California
$263K +$1.22K +15 +0.5%
VCA
608
Verdence Capital Advisors
Maryland
$262K +$262K +3,225 New
SG
609
Strid Group
Pennsylvania
$261K – – –
RW
610
REDW Wealth
New Mexico
$260K – – –
WKWM
611
Walter & Keenan Wealth Management
Indiana
$260K – – –
CCP
612
Corient Capital Partners
California
$258K +$2.37K +29 +0.9%
LA
613
Lau Associates
Delaware
$257K – – –
WIP
614
Wellesley Investment Partners
Massachusetts
$256K – – –
GC
615
Grimes & Company
Massachusetts
$256K +$256K +3,150 New
PLFAM
616
Pineno Levin & Ford Asset Management
Virginia
$254K +$254K +3,122 New
LJHT
617
Laurie J. Hall Trustee
$252K +$32.5K +400 +15%
S
618
SignatureFD
Georgia
$249K +$569 +7 +0.2%
WSTAM
619
Wilbanks Smith & Thomas Asset Management
Virginia
$248K -$22.2K -273 -8%
MWM
620
Mission Wealth Management
California
$248K -$2.77K -34 -1%
MCM
621
Manchester Capital Management
Vermont
$245K – – –
CCG
622
Ceeto Capital Group
Florida
$244K – – –
CC
623
Colrain Capital
Massachusetts
$244K – – –
KFA
624
Kelleher Financial Advisors
New York
$243K – – –
CG
625
Colony Group
Massachusetts
$243K +$5.12K +63 +2%
23 24
25
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