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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 %
YWP
676
YorkBridge Wealth Partners
New York
$26K – – –
MUS
677
Mitsubishi UFJ Securities
Japan
$25K +$23.4K +300 +1,500%
SPIA
678
Steward Partners Investment Advisory
New York
$24K -$5.93K -79 -20%
NCM
679
Nelson Capital Management
California
$23K -$15.3K -200 -40%
DBT
680
Dubuque Bank & Trust
Iowa
$22K -$10.9K -142 -33%
BWP
681
Baldwin Wealth Partners
Massachusetts
$22K – – –
TFO
682
Tarbox Family Office
California
$21K – – –
AW
683
Alpha Windward
Massachusetts
$21K +$2.33K +30 +13%
ACM
684
Armbruster Capital Management
New York
$20K +$20K +257 New
PHK
685
Point72 Hong Kong
Hong Kong
$19K -$106K -1,400 -85%
KF
686
Krilogy Financial
Missouri
$19K – – –
PCM
687
Prelude Capital Management
New York
$18K -$206K -2,667 -92%
MRCM
688
M&R Capital Management
New Jersey
$18K +$5.85K +78 +48%
DAM
689
Delta Asset Management
Tennessee
$17K – – –
PFBT
690
Parkside Financial Bank & Trust
Missouri
$16K +$6.96K +87 +77%
GEA
691
Glen Eagle Advisors
New Jersey
$15.1K +$15.1K +194 New
AOWM
692
Alpha Omega Wealth Management
Virginia
$14K – – –
BAM
693
Bruderman Asset Management
New York
$14K +$14K +176 New
HDIM
694
Hanson & Doremus Investment Management
Vermont
$13K – – –
MCIA
695
Mountain Capital Investment Advisors
Colorado
$13K +$13K +164 New
WIM
696
Westside Investment Management
California
$12.1K – – –
BFEC
697
Benjamin F. Edwards & Company
Missouri
$12K -$9.54K -124 -44%
SGAM
698
Smith Group Asset Management
Texas
$12K -$4.8K -60 -29%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$12K +149 New
NC
700
NewSquare Capital
Pennsylvania
$10K – – –
26 27
28
29 30