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Marsh & McLennan
MMC

Overview Fund Activity

824 hedge funds and large institutions have $34.4B invested in Marsh & McLennan in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+28
Holders Change %
+3.52%
% of All Funds
18.39%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
107
Increased
259
Reduced
300
Closed
72
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M

Top Buyers

1
BlackRock
BlackRock
New York
+$220M
2
Citadel Advisors
Citadel Advisors
Florida
+$102M
3
AC
Alleghany Corporation
New York
+$79.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$70.8M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$62.2M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$127M
2
O
OppenheimerFunds
New York
-$122M
3
Norges Bank
Norges Bank
Norway
-$94.8M
4
Primecap Management
Primecap Management
California
-$58.1M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
726
Perkins Coie Trust Company
Washington
$41K – – –
VIM
727
Veritas Investment Management
United Kingdom
$40K -$1.01M -12,642 -96%
BWM
728
Baystate Wealth Management
Massachusetts
$40K +$39.2K +468 +4,680%
FC
729
Ferris Capital
Massachusetts
$38K – – –
GWM
730
Geneos Wealth Management
Colorado
$38K +$776 +10 +2%
SCM
731
Silvant Capital Management
Georgia
$35K – – –
JGIA
732
Jackson Grant Investment Advisers
Connecticut
$35K +$1.53K +19 +5%
GT
733
Glenmede Trust
Pennsylvania
$35K +$33.3K +416,988 +1,954%
AW
734
Alpha Windward
Massachusetts
$34K -$157 -2 -0.5%
AC
735
Avestar Capital
New York
$34K +$4.62K +69 +16%
ASN
736
Advisory Services Network
Georgia
$32K -$5.75K -73 -15%
IBOK
737
Independence Bank of Kentucky
Kentucky
$32K – – –
GAM
738
Gemmer Asset Management
California
$32K – – –
MFW
739
Mosaic Family Wealth
Missouri
$32K – – –
RTC
740
Riverview Trust Company
Washington
$32K +$32K +400 New
OC
741
Oakworth Capital
Alabama
$31K – – –
Schroder Investment Management Group
742
Schroder Investment Management Group
United Kingdom
$30.2K +$2.21K +27,649 +8%
PFBT
743
Parkside Financial Bank & Trust
Missouri
$30K +$11K +140 +58%
W
744
WealthOne
New York
$29K +$29K +359 New
BL
745
Balentine LLC
Georgia
$27K – – –
BWM
746
BerganKDV Wealth Management
Minnesota
$27K – – –
PMFA
747
Plante Moran Financial Advisors
Michigan
$27K +$3K +37 +13%
HR
748
Howe & Rusling
New York
$27K +$10.8K +136 +67%
Lazard Asset Management
749
Lazard Asset Management
New York
$26K -$3.31M -43,060 -99%
AWMS
750
Advocacy Wealth Management Services
Georgia
$26K – – –
28 29
30
31 32