MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

834 hedge funds and large institutions have $41.3B invested in Marsh & McLennan in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 66 closing their positions.

Holders
834
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
83
Increased
285
Reduced
297
Closed
66
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1B
2
BlackRock
2
BlackRock
New York
$4.07B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$703M
4
Citadel Advisors
4
Citadel Advisors
Florida
$201M
5
Goldman Sachs
5
Goldman Sachs
New York
$273M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.78B
3
AAMU
3
Amundi Asset Management US
Massachusetts
$503M
4
O
4
OppenheimerFunds
New York
$74.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
DWT
626
Dorsey & Whitney Trust
South Dakota
$261K 2,777 – –
CAPTRUST Financial Advisors
627
CAPTRUST Financial Advisors
North Carolina
$260K 2,773 +51 +2%
P
628
Pitcairn
Pennsylvania
$259K 2,756 +41 +2%
LC
629
Lourd Capital
California
$258K 2,749 -516 -16%
TW
630
TrinityPoint Wealth
Connecticut
$256K 2,727 -933 -25%
QCG
631
Quadrant Capital Group
Ohio
$256K 2,831 +315 +13%
BOTW
632
Bank of the West
California
$253K 2,695 -7 -0.3%
CCM
633
Crabel Capital Management
California
$250K 2,664 +2,664 New
LWCFA
634
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K 2,651 -120 -4%
AIA
635
Alera Investment Advisors
Illinois
$249K 2,657 -57 -2%
GT
636
Greenleaf Trust
Michigan
$247K 2,632 -298 -10%
BRM
637
Boston Research & Management
Massachusetts
$246K 2,620 – –
SWA
638
Sutton Wealth Advisors
Florida
$244K 2,595 – –
LSAG
639
Lake Street Advisors Group
New Hampshire
$242K 2,582 +2,582 New
FCI
640
Financial Counselors Inc
Kansas
$241K 2,545 +2,545 New
TSS
641
Two Sigma Securities
New York
$240K 2,552 -16,645 -87%
GC
642
Gilbert & Cook
Iowa
$240K 2,561 -225 -8%
AHB
643
Abner Herrman & Brock
New Jersey
$240K 2,561 – –
PNC
644
Park National Corp
Ohio
$240K 2,559 – –
LIC
645
Lodestar Investment Counsel
Illinois
$238K 2,539 +3 +0.1%
AA
646
Advisory Alpha
Michigan
$238K 2,532 – –
BCI
647
Brinker Capital Investments
Pennsylvania
$236K 2,512 – –
CC
648
Colrain Capital
Massachusetts
$235K 2,500 -500 -17%
WIP
649
Wellesley Investment Partners
Massachusetts
$234K 2,494 +2,494 New
LCM
650
Landscape Capital Management
New Jersey
$232K 2,466 -130 -5%
24 25
26
27 28