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Marsh & McLennan
MMC

Overview Fund Activity

796 hedge funds and large institutions have $36.4B invested in Marsh & McLennan in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 277 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
18.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
56
Increased
277
Reduced
298
Closed
47
Calls
$28.7M
Puts
$25.9M
Net Calls
+$2.77M
Net Calls Change
+$522K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.59B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$323M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$646M
4
Norges Bank
4
Norges Bank
Norway
$441M
5
Deutsche Bank
5
Deutsche Bank
Germany
$272M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.31B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.1B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.49B
4
Invesco
4
Invesco
Georgia
$250M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
676
Cornerstone Advisors (Washington)
Washington
$80K +$6.28K +76 +9%
CTC
677
Central Trust Company
Missouri
$78K +$660 +8 +0.9%
SWP
678
Stratos Wealth Partners
Ohio
$75K -$964K -11,617 -93%
PCM
679
Prelude Capital Management
New York
$75K +$75K +907 New
JCM
680
Jacobi Capital Management
Pennsylvania
$71K -$3.15K -38 -4%
VC
681
Vestor Capital
Illinois
$71K – – –
WB
682
Webster Bank
Connecticut
$71K – – –
BFC
683
Bedel Financial Consulting
Indiana
$70K – – –
NFG
684
Next Financial Group
Texas
$70K +$70K +846 New
VCM
685
Versant Capital Management
Arizona
$68K -$1.07K -13 -2%
CCM
686
Covington Capital Management
California
$67K – – –
SIAS
687
Shine Investment Advisory Services
Colorado
$67K – – –
SSB
688
Sandy Spring Bank
Maryland
$58K – – –
RWA
689
River Wealth Advisors
Pennsylvania
$58K +$2.23K +27 +4%
APP
690
Avantax Planning Partners
Iowa
$57K +$57K +692 New
RMAM
691
Raab & Moskowitz Asset Management
New Jersey
$55K +$55K +676 New
WA
692
WealthTrust-Arizona
Arizona
$53K +$13.5K +164 +34%
MUS
693
Mitsubishi UFJ Securities
Japan
$52K – – –
ICM
694
IMS Capital Management
Oregon
$50K +$50K +600 New
EFSCE
695
Enterprise Financial Services Corp (EFSC)
Missouri
$48K +$9.27K +112 +24%
SPIA
696
Steward Partners Investment Advisory
New York
$47K -$2.38K -29 -5%
QAM
697
QCI Asset Management
New York
$46K +$46K +556 New
WPW
698
Winthrop Partners - WNY
New York
$44.3K – – –
IP
699
Intellectus Partners
California
$44K – – –
PCP
700
Proficio Capital Partners
Massachusetts
$42K -$582 -7 -1%
26 27
28
29 30