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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
1
Capital International Investors
California
$1.59B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$323M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$646M
4
Norges Bank
4
Norges Bank
Norway
$441M
5
Deutsche Bank
5
Deutsche Bank
Germany
$272M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.31B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.1B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.49B
4
Invesco
4
Invesco
Georgia
$250M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AS
726
Altshuler Shaham
Israel
$24K +$20.3K +246 +547%
M
727
MOTCO
Texas
$23K – – –
PFBT
728
Parkside Financial Bank & Trust
Missouri
$20K -$2.16K -26 -10%
CAC
729
Certified Advisory Corp
Florida
$20K -$81 -1 -0.4%
YWP
730
YorkBridge Wealth Partners
New York
$19K -$20.3K -241 -52%
CHP
731
Cable Hill Partners
Oregon
$18K -$1.01K -12 -5%
EARNEST Partners
732
EARNEST Partners
Georgia
$18K – – –
HR
733
Howe & Rusling
New York
$17K +$15.6K +187 +1,100%
CFGS
734
Concourse Financial Group Securities
Alabama
$17K +$17K +204 New
AOWM
735
Alpha Omega Wealth Management
Virginia
$15K – – –
JFA
736
JNBA Financial Advisors
Minnesota
$15K +$15K +185 New
RFM
737
Royal Fund Management
Florida
$14K – – –
HDIM
738
Hanson & Doremus Investment Management
Vermont
$13K – – –
BFEC
739
Benjamin F. Edwards & Company
Missouri
$13K – – –
AF
740
Allworth Financial
California
$13K +$7.74K +97 +147%
AIM
741
Advantage Investment Management
Iowa
$13K +$13K +157 New
JG
742
Jefferies Group
New York
$13K +$13K +157 New
WIM
743
Westside Investment Management
California
$12.9K – – –
MRCM
744
M&R Capital Management
New Jersey
$11K – – –
NC
745
NewSquare Capital
Pennsylvania
$11K – – –
THWM
746
Taylor Hoffman Wealth Management
Virginia
$11K – – –
CQS
747
Credential Qtrade Securities
$10.9K +$10.9K +132 New
DBT
748
Dubuque Bank & Trust
Iowa
$10K -$1.6K -20 -14%
LFA
749
Legacy Financial Advisors
Kentucky
$10K +$5.27K +68 +111%
PHK
750
Point72 Hong Kong
Hong Kong
$10K +$10K +115 New
28 29
30
31 32