MMC icon

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 %
YWP
701
YorkBridge Wealth Partners
New York
$38K +$976 +12 +3%
EFSCE
702
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$4.55K +56 +14%
AW
703
Alpha Windward
Massachusetts
$38K +$16.7K +206 +78%
AP
704
Atwood & Palmer
Missouri
$35K -$53.5K -650 -60%
JGIA
705
Jackson Grant Investment Advisers
Connecticut
$34K +$164 +2 +0.5%
GAM
706
Gemmer Asset Management
California
$33K – – –
IBOK
707
Independence Bank of Kentucky
Kentucky
$33K – – –
OC
708
Oakworth Capital
Alabama
$32K +$27.5K +333 +605%
CC
709
Claybrook Capital
Massachusetts
$29K – – –
TFS
710
TrustCore Financial Services
Tennessee
$28K – – –
GI
711
Gradient Investments
Minnesota
$28K +$82 +1 +0.3%
JA
712
JOYN Advisors
Georgia
$28K +$27.2K +332 +3,320%
BWM
713
BerganKDV Wealth Management
Minnesota
$28K +$28K +339 New
EIP
714
Epoch Investment Partners
New York
$25.5K +$2.68K +32,697 +12%
TFO
715
Tarbox Family Office
California
$25K – – –
TL
716
TrueWealth LLC
Georgia
$25K – – –
M
717
MOTCO
Texas
$23K – – –
BWP
718
Baldwin Wealth Partners
Massachusetts
$23K – – –
PFBT
719
Parkside Financial Bank & Trust
Missouri
$22K +$3.3K +40 +18%
AWMS
720
Advocacy Wealth Management Services
Georgia
$22K +$13.2K +160 +151%
GFP
721
Gryphon Financial Partners
Ohio
$20K – – –
CAC
722
Certified Advisory Corp
Florida
$20K – – –
CHP
723
Cable Hill Partners
Oregon
$19K – – –
SCM
724
Silvant Capital Management
Georgia
$19K +$19K +229 New
EARNEST Partners
725
EARNEST Partners
Georgia
$18K – – –
27 28
29
30 31