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Marsh & McLennan
MMC

Overview Fund Activity

793 hedge funds and large institutions have $35.8B invested in Marsh & McLennan in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
-21
Holders Change %
-2.58%
% of All Funds
18.18%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
50
Increased
297
Reduced
262
Closed
66
Calls
$38.5M
Puts
$36.3M
Net Calls
+$2.25M
Net Calls Change
-$1.64M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.33B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$558M
3
Norges Bank
Norges Bank
Norway
$320M
4
AAMU
Amundi Asset Management US
Massachusetts
$446M
5
American Century Companies
American Century Companies
Missouri
$280M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$154M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$197M
3
GT
Glenmede Trust
Pennsylvania
$67.3M
4
Barclays
Barclays
United Kingdom
$35.2M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
676
Webster Bank
Connecticut
$70K – – –
VC
677
Vestor Capital
Illinois
$70K – – –
VCM
678
Versant Capital Management
Arizona
$68K – – –
CCM
679
Covington Capital Management
California
$67K – – –
SIAS
680
Shine Investment Advisory Services
Colorado
$66K – – –
SSB
681
Sandy Spring Bank
Maryland
$58K -$2.56K -31 -4%
RWA
682
River Wealth Advisors
Pennsylvania
$55K +$55K +675 New
RWP
683
RWA Wealth Partners
Massachusetts
$53K -$125K -1,518 -70%
MUS
684
Mitsubishi UFJ Securities
Japan
$52K – – –
GWM
685
Geneos Wealth Management
Colorado
$50K -$485 -6 -1%
SPIA
686
Steward Partners Investment Advisory
New York
$49K -$17.3K -212 -26%
Rockefeller Capital Management
687
Rockefeller Capital Management
New York
$49K +$49K +597 New
MSE
688
MUFG Securities EMEA
United Kingdom
$47K +$47K +568 New
FC
689
Ferris Capital
Massachusetts
$46K – – –
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K – – –
ASN
691
Advisory Services Network
Georgia
$44K -$175K -2,054 -80%
IP
692
Intellectus Partners
California
$44K – – –
WPW
693
Winthrop Partners - WNY
New York
$43.9K – – –
Capstone Investment Advisors
694
Capstone Investment Advisors
New York
$43K +$43K +522 New
MFW
695
Mosaic Family Wealth
Missouri
$42K -$7.86K -96 -16%
PCTC
696
Perkins Coie Trust Company
Washington
$42K – – –
PCP
697
Proficio Capital Partners
Massachusetts
$42K +$82 +1 +0.2%
VFA
698
Valeo Financial Advisors
Indiana
$42K +$4.31K +52 +11%
AC
699
Avestar Capital
New York
$39K +$2.45K +34 +7%
WA
700
WealthTrust-Arizona
Arizona
$39K +$39K +479 New
26 27
28
29 30