MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.33B
2
Norges Bank
2
Norges Bank
Norway
$220M
3
State Street
3
State Street
Massachusetts
$1.95B
4
Deutsche Bank
4
Deutsche Bank
Germany
$148M
5
O
5
OppenheimerFunds
New York
$266M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.93B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$354M
3
Bank of America
3
Bank of America
North Carolina
$470M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$666M
5
BlackRock
5
BlackRock
New York
$3.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$16.4K -200 -19%
CAW
702
Cornerstone Advisors (Washington)
Washington
$70K – – –
WB
703
Webster Bank
Connecticut
$70K – – –
VC
704
Vestor Capital
Illinois
$70K – – –
PWPS
705
Pinnacle Wealth Planning Services
Ohio
$69K +$69K +856 New
EMG
706
ETF Managers Group
New Jersey
$67K +$9.49K +118 +17%
CCM
707
Covington Capital Management
California
$66K – – –
Simplex Trading
708
Simplex Trading
Illinois
$66K +$66K +820 New
SIAS
709
Shine Investment Advisory Services
Colorado
$65K – – –
PMFA
710
Plante Moran Financial Advisors
Michigan
$63K +$31.6K +387 +101%
SC
711
Slow Capital
California
$63K +$63K +776 New
TL
712
TrueWealth LLC
Georgia
$59K +$59K +723 New
FGC
713
Financial Gravity Companies
Texas
$56K +$56K +675 New
MUS
714
Mitsubishi UFJ Securities
Japan
$51K +$25.1K +310 +97%
GWM
715
Geneos Wealth Management
Colorado
$50K -$115K -1,430 -70%
MFW
716
Mosaic Family Wealth
Missouri
$50K +$50K +609 New
IWM
717
IHT Wealth Management
Illinois
$45K +$45K +547 New
YWP
718
YorkBridge Wealth Partners
New York
$44K -$2.08K -25 -5%
IP
719
Intellectus Partners
California
$43K – – –
IBOK
720
Independence Bank of Kentucky
Kentucky
$43K +$43K +525 New
PCTC
721
Perkins Coie Trust Company
Washington
$42K -$4.09K -50 -9%
KA
722
Kaizen Advisory
Illinois
$40K +$40K +494 New
SPIA
723
Steward Partners Investment Advisory
New York
$39K +$8.13K +100 +26%
GT
724
Greenleaf Trust
Michigan
$37K – – –
PCP
725
Proficio Capital Partners
Massachusetts
$36K +$2.88K +35 +9%
27 28
29
30 31