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Marsh & McLennan

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
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
626
Windsor Wealth Management
Indiana
$243K +$243K +2,981 New
WA
627
WESPAC Advisors
California
$242K -$252K -3,088 -51%
WB
628
WesBanco Bank
West Virginia
$240K
BOTW
629
Bank of the West
California
$238K
PP
630
Prudential plc
United Kingdom
$237K
SWA
631
SFMG Wealth Advisors
Texas
$236K
P
632
Pitcairn
Pennsylvania
$236K +$236K +2,898 New
LWCFA
633
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K
BSW
634
Buckingham Strategic Wealth
Missouri
$230K -$1.14K -14 -0.5%
ARMT
635
Amica Retiree Medical Trust
Rhode Island
$229K
GCA
636
Gideon Capital Advisors
New York
$225K +$225K +2,768 New
Luther King Capital Management (LKCM)
637
Luther King Capital Management (LKCM)
Texas
$222K +$222K +2,730 New
AHB
638
Abner Herrman & Brock
New Jersey
$220K -$6.6K -81 -3%
IAA
639
Independent Advisor Alliance
North Carolina
$220K +$409 +5 +0.2%
GG
640
Gofen & Glossberg
Illinois
$220K +$220K +2,700 New
LIC
641
Lodestar Investment Counsel
Illinois
$218K -$1.79K -22 -0.8%
CCM
642
Coldstream Capital Management
Washington
$216K +$489 +6 +0.2%
FANJ
643
Financial Architects (New Jersey)
New Jersey
$215K -$5.53K -68 -3%
QCG
644
Quadrant Capital Group
Ohio
$214K
BRM
645
Boston Research & Management
Massachusetts
$213K -$16.3K -200 -7%
SPC
646
Sigma Planning Corp
Michigan
$212K +$12K +147 +6%
SWA
647
Sutton Wealth Advisors
Florida
$211K -$244 -3 -0.1%
AP
648
Atwood & Palmer
Missouri
$210K
RA
649
Rational Advisors
New York
$210K
GT
650
Glenview Trust
Kentucky
$209K -$82.2K -1,011 -28%