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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 %
SNT
676
Security National Trust
West Virginia
$132K -$6.01K -74 -4%
OFS
677
Orrstown Financial Services
Pennsylvania
$129K
EA
678
Edge Advisors
Georgia
$123K +$30.2K +372 +33%
CTC
679
Central Trust Company
Missouri
$120K -$4.88K -60 -4%
VCM
680
Virtue Capital Management
Tennessee
$113K +$113K +1,386 New
WTB
681
Washington Trust Bank
Washington
$109K
LA
682
Legacy Advisors
Pennsylvania
$108K +$101K +1,247 +1,559%
SWM
683
SeaCrest Wealth Management
New York
$102K +$102K +1,253 New
TF
684
Tompkins Financial
New York
$101K -$43.3K -530 -30%
CFA
685
Carroll Financial Associates
North Carolina
$100K -$5.51K -68 -5%
PMAM
686
Picton Mahoney Asset Management
Ontario, Canada
$98K -$294K -3,600 -75%
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$98K
OIA
688
OneDigital Investment Advisors
Kansas
$98K +$98K +1,202 New
NO
689
Ninety One
South Africa
$93K
SLF
690
Sun Life Financial
Ontario, Canada
$91K -$217K -2,666 -70%
Acadian Asset Management
691
Acadian Asset Management
Massachusetts
$90K -$13.1K -161 -13%
TA
692
Townsend & Associates
Colorado
$86K +$86K +1,059 New
AIS
693
Accurate Investment Solutions
Pennsylvania
$85K
WWM
694
Willingdon Wealth Management
North Carolina
$85K +$3.27K +40 +4%
WAP
695
Wealthcare Advisory Partners
Pennsylvania
$83K
TWA
696
TCI Wealth Advisors
Arizona
$82K +$38.8K +476 +90%
BL
697
Balentine LLC
Georgia
$81K
VCM
698
Versant Capital Management
Arizona
$72K
SSB
699
Sandy Spring Bank
Maryland
$71K +$26.9K +331 +61%
JCM
700
Jacobi Capital Management
Pennsylvania
$70K -$23.4K -286 -25%