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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 %
NFG
726
Next Financial Group
Texas
$53K 563 +245 +77%
NFH
727
NEXT Financial Holdings
Texas
$53K 563 +563 New
QAM
728
QCI Asset Management
New York
$52K 556 – –
PCP
729
Proficio Capital Partners
Massachusetts
$51K 540 +18 +3%
GWM
730
Geneos Wealth Management
Colorado
$51K 546 +56 +11%
PCTC
731
Perkins Coie Trust Company
Washington
$48K 513 – –
VIM
732
Veritas Investment Management
United Kingdom
$47K 500 – –
BWM
733
Baystate Wealth Management
Massachusetts
$47K 498 +20 +4%
FC
734
Ferris Capital
Massachusetts
$45K 474 – –
ZB
735
Zions Bancorporation
Utah
$42K 451 +451 New
GT
736
Glenmede Trust
Pennsylvania
$41.6K 443,308 +4,980 +1%
AC
737
Avestar Capital
New York
$41K 497 -11 -2%
SCM
738
Silvant Capital Management
Georgia
$41K 436 – –
AW
739
Alpha Windward
Massachusetts
$41K 432 – –
JGIA
740
Jackson Grant Investment Advisers
Connecticut
$39K 420 -15 -3%
PFBT
741
Parkside Financial Bank & Trust
Missouri
$39K 414 +33 +9%
RTC
742
Riverview Trust Company
Washington
$38K 400 – –
GAM
743
Gemmer Asset Management
California
$38K 406 – –
ASN
744
Advisory Services Network
Georgia
$38K 406 – –
MFW
745
Mosaic Family Wealth
Missouri
$38K 400 – –
LFA
746
Legacy Financial Advisors
Kentucky
$37K 389 +110 +39%
TA
747
Thor Advisors
New York
$37K 392 +392 New
OC
748
Oakworth Capital
Alabama
$36K 388 – –
BCA
749
Berman Capital Advisors
Georgia
$35K 383 +100 +35%
BL
750
Balentine LLC
Georgia
$32K 344 – –
28 29
30
31 32