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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 %
WWM
626
Windsor Wealth Management
Indiana
$237K -$9.17K -111 -4%
LWCFA
627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$237K – – –
RA
628
Rational Advisors
New York
$236K +$22.9K +277 +11%
BOTW
629
Bank of the West
California
$234K -$7.37K -89 -3%
SWM
630
Stockman Wealth Management
Montana
$233K +$233K +2,820 New
ARMT
631
Amica Retiree Medical Trust
Rhode Island
$232K – – –
Lido Advisors
632
Lido Advisors
California
$232K +$232K +2,814 New
BS
633
Banco Santander
Spain
$231K +$231K +2,796 New
CIBC World Market
634
CIBC World Market
Ontario, Canada
$230K +$230K +2,790 New
BSW
635
Buckingham Strategic Wealth
Missouri
$228K -$5.62K -68 -2%
P
636
Pitcairn
Pennsylvania
$225K -$13.7K -166 -6%
LIC
637
Lodestar Investment Counsel
Illinois
$225K +$3.55K +43 +2%
AHB
638
Abner Herrman & Brock
New Jersey
$223K – – –
HW
639
Hancock Whitney
Mississippi
$222K -$13M -157,183 -98%
WIP
640
Wellesley Investment Partners
Massachusetts
$222K -$37.9K -460 -15%
CPH
641
C Partners Holding
Switzerland
$220K -$47.5K -576 -18%
PNC
642
Park National Corp
Ohio
$219K +$7.36K +89 +3%
IAA
643
Independent Advisor Alliance
North Carolina
$218K +$727 +9 +0.3%
VCA
644
Verdence Capital Advisors
Maryland
$217K -$48.9K -593 -18%
BRM
645
Boston Research & Management
Massachusetts
$216K – – –
QCG
646
Quadrant Capital Group
Ohio
$216K +$79 +1 +0%
SWA
647
Sutton Wealth Advisors
Florida
$214K – – –
ASN
648
Advisory Services Network
Georgia
$212K -$63.1K -765 -23%
BAS
649
Brown Advisory Securities
Maryland
$212K +$212K +2,549 New
WA
650
Waverly Advisors
Alabama
$210K -$352K -4,269 -63%
24 25
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