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Marsh & McLennan
MMC

Overview Fund Activity

796 hedge funds and large institutions have $36.4B invested in Marsh & McLennan in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 277 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
18.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
56
Increased
277
Reduced
298
Closed
47
Calls
$28.7M
Puts
$25.9M
Net Calls
+$2.77M
Net Calls Change
+$522K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.59B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$323M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$646M
4
Norges Bank
Norges Bank
Norway
$441M
5
Deutsche Bank
Deutsche Bank
Germany
$272M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.1B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.49B
4
Invesco
Invesco
Georgia
$250M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIC
626
Lodestar Investment Counsel
Illinois
$210K +$249 +3 +0.1%
AHB
627
Abner Herrman & Brock
New Jersey
$208K -$7.03K -85 -3%
BCI
628
Brinker Capital Investments
Pennsylvania
$208K +$208K +2,512 +251,200%
RWA
629
Ropes Wealth Advisors
Massachusetts
$207K – – –
SFSIG
630
San Francisco Sentry Investment Group
California
$205K +$4.71K +57 +2%
BDWM
631
Brewin Dolphin Wealth Management
Ireland
$203K – – –
WCM
632
Wallace Capital Management
Texas
$202K – – –
WTC
633
WhitTier Trust Company
Nevada
$198K – – –
GWS
634
Glassman Wealth Services
Virginia
$194K – – –
ARMT
635
Amica Retiree Medical Trust
Rhode Island
$188K -$44.4K -538 -19%
AF
636
Advisornet Financial
Minnesota
$188K -$1.65K -20 -0.9%
CAPTRUST Financial Advisors
637
CAPTRUST Financial Advisors
North Carolina
$186K -$42.5K -515 -19%
PCG
638
Private Capital Group
Connecticut
$184K -$2.8K -34 -2%
RMC
639
Resources Management Corp
Connecticut
$177K +$177K +2,150 New
MSFP
640
Mark Sheptoff Financial Planning
Connecticut
$174K – – –
LNB
641
Ledyard National Bank
$166K -$102K -1,225 -38%
CFG
642
CKW Financial Group
Hawaii
$158K – – –
WAP
643
Wealthcare Advisory Partners
Pennsylvania
$158K – – –
OFS
644
Orrstown Financial Services
Pennsylvania
$156K – – –
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$154K -$5.96K -72 -4%
Carson Wealth (CWM LLC)
646
Carson Wealth (CWM LLC)
Nebraska
$150K +$1.91K +23 +1%
AA
647
Ancora Advisors
Ohio
$133K +$133K +1,600 New
FANJ
648
Financial Architects (New Jersey)
New Jersey
$131K +$18K +219 +16%
AAP
649
Arax Advisory Partners
Colorado
$129K +$27.5K +331 +27%
EDRH
650
Edmond de Rothschild Holding
Switzerland
$122K -$73.6K -891 -38%
24 25
26
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