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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 %
PHK
676
Point72 Hong Kong
Hong Kong
$145K -$126K -1,526 -46%
CAPTRUST Financial Advisors
677
CAPTRUST Financial Advisors
North Carolina
$143K -$57.7K -714 -29%
C
678
Cerebellum
California
$143K +$143K +1,736 New
TAM
679
Tiverton Asset Management
Delaware
$133K -$274K -3,330 -67%
GEA
680
Glen Eagle Advisors
New Jersey
$132K -$1.09M -13,244 -89%
MCWS
681
McKinley Carter Wealth Services
West Virginia
$127K +$127K +1,536 New
CTC
682
Central Trust Company
Missouri
$119K -$3.31K -40 -3%
SNT
683
Security National Trust
West Virginia
$117K -$17.4K -210 -13%
FANJ
684
Financial Architects (New Jersey)
New Jersey
$116K -$102K -1,238 -47%
Fuller & Thaler Asset Management
685
Fuller & Thaler Asset Management
California
$116K -$41.4K -500 -26%
EA
686
Edge Advisors
Georgia
$112K -$12.5K -152 -10%
WTB
687
Washington Trust Bank
Washington
$111K – – –
DWM
688
Destination Wealth Management
California
$108K +$108K +1,310 New
SWM
689
SeaCrest Wealth Management
New York
$102K -$1.99K -24 -2%
Acadian Asset Management
690
Acadian Asset Management
Massachusetts
$101K +$9.58K +116 +10%
FMII
691
Farmers & Merchants Investments Inc
Nebraska
$100K – – –
CG
692
Cutler Group
California
$99K -$180K -2,186 -65%
OIA
693
OneDigital Investment Advisors
Kansas
$99K – – –
GLI
694
Guardian Life Insurance
New York
$97K -$40.1K -485 -29%
TA
695
Townsend & Associates
Colorado
$96K +$8.59K +104 +10%
AP
696
Atwood & Palmer
Missouri
$89K -$124K -1,500 -58%
AIS
697
Accurate Investment Solutions
Pennsylvania
$87K – – –
CFA
698
Carroll Financial Associates
North Carolina
$83K -$19K -230 -19%
WWM
699
Willingdon Wealth Management
North Carolina
$83K -$3.32K -40 -4%
TWA
700
TCI Wealth Advisors
Arizona
$83K +$165 +2 +0.2%
26 27
28
29 30