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Marsh & McLennan
MMC

Overview Fund Activity

814 hedge funds and large institutions have $35.9B invested in Marsh & McLennan in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 244 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+7
Holders Change %
+0.87%
% of All Funds
18.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
86
Increased
244
Reduced
323
Closed
70
Calls
$41.1M
Puts
$37.2M
Net Calls
+$3.89M
Net Calls Change
+$10.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$303M
2
Capital World Investors
Capital World Investors
California
+$302M
3
American Century Companies
American Century Companies
Missouri
+$142M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$107M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$308M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$162M
3
AAMU
Amundi Asset Management US
Massachusetts
-$136M
4
Ameriprise
Ameriprise
Minnesota
-$136M
5
State Street
State Street
Massachusetts
-$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
651
First Hawaiian Bank
Hawaii
$209K +$209K +2,534 New
RWA
652
Ropes Wealth Advisors
Massachusetts
$206K – – –
EDRH
653
Edmond de Rothschild Holding
Switzerland
$205K +$205K +2,485 New
MPI
654
Mairs & Power Inc
Minnesota
$204K -$74.5K -900 -27%
PCG
655
Private Capital Group
Connecticut
$204K +$12.4K +150 +6%
BDWM
656
Brewin Dolphin Wealth Management
Ireland
$203K – – –
WCM
657
Wallace Capital Management
Texas
$202K -$139K -1,678 -41%
WB
658
WesBanco Bank
West Virginia
$201K -$42K -508 -17%
SFSIG
659
San Francisco Sentry Investment Group
California
$200K -$5.78K -70 -3%
WTC
660
WhitTier Trust Company
Nevada
$198K +$1.82K +22 +0.9%
GWS
661
Glassman Wealth Services
Virginia
$194K -$1.16K -14 -0.6%
PCM
662
Prelude Capital Management
New York
$194K +$194K +2,354 New
FPFS
663
First Personal Financial Services
North Carolina
$191K -$155K -1,882 -45%
JWA
664
JFS Wealth Advisors
Pennsylvania
$187K – – –
AF
665
Advisornet Financial
Minnesota
$181K -$1.98K -24 -1%
IA
666
IFP Advisors
Florida
$180K – – –
RWP
667
RWA Wealth Partners
Massachusetts
$179K -$665K -8,039 -79%
OFS
668
Orrstown Financial Services
Pennsylvania
$178K +$47.8K +580 +37%
MSFP
669
Mark Sheptoff Financial Planning
Connecticut
$173K -$24.7K -300 -13%
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$165K -$31.4K -380 -16%
IIC
671
Integrated Investment Consultants
Michigan
$162K +$162K +1,958 New
WAP
672
Wealthcare Advisory Partners
Pennsylvania
$158K +$73.9K +895 +88%
VCM
673
Vigilant Capital Management
Maine
$155K +$10.9K +131 +8%
CFG
674
CKW Financial Group
Hawaii
$154K – – –
Carson Wealth (CWM LLC)
675
Carson Wealth (CWM LLC)
Nebraska
$148K +$1.32K +16 +0.9%
25 26
27
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