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Marsh & McLennan
MMC

Overview Fund Activity

796 hedge funds and large institutions have $36.4B invested in Marsh & McLennan in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 277 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
18.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
56
Increased
277
Reduced
298
Closed
47
Calls
$28.7M
Puts
$25.9M
Net Calls
+$2.77M
Net Calls Change
+$522K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.59B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$323M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$646M
4
Norges Bank
Norges Bank
Norway
$441M
5
Deutsche Bank
Deutsche Bank
Germany
$272M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.1B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.49B
4
Invesco
Invesco
Georgia
$250M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
651
Guardian Life Insurance
New York
$118K +$1.91K +23 +2%
SAS
652
Stelac Advisory Services
New York
$118K +$118K +1,425 New
TG
653
TLP Group
Illinois
$116K +$24K +290 +26%
CPH
654
C Partners Holding
Switzerland
$115K -$107K -1,290 -48%
SLF
655
Sun Life Financial
Ontario, Canada
$115K +$1.32K +16 +1%
EMG
656
ETF Managers Group
New Jersey
$113K -$620K -7,471 -85%
SWM
657
SeaCrest Wealth Management
New York
$111K +$2.65K +32 +2%
DWM
658
Destination Wealth Management
California
$110K +$1.33K +16 +1%
KA
659
Kaizen Advisory
Illinois
$103K – – –
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$101K -$18.6K -225 -16%
LPIC
661
LeJeune Puetz Investment Counsel
Michigan
$101K – – –
HWA
662
Heritage Wealth Advisors
Virginia
$101K +$101K +1,229 New
OIA
663
OneDigital Investment Advisors
Kansas
$99K – – –
JWA
664
JFS Wealth Advisors
Pennsylvania
$99K – – –
SNT
665
Security National Trust
West Virginia
$94K -$17.2K -209 -15%
TWA
666
TCI Wealth Advisors
Arizona
$93K -$4.05K -49 -4%
Acadian Asset Management
667
Acadian Asset Management
Massachusetts
$92K – – –
GEA
668
Glen Eagle Advisors
New Jersey
$91K -$41.4K -500 -31%
AIS
669
Accurate Investment Solutions
Pennsylvania
$87K – – –
WTB
670
Washington Trust Bank
Washington
$85K -$40K -485 -32%
CFA
671
Carroll Financial Associates
North Carolina
$85K +$2.3K +28 +3%
FPFS
672
First Personal Financial Services
North Carolina
$85K +$8.17K +99 +11%
WWM
673
Willingdon Wealth Management
North Carolina
$84K +$1.57K +19 +2%
VFA
674
Valeo Financial Advisors
Indiana
$84K +$41K +484 +95%
Capstone Investment Advisors
675
Capstone Investment Advisors
New York
$83K +$40K +486 +93%
25 26
27
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