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Marsh & McLennan
MMC

Overview Fund Activity

717 hedge funds and large institutions have $36.9B invested in Marsh & McLennan in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-20
Holders Change %
-2.71%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
61
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$976M
2
AAMU
Amundi Asset Management US
Massachusetts
$495M
3
Bank of America
Bank of America
North Carolina
$614M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$561M
5
Capital International Investors
Capital International Investors
California
$1.05B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.38B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.92B
3
Macquarie Group
Macquarie Group
Australia
$692M
4
Capital Research Global Investors
Capital Research Global Investors
California
$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$808M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
651
YorkBridge Wealth Partners
New York
$47K +$19.1K +226 +69%
AC
652
Alexandria Capital
Virginia
$45K -$338 -4 -0.7%
SSB
653
Sandy Spring Bank
Maryland
$45K – – –
TWA
654
TCI Wealth Advisors
Arizona
$45K – – –
IP
655
Intellectus Partners
California
$45K – – –
RWA
656
Ropes Wealth Advisors
Massachusetts
$42K – – –
GT
657
Greenleaf Trust
Michigan
$38K +$38K +455 New
EFSCE
658
Enterprise Financial Services Corp (EFSC)
Missouri
$37K – – –
PCP
659
Proficio Capital Partners
Massachusetts
$34K -$2.36K -28 -6%
GAM
660
Gemmer Asset Management
California
$34K – – –
JGIA
661
Jackson Grant Investment Advisers
Connecticut
$34K +$167 +2 +0.5%
FDCDDQ
662
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.8K – – –
PMFA
663
Plante Moran Financial Advisors
Michigan
$32K +$333 +4 +1%
SPIA
664
Steward Partners Investment Advisory
New York
$31K +$4.9K +60 +19%
MUS
665
Mitsubishi UFJ Securities
Japan
$27K – – –
NCM
666
Nelson Capital Management
California
$25K – – –
TFO
667
Tarbox Family Office
California
$25K +$2.26K +27 +10%
BWP
668
Baldwin Wealth Partners
Massachusetts
$24K – – –
DBT
669
Dubuque Bank & Trust
Iowa
$24K – – –
AW
670
Alpha Windward
Massachusetts
$23K – – –
MRCM
671
M&R Capital Management
New Jersey
$22K +$2.73K +34 +14%
KF
672
Krilogy Financial
Missouri
$19K -$1.18K -14 -6%
CHP
673
Cable Hill Partners
Oregon
$19K +$13.5K +161 +248%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$17K +$415 +5 +3%
LC
675
Landaas & Company
Wisconsin
$17K +$17K +200 New
25 26
27
28 29