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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 %
EMG
701
ETF Managers Group
New Jersey
$77K +$9.55K +118 +14%
ZB
702
Zions Bancorporation
Utah
$76K +$76K +917 New
BFC
703
Bedel Financial Consulting
Indiana
$73K +$73K +883 New
WB
704
Webster Bank
Connecticut
$71K – – –
CAW
705
Cornerstone Advisors (Washington)
Washington
$71K – – –
VC
706
Vestor Capital
Illinois
$71K – – –
VCM
707
Versant Capital Management
Arizona
$69K -$4.13K -50 -6%
JCM
708
Jacobi Capital Management
Pennsylvania
$69K – – –
CCM
709
Covington Capital Management
California
$67K – – –
SPIA
710
Steward Partners Investment Advisory
New York
$67K +$27.4K +333 +69%
SIAS
711
Shine Investment Advisory Services
Colorado
$66K – – –
CIP
712
Convergence Investment Partners
Florida
$66K +$66K +793 New
APP
713
Avantax Planning Partners
Iowa
$66K +$66K +805 New
SSB
714
Sandy Spring Bank
Maryland
$61K -$11.7K -140 -16%
NIM
715
NuWave Investment Management
New Jersey
$56K +$50.8K +619 +983%
MUS
716
Mitsubishi UFJ Securities
Japan
$52K – – –
GWM
717
Geneos Wealth Management
Colorado
$51K – – –
MFW
718
Mosaic Family Wealth
Missouri
$50K – – –
FC
719
Ferris Capital
Massachusetts
$46K +$46K +561 New
JFGIW
720
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K -$25.6K -310 -36%
IP
721
Intellectus Partners
California
$44K – – –
IWM
722
IHT Wealth Management
Illinois
$44K – – –
WPW
723
Winthrop Partners - WNY
New York
$43.2K +$43.2K +536 New
PCTC
724
Perkins Coie Trust Company
Washington
$42K – – –
PCP
725
Proficio Capital Partners
Massachusetts
$42K +$6K +73 +17%
27 28
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