MMC icon

Marsh & McLennan

807 hedge funds and large institutions have $35.4B invested in Marsh & McLennan in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 261 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+90
Holders Change %
+12.55%
% of All Funds
18.33%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.14%
New
133
Increased
261
Reduced
269
Closed
40
Calls
$22.8M
Puts
$29.4M
Net Calls
-$6.63M
Net Calls Change
+$7.92M
Name Holding Trade Value Shares
Change
Shares
Change %
IUHSA
651
Itau Unibanco Holding S.A.
Brazil
$209K +$25.4K +313 +14%
PNC
652
Park National Corp
Ohio
$208K
SFSIG
653
San Francisco Sentry Investment Group
California
$203K +$80.6K +990 +66%
RWA
654
Ropes Wealth Advisors
Massachusetts
$203K +$162K +2,000 +400%
CAPTRUST Financial Advisors
655
CAPTRUST Financial Advisors
North Carolina
$202K +$198K +2,433 +4,771%
Mariner
656
Mariner
Kansas
$202K +$202K +2,487 New
BDWM
657
Brewin Dolphin Wealth Management
Ireland
$200K
RS
658
Robeco Schweiz
Switzerland
$197K
MSFP
659
Mark Sheptoff Financial Planning
Connecticut
$195K
WTC
660
WhitTier Trust Company
Nevada
$194K
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$193K -$6.02K -74 -3%
GWS
662
Glassman Wealth Services
Virginia
$192K +$1.87K +23 +1%
SC
663
SRB Corp
Massachusetts
$185K
JWA
664
JFS Wealth Advisors
Pennsylvania
$184K
AF
665
Advisornet Financial
Minnesota
$181K +$181K +2,218 New
IA
666
IFP Advisors
Florida
$180K -$92.4K -1,137 -34%
IWP
667
Icon Wealth Partners
Texas
$177K +$177K +2,173 New
CA
668
Calton & Associates
Florida
$176K +$176K +2,131 New
SIC
669
Salem Investment Counselors
North Carolina
$174K
GBT
670
Grove Bank & Trust
Florida
$166K +$4.15K +51 +3%
Fuller & Thaler Asset Management
671
Fuller & Thaler Asset Management
California
$155K
CFG
672
CKW Financial Group
Hawaii
$155K
Carson Wealth (CWM LLC)
673
Carson Wealth (CWM LLC)
Nebraska
$144K -$6.74K -83 -4%
VCM
674
Vigilant Capital Management
Maine
$142K -$65.3K -800 -31%
GLI
675
Guardian Life Insurance
New York
$135K +$40.2K +494 +42%