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Marsh & McLennan
MMC

Overview Fund Activity

834 hedge funds and large institutions have $41.3B invested in Marsh & McLennan in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 66 closing their positions.

Holders
834
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
83
Increased
285
Reduced
297
Closed
66
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1B
2
BlackRock
2
BlackRock
New York
$4.07B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$703M
4
Citadel Advisors
4
Citadel Advisors
Florida
$201M
5
Goldman Sachs
5
Goldman Sachs
New York
$273M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.78B
3
AAMU
3
Amundi Asset Management US
Massachusetts
$503M
4
O
4
OppenheimerFunds
New York
$74.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
WTB
701
Washington Trust Bank
Washington
$97K 1,030 – –
WWM
702
Willingdon Wealth Management
North Carolina
$94K 1,000 – –
DWA
703
Dougherty Wealth Advisers
Minnesota
$93K 986 – –
CFA
704
Carroll Financial Associates
North Carolina
$91K 972 -65 -6%
CCM
705
Covington Capital Management
California
$90K 958 – –
RWA
706
Ropes Wealth Advisors
Massachusetts
$85K 907 -1,593 -64%
BFC
707
Bedel Financial Consulting
Indiana
$83K 883 – –
SLF
708
Sun Life Financial
Ontario, Canada
$81K 858 -535 -38%
VC
709
Vestor Capital
Illinois
$81K 860 – –
WB
710
Webster Bank
Connecticut
$81K 860 – –
JCM
711
Jacobi Capital Management
Pennsylvania
$80K 856 – –
VCM
712
Versant Capital Management
Arizona
$77K 823 – –
KFS
713
Kelly Financial Services
Massachusetts
$76.5K 815 +815 New
SIAS
714
Shine Investment Advisory Services
Colorado
$75K 804 – –
CG
715
Cutler Group
California
$75K 800 +200 +33%
LA
716
Legacy Advisors
Pennsylvania
$75K 796 +796 New
VFA
717
Valeo Financial Advisors
Indiana
$73K 780 -150 -16%
TFGT
718
TS Financial Group (TSFG)
Illinois
$68K 719 +719 New
SSB
719
Sandy Spring Bank
Maryland
$66K 702 – –
LC
720
Lindbrook Capital
California
$59K 632 – –
LC
721
Lavaca Capital
Texas
$56K 600 – –
TWA
722
TCI Wealth Advisors
Arizona
$54K 573 -529 -48%
CTC
723
Central Trust Company
Missouri
$54K 577 -35 -6%
HFM
724
Harvest Fund Management
China
$53K 562 – –
EFSCE
725
Enterprise Financial Services Corp (EFSC)
Missouri
$53K 566 +25 +5%
27 28
29
30 31