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Marsh & McLennan
MMC

Overview Fund Activity

737 hedge funds and large institutions have $34B invested in Marsh & McLennan in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+19
Holders Change %
+2.65%
% of All Funds
18.4%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
47
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.19B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$273M
3
UIM
3
USS Investment Management
United Kingdom
$155M
4
UBS AM
4
UBS AM
Illinois
$504M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.72B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.84B
2
American Century Companies
2
American Century Companies
Missouri
$142M
3
CGT
3
Capital Guardian Trust
California
$55M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$834M
5
EIP
5
Epoch Investment Partners
New York
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
651
Global Retirement Partners
California
$78K -$936 -12 -1%
BL
652
Balentine LLC
Georgia
$77K – – –
VC
653
Vestor Capital
Illinois
$77K +$9.98K +128 +15%
VCM
654
Versant Capital Management
Arizona
$69K – – –
Parallax Volatility Advisers
655
Parallax Volatility Advisers
California
$68K +$68K +870 New
CAW
656
Cornerstone Advisors (Washington)
Washington
$67K – – –
SIAS
657
Shine Investment Advisory Services
Colorado
$63K +$63K +804 New
PWM
658
Perigon Wealth Management
California
$60K – – –
ASN
659
Advisory Services Network
Georgia
$58K – – –
EMG
660
ETF Managers Group
New Jersey
$51K +$51K +650 New
PCTC
661
Perkins Coie Trust Company
Washington
$44K – – –
SSB
662
Sandy Spring Bank
Maryland
$42K – – –
AC
663
Alexandria Capital
Virginia
$42K – – –
IP
664
Intellectus Partners
California
$41K – – –
TWA
665
TCI Wealth Advisors
Arizona
$41K +$3.48K +45 +9%
FC
666
Ferris Capital
Massachusetts
$41K +$41K +521 New
ZB
667
Zions Bancorporation
Utah
$39K -$2.08K -27 -5%
RWA
668
Ropes Wealth Advisors
Massachusetts
$39K – – –
PCP
669
Proficio Capital Partners
Massachusetts
$34K -$28.8K -365 -46%
EFSCE
670
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$13.6K -175 -29%
GAM
671
Gemmer Asset Management
California
$32K – – –
JGIA
672
Jackson Grant Investment Advisers
Connecticut
$32K +$79 +1 +0.2%
FDCDDQ
673
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K +$30.5K +391 New
JFGIW
674
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K -$162K -2,050 -84%
PMFA
675
Plante Moran Financial Advisors
Michigan
$30K -$474 -6 -2%
25 26
27
28 29