MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

796 hedge funds and large institutions have $36.4B invested in Marsh & McLennan in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 277 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
18.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
56
Increased
277
Reduced
298
Closed
47
Calls
$28.7M
Puts
$25.9M
Net Calls
+$2.77M
Net Calls Change
+$522K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.59B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$323M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$646M
4
Norges Bank
Norges Bank
Norway
$441M
5
Deutsche Bank
Deutsche Bank
Germany
$272M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.1B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.49B
4
Invesco
Invesco
Georgia
$250M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
601
Csenge Advisory Group
Florida
$250K -$50.7K -586 -17%
DHFB
602
Dixon Hubard Feinour & Brown
Virginia
$250K – – –
LSAG
603
Lake Street Advisors Group
New Hampshire
$249K -$50.3K -609 -17%
CCG
604
Ceeto Capital Group
Florida
$248K – – –
CC
605
Colrain Capital
Massachusetts
$248K – – –
QAM
606
Quantres Asset Management
Cayman Islands
$248K +$248K +3,000 New
SWA
607
SFMG Wealth Advisors
Texas
$245K – – –
HCM
608
Hengehold Capital Management
Ohio
$244K +$244K +2,947 New
BOTW
609
Bank of the West
California
$241K -$2.07K -25 -0.9%
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$241K – – –
IA
611
IFP Advisors
Florida
$235K -$188K -2,276 -44%
BSW
612
Buckingham Strategic Wealth
Missouri
$234K +$5.79K +70 +3%
Envestnet Asset Management
613
Envestnet Asset Management
Illinois
$233K -$2.32M -28,112 -91%
UR
614
USCA RIA
Texas
$228K +$13.7K +165 +6%
FIM
615
Freedom Investment Management
Connecticut
$226K +$226K +2,668 New
P
616
Pitcairn
Pennsylvania
$225K +$827 +10 +0.4%
JFL
617
Jarislowsky, Fraser Ltd
Quebec, Canada
$218K – – –
BRM
618
Boston Research & Management
Massachusetts
$216K – – –
QCG
619
Quadrant Capital Group
Ohio
$216K – – –
SWA
620
Sutton Wealth Advisors
Florida
$215K – – –
IAA
621
Independent Advisor Alliance
North Carolina
$214K -$10.9K -132 -5%
PNC
622
Park National Corp
Ohio
$212K -$1.91K -23 -0.9%
DWT
623
Dorsey & Whitney Trust
South Dakota
$212K +$212K +2,572 New
BAS
624
Brown Advisory Securities
Maryland
$211K -$1.42K -17 -0.7%
WA
625
Waverly Advisors
Alabama
$211K – – –
23 24
25
26 27