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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
$3.23B
2
Capital World Investors
Capital World Investors
California
$1.66B
3
American Century Companies
American Century Companies
Missouri
$233M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$140M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$440M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.66B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$514M
3
AAMU
Amundi Asset Management US
Massachusetts
$386M
4
Ameriprise
Ameriprise
Minnesota
$382M
5
State Street
State Street
Massachusetts
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
726
Kaizen Advisory
Illinois
$41K – – –
HDIM
727
Hanson & Doremus Investment Management
Vermont
$41K +$27.4K +330 +202%
VFA
728
Valeo Financial Advisors
Indiana
$38K +$29.2K +350 +333%
YWP
729
YorkBridge Wealth Partners
New York
$37K -$6.1K -75 -14%
MOS
730
MGO One Seven
Ohio
$37K – – –
AC
731
Avestar Capital
New York
$36K -$1.28K -18 -3%
EFSCE
732
Enterprise Financial Services Corp (EFSC)
Missouri
$34K – – –
GAM
733
Gemmer Asset Management
California
$34K – – –
JGIA
734
Jackson Grant Investment Advisers
Connecticut
$34K +$165 +2 +0.5%
PMFA
735
Plante Moran Financial Advisors
Michigan
$33K -$30.6K -371 -48%
IBOK
736
Independence Bank of Kentucky
Kentucky
$33K -$10.3K -125 -24%
CC
737
Claybrook Capital
Massachusetts
$29K – – –
GI
738
Gradient Investments
Minnesota
$28K – – –
TFS
739
TrustCore Financial Services
Tennessee
$28K +$83 +1 +0.3%
TL
740
TrueWealth LLC
Georgia
$25K -$35.1K -422 -58%
TFO
741
Tarbox Family Office
California
$25K – – –
RCAG
742
Rehmann Capital Advisory Group
Michigan
$25K +$25K +302 New
BWP
743
Baldwin Wealth Partners
Massachusetts
$24K – – –
WDL
744
Well Done LLC
Michigan
$24K +$24K +295 New
M
745
MOTCO
Texas
$23K +$23K +277 New
AW
746
Alpha Windward
Massachusetts
$22K -$418 -5 -2%
GFP
747
Gryphon Financial Partners
Ohio
$20K – – –
CAC
748
Certified Advisory Corp
Florida
$20K – – –
PFBT
749
Parkside Financial Bank & Trust
Missouri
$19K – – –
CHP
750
Cable Hill Partners
Oregon
$18K – – –
28 29
30
31 32