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Marsh & McLennan
MMC

Overview Fund Activity

814 hedge funds and large institutions have $35.9B invested in Marsh & McLennan in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 244 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+7
Holders Change %
+0.87%
% of All Funds
18.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
86
Increased
244
Reduced
323
Closed
70
Calls
$41.1M
Puts
$37.2M
Net Calls
+$3.89M
Net Calls Change
+$10.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$303M
2
Capital World Investors
Capital World Investors
California
+$302M
3
American Century Companies
American Century Companies
Missouri
+$142M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$107M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$308M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$162M
3
AAMU
Amundi Asset Management US
Massachusetts
-$136M
4
Ameriprise
Ameriprise
Minnesota
-$136M
5
State Street
State Street
Massachusetts
-$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
601
Apriem Advisors
California
$268K +$1.24K +15 +0.5%
MWM
602
Mission Wealth Management
California
$268K +$16.9K +205 +7%
CG
603
Colony Group
Massachusetts
$267K +$20.3K +246 +8%
LNB
604
Ledyard National Bank
$266K -$14.4K -175 -5%
WKWM
605
Walter & Keenan Wealth Management
Indiana
$264K – – –
RW
606
REDW Wealth
New Mexico
$263K – – –
SG
607
Strid Group
Pennsylvania
$263K – – –
LA
608
Lau Associates
Delaware
$261K – – –
CCM
609
Coldstream Capital Management
Washington
$261K +$42.2K +512 +19%
PLFAM
610
Pineno Levin & Ford Asset Management
Virginia
$258K – – –
LJHT
611
Laurie J. Hall Trustee
$256K – – –
S
612
SignatureFD
Georgia
$256K +$3.38K +41 +1%
RS
613
Robeco Schweiz
Switzerland
$256K +$57.8K +700 +29%
QSS
614
Quantitative Systematic Strategies
Florida
$254K +$254K +3,073 New
SPC
615
Sigma Planning Corp
Michigan
$252K +$37.1K +449 +17%
DHFB
616
Dixon Hubard Feinour & Brown
Virginia
$250K -$55K -666 -18%
MCM
617
Manchester Capital Management
Vermont
$249K – – –
Voloridge Investment Management
618
Voloridge Investment Management
Florida
$249K +$249K +3,018 New
HS
619
HighVista Strategies
Massachusetts
$248K -$33.1K -400 -12%
CC
620
Colrain Capital
Massachusetts
$248K – – –
CCG
621
Ceeto Capital Group
Florida
$248K – – –
WSTAM
622
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$4.71K -57 -2%
STA
623
Summit Trail Advisors
New York
$246K +$27.5K +540 +13%
Mackenzie Financial
624
Mackenzie Financial
Ontario, Canada
$242K -$76.7M -928,313 -100%
SWA
625
SFMG Wealth Advisors
Texas
$240K – – –
23 24
25
26 27