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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.1B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.49B
4
Invesco
Invesco
Georgia
$250M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
701
Perkins Coie Trust Company
Washington
$42K – – –
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K -$4.14K -50 -9%
ASN
703
Advisory Services Network
Georgia
$40K -$3.17K -38 -7%
GWM
704
Geneos Wealth Management
Colorado
$39K -$11.2K -138 -22%
FC
705
Ferris Capital
Massachusetts
$39K -$7.16K -87 -16%
AW
706
Alpha Windward
Massachusetts
$36K -$2.9K -35 -7%
SCM
707
Silvant Capital Management
Georgia
$36K +$17.1K +207 +90%
BBA
708
Braun-Bostich & Associates
Pennsylvania
$36K +$25K +301 +226%
MFW
709
Mosaic Family Wealth
Missouri
$35K -$9.89K -113 -22%
FHA
710
First Horizon Advisors
Tennessee
$35K +$22.2K +266 +174%
GAM
711
Gemmer Asset Management
California
$34K – – –
JGIA
712
Jackson Grant Investment Advisers
Connecticut
$34K +$163 +2 +0.5%
IBOK
713
Independence Bank of Kentucky
Kentucky
$33K – – –
AC
714
Avestar Capital
New York
$32K -$7.51K -103 -19%
OC
715
Oakworth Capital
Alabama
$32K – – –
JA
716
JOYN Advisors
Georgia
$32K +$3.72K +45 +13%
CC
717
Claybrook Capital
Massachusetts
$29K – – –
BWM
718
BerganKDV Wealth Management
Minnesota
$28K – – –
GI
719
Gradient Investments
Minnesota
$28K – – –
TFS
720
TrustCore Financial Services
Tennessee
$28K +$83 +1 +0.3%
BL
721
Balentine LLC
Georgia
$28K +$28K +344 New
AWMS
722
Advocacy Wealth Management Services
Georgia
$27K +$5.1K +62 +23%
TFO
723
Tarbox Family Office
California
$25K – – –
TL
724
TrueWealth LLC
Georgia
$25K – – –
PMFA
725
Plante Moran Financial Advisors
Michigan
$24K -$191K -2,361 -89%
27 28
29
30 31