MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

834 hedge funds and large institutions have $41.3B invested in Marsh & McLennan in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 66 closing their positions.

Holders
834
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
83
Increased
285
Reduced
297
Closed
66
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1B
2
BlackRock
2
BlackRock
New York
$4.07B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$703M
4
Citadel Advisors
4
Citadel Advisors
Florida
$201M
5
Goldman Sachs
5
Goldman Sachs
New York
$273M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.78B
3
AAMU
3
Amundi Asset Management US
Massachusetts
$503M
4
O
4
OppenheimerFunds
New York
$74.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
NSAM
601
North Star Asset Management
Wisconsin
$305K 3,250 – –
S
602
SignatureFD
Georgia
$304K 3,240 -164 -5%
SG
603
Strid Group
Pennsylvania
$301K 3,210 – –
MWP
604
MYCIO Wealth Partners
Pennsylvania
$300K 3,200 -98 -3%
RW
605
REDW Wealth
New Mexico
$300K 3,190 – –
WKWM
606
Walter & Keenan Wealth Management
Indiana
$300K 3,200 – –
EIA
607
Edgemoor Investment Advisors
Maryland
$295K 3,140 +3,140 New
PLFAM
608
Pineno Levin & Ford Asset Management
Virginia
$293K 3,122 – –
BSW
609
Buckingham Strategic Wealth
Missouri
$288K 3,068 +43 +1%
QT
610
Quantamental Technologies
New York
$287K 3,058 +3,058 New
CBU
611
CIBC Bank USA
Illinois
$284K 3,017 -341 -10%
DHFB
612
Dixon Hubard Feinour & Brown
Virginia
$284K 3,026 – –
CGL
613
Clarius Group LLC
Washington
$284K 3,024 +3,024 New
MCM
614
Manchester Capital Management
Vermont
$283K 3,014 -170 -5%
CCG
615
Ceeto Capital Group
Florida
$282K 3,000 – –
PCG
616
Private Capital Group
Connecticut
$282K 3,008 +781 +35%
WFPG
617
Waller Financial Planning Group
Ohio
$281K 2,939 +13 +0.4%
CT
618
Cambridge Trust
Massachusetts
$278K 2,958 -140 -5%
WSTAM
619
Wilbanks Smith & Thomas Asset Management
Virginia
$278K 2,958 -83 -3%
SM
620
Sciencast Management
New Jersey
$278K 3,000 +3,000 New
NC
621
Nicholas Company
Wisconsin
$272K 2,900 -3,800 -57%
BCM
622
Bayesian Capital Management
New York
$272K 2,900 +2,900 New
Dodge & Cox
623
Dodge & Cox
California
$269K 2,860 -800 -22%
WWM
624
Western Wealth Management
Colorado
$265K 2,804 -174 -6%
LJHT
625
Laurie J. Hall Trustee
$263K 2,800 -250 -8%
23 24
25
26 27