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Marsh & McLennan
MMC

Overview Fund Activity

824 hedge funds and large institutions have $34.4B invested in Marsh & McLennan in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+28
Holders Change %
+3.52%
% of All Funds
18.39%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
107
Increased
259
Reduced
300
Closed
72
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M

Top Buyers

1
BlackRock
BlackRock
New York
+$220M
2
Citadel Advisors
Citadel Advisors
Florida
+$102M
3
AC
Alleghany Corporation
New York
+$79.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$70.8M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$62.2M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$127M
2
O
OppenheimerFunds
New York
-$122M
3
Norges Bank
Norges Bank
Norway
-$94.8M
4
Primecap Management
Primecap Management
California
-$58.1M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
676
SeaCrest Wealth Management
New York
$103K -$4.08K -51 -4%
HWA
677
Heritage Wealth Advisors
Virginia
$98K – – –
CAM
678
Cresset Asset Management
Illinois
$98K +$98K +1,228 New
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$97K – – –
JWA
680
JFS Wealth Advisors
Pennsylvania
$96K – – –
OIA
681
OneDigital Investment Advisors
Kansas
$96K – – –
NO
682
Ninety One
South Africa
$95K -$2.5M -31,331 -96%
TG
683
TLP Group
Illinois
$90K -$24.7K -301 -22%
SNT
684
Security National Trust
West Virginia
$89K -$1.59K -20 -2%
TWA
685
TCI Wealth Advisors
Arizona
$88K -$1.92K -24 -2%
Acadian Asset Management
686
Acadian Asset Management
Massachusetts
$88K – – –
DWA
687
Dougherty Wealth Advisers
Minnesota
$88K +$88K +986 New
GEA
688
Glen Eagle Advisors
New Jersey
$87.7K – – –
CAW
689
Cornerstone Advisors (Washington)
Washington
$85K +$7.3K +91 +9%
MOS
690
MGO One Seven
Ohio
$85K +$85K +1,073 New
AIS
691
Accurate Investment Solutions
Pennsylvania
$84K – – –
KPW
692
Kore Private Wealth
New York
$84K +$84K +1,057 New
CFA
693
Carroll Financial Associates
North Carolina
$83K +$160 +2 +0.2%
WTB
694
Washington Trust Bank
Washington
$82K – – –
FPFS
695
First Personal Financial Services
North Carolina
$82K – – –
RA
696
Rational Advisors
New York
$81K +$72.7K +916 +881%
WWM
697
Willingdon Wealth Management
North Carolina
$80K -$1.52K -19 -2%
CCM
698
Covington Capital Management
California
$76K +$11.4K +144 +18%
VFA
699
Valeo Financial Advisors
Indiana
$74K -$4.85K -61 -6%
BFC
700
Bedel Financial Consulting
Indiana
$70K – – –
26 27
28
29 30