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Marsh & McLennan

718 hedge funds and large institutions have $32.5B invested in Marsh & McLennan in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 244 increasing their positions, 281 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
17.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
64
Increased
244
Reduced
281
Closed
63
Calls
$46.9M
Puts
$35M
Net Calls
+$11.9M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
651
Alexandria Capital
Virginia
$40K
IP
652
Intellectus Partners
California
$39K
ZB
653
Zions Bancorporation
Utah
$39K +$16.1K +220 +70%
NCM
654
Nelson Capital Management
California
$37K
RWA
655
Ropes Wealth Advisors
Massachusetts
$37K
TWA
656
TCI Wealth Advisors
Arizona
$36K
DBT
657
Dubuque Bank & Trust
Iowa
$32K +$1.64K +22 +5%
CG
658
Cutler Group
California
$31K +$31K +428 New
GAM
659
Gemmer Asset Management
California
$30K
JGIA
660
Jackson Grant Investment Advisers
Connecticut
$30K +$148 +2 +0.5%
PMFA
661
Plante Moran Financial Advisors
Michigan
$29K -$751 -10 -3%
SPIA
662
Steward Partners Investment Advisory
New York
$29K +$19.3K +266 +200%
BIG
663
Bellwether Investment Group
Tennessee
$26K
YWP
664
YorkBridge Wealth Partners
New York
$24K +$7.08K +97 +42%
BFEC
665
Benjamin F. Edwards & Company
Missouri
$21K
BWP
666
Baldwin Wealth Partners
Massachusetts
$21K +$21K +286 New
TFO
667
Tarbox Family Office
California
$20K
AW
668
Alpha Windward
Massachusetts
$18K
DAM
669
Delta Asset Management
Tennessee
$17K +$4.1K +54 +32%
KF
670
Krilogy Financial
Missouri
$16K
AA
671
Apriem Advisors
California
$15K
SGAM
672
Smith Group Asset Management
Texas
$15K +$4.29K +60 +40%
AOWM
673
Alpha Omega Wealth Management
Virginia
$14K
EDRH
674
Edmond de Rothschild Holding
Switzerland
$14K +$5.55K +73 +66%
HDIM
675
Hanson & Doremus Investment Management
Vermont
$12K +$12K +163 New