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Marsh & McLennan

737 hedge funds and large institutions have $34B invested in Marsh & McLennan in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+19
Holders Change %
+2.65%
% of All Funds
18.4%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
47
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
626
Geneos Wealth Management
Colorado
$148K
RS
627
Robeco Schweiz
Switzerland
$148K
CFG
628
CKW Financial Group
Hawaii
$148K
OFS
629
Orrstown Financial Services
Pennsylvania
$140K +$14.2K +182 +11%
Carson Wealth (CWM LLC)
630
Carson Wealth (CWM LLC)
Nebraska
$138K +$1.01K +13 +0.7%
SNT
631
Security National Trust
West Virginia
$134K
FANJ
632
Financial Architects (New Jersey)
New Jersey
$133K -$5.56K -71 -4%
CG
633
Cutler Group
California
$126K +$92.8K +1,194 +279%
GBT
634
Grove Bank & Trust
Florida
$125K +$6.63K +85 +6%
CTC
635
Central Trust Company
Missouri
$117K
WTB
636
Washington Trust Bank
Washington
$115K -$6.76K -87 -6%
VNA
637
Valley National Advisers
Pennsylvania
$114K
AIM
638
Acrospire Investment Management
Illinois
$109K +$109K +1,400 New
TF
639
Tompkins Financial
New York
$107K +$10.5K +135 +11%
CFA
640
Carroll Financial Associates
North Carolina
$101K +$18.1K +233 +22%
GLI
641
Guardian Life Insurance
New York
$91K -$64.4K -824 -41%
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$90K
JCM
643
Jacobi Capital Management
Pennsylvania
$89K
NO
644
Ninety One
South Africa
$88K
Acadian Asset Management
645
Acadian Asset Management
Massachusetts
$86K
EA
646
Edge Advisors
Georgia
$84K -$26.7K -344 -24%
WB
647
Webster Bank
Connecticut
$84K
AIS
648
Accurate Investment Solutions
Pennsylvania
$82K
NSIM
649
North Star Investment Management
Illinois
$82K
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$79K