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Marsh & McLennan

793 hedge funds and large institutions have $35.8B invested in Marsh & McLennan in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
-21
Holders Change %
-2.58%
% of All Funds
18.18%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
50
Increased
297
Reduced
262
Closed
66
Calls
$38.5M
Puts
$36.3M
Net Calls
+$2.25M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Shares
Change %
BAS
626
Brown Advisory Securities
Maryland
$209K
LIC
627
Lodestar Investment Counsel
Illinois
$207K -$16.1K -197 -7%
RWA
628
Ropes Wealth Advisors
Massachusetts
$205K
MPI
629
Mairs & Power Inc
Minnesota
$202K
BDWM
630
Brewin Dolphin Wealth Management
Ireland
$202K
WCM
631
Wallace Capital Management
Texas
$200K
SFSIG
632
San Francisco Sentry Investment Group
California
$198K
WTC
633
WhitTier Trust Company
Nevada
$197K
EDRH
634
Edmond de Rothschild Holding
Switzerland
$194K -$9.67K -118 -5%
GWS
635
Glassman Wealth Services
Virginia
$192K
AF
636
Advisornet Financial
Minnesota
$188K +$8.35K +102 +5%
PCG
637
Private Capital Group
Connecticut
$185K -$16.7K -205 -8%
MSFP
638
Mark Sheptoff Financial Planning
Connecticut
$172K
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$158K -$5.08K -62 -3%
WAP
640
Wealthcare Advisory Partners
Pennsylvania
$157K
CFG
641
CKW Financial Group
Hawaii
$156K
OFS
642
Orrstown Financial Services
Pennsylvania
$154K -$22.5K -275 -13%
VCM
643
Vigilant Capital Management
Maine
$150K -$3.87K -47 -3%
Carson Wealth (CWM LLC)
644
Carson Wealth (CWM LLC)
Nebraska
$146K -$245 -3 -0.2%
PC
645
Polar Capital
United Kingdom
$131K +$7.79K +95,000 +6%
GEA
646
Glen Eagle Advisors
New Jersey
$131K
WTB
647
Washington Trust Bank
Washington
$124K +$13.9K +170 +13%
FMII
648
Farmers & Merchants Investments Inc
Nebraska
$119K +$19.7K +239 +20%
Fuller & Thaler Asset Management
649
Fuller & Thaler Asset Management
California
$115K
GLI
650
Guardian Life Insurance
New York
$115K +$18.6K +227 +19%