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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 %
GEA
676
Glen Eagle Advisors
New Jersey
$16.3K – – –
AOWM
677
Alpha Omega Wealth Management
Virginia
$16K – – –
HDIM
678
Hanson & Doremus Investment Management
Vermont
$14K – – –
MCIA
679
Mountain Capital Investment Advisors
Colorado
$14K – – –
RFM
680
Royal Fund Management
Florida
$14K +$14K +173 New
BFEC
681
Benjamin F. Edwards & Company
Missouri
$13K – – –
WIM
682
Westside Investment Management
California
$12.9K – – –
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
MFBTD
684
MB Financial Bank - Trust Department
Illinois
$11K – – –
NC
685
NewSquare Capital
Pennsylvania
$11K – – –
SGAM
686
Smith Group Asset Management
Texas
$10K -$2.5K -30 -20%
QAM
687
QCI Asset Management
New York
$9K – – –
AWMS
688
Advocacy Wealth Management Services
Georgia
$9K – – –
PO
689
Private Ocean
California
$8K – – –
SCA
690
Stuart Chaussee & Associates
California
$8K – – –
CB
691
Community Bank
New York
$8K – – –
PK
692
Pflug Koory
Nebraska
$8K – – –
TDC
693
Thompson Davis & Co
Virginia
$7K +$2.28K +27 +48%
VFA
694
Valeo Financial Advisors
Indiana
$7K +$7K +78 New
FAM
695
Fred Alger Management
New York
$6K -$4.5K -51 -43%
OFW
696
Omnia Family Wealth
Florida
$6K -$3.97K -49 -40%
LWM
697
Lenox Wealth Management
Ohio
$6K – – –
AF
698
Allworth Financial
California
$6K – – –
LA
699
Legacy Advisors
Pennsylvania
$6K +$6K +80 New
DAM
700
Delta Asset Management
Tennessee
$5K -$15.7K -170 -76%
26 27
28
29 30