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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 %
BCA
726
Bay Colony Advisors
Massachusetts
$17K +$17K +205 New
LC
727
Landaas & Company
Wisconsin
$16K +$16K +200 New
AOWM
728
Alpha Omega Wealth Management
Virginia
$15K – – –
RFM
729
Royal Fund Management
Florida
$14K – – –
HDIM
730
Hanson & Doremus Investment Management
Vermont
$13K -$26.3K -330 -67%
LF
731
Lee Financial
Texas
$13K – – –
BFEC
732
Benjamin F. Edwards & Company
Missouri
$13K – – –
IWP
733
Icon Wealth Partners
Texas
$13K +$13K +156 New
WIM
734
Westside Investment Management
California
$12.7K – – –
DBT
735
Dubuque Bank & Trust
Iowa
$12K – – –
NC
736
NewSquare Capital
Pennsylvania
$12K – – –
PW
737
Price Wealth
Texas
$12K +$8.42K +106 +236%
FHA
738
First Horizon Advisors
Tennessee
$12K +$9.02K +115 +303%
BBA
739
Braun-Bostich & Associates
Pennsylvania
$11K – – –
THWM
740
Taylor Hoffman Wealth Management
Virginia
$11K – – –
MRCM
741
M&R Capital Management
New Jersey
$11K +$2.35K +31 +27%
CFA
742
Camarda Financial Advisors
Florida
$11K +$11K +140 New
EMG
743
ETF Managers Group
New Jersey
$10.1K +$8.99K +7,882 +829%
SGAM
744
Smith Group Asset Management
Texas
$9K -$818 -10 -8%
FLI
745
Family Legacy Inc
South Carolina
$9K +$9K +114 New
KJWM
746
Kiley Juergens Wealth Management
Washington
$9K +$9K +119 New
PK
747
Pflug Koory
Nebraska
$8K – – –
SCA
748
Stuart Chaussee & Associates
California
$8K – – –
CCM
749
Cribstone Capital Management
Maine
$8K – – –
CF
750
Centaurus Financial
California
$8K +$8K +94 New
28 29
30
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