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Marsh & McLennan
MMC

Overview Fund Activity

844 hedge funds and large institutions have $44.2B invested in Marsh & McLennan in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
296
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$527M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.28B
4
A
AustralianSuper
Australia
$180M
5
Capital Research Global Investors
Capital Research Global Investors
California
$403M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.22B
3
Artisan Partners
Artisan Partners
Wisconsin
$558M
4
BlackRock
BlackRock
New York
$4.2B
5
UIM
USS Investment Management
United Kingdom
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
726
Private Ocean
California
$93K +$77.6K +785 +503%
RWA
727
Ropes Wealth Advisors
Massachusetts
$90K – – –
BFC
728
Bedel Financial Consulting
Indiana
$88K – – –
CIA
729
CSat Investment Advisory
Michigan
$87K +$79.9K +797 +1,123%
WB
730
Webster Bank
Connecticut
$86K – – –
YWP
731
YorkBridge Wealth Partners
New York
$86K +$56K +561 +187%
ASN
732
Advisory Services Network
Georgia
$85K +$44.7K +450 +111%
VFA
733
Valeo Financial Advisors
Indiana
$82K +$4.57K +46 +6%
KFS
734
Kelly Financial Services
Massachusetts
$81.3K – – –
SIAS
735
Shine Investment Advisory Services
Colorado
$80K – – –
NIM
736
NuWave Investment Management
New Jersey
$77K +$69.2K +691 +886%
RA
737
Rational Advisors
New York
$77K +$69.2K +691 +886%
JCM
738
Jacobi Capital Management
Pennsylvania
$75K -$10.6K -106 -12%
CIM
739
Contravisory Investment Management
Massachusetts
$74K +$69.9K +704 +1,717%
VC
740
Vestor Capital
Illinois
$73K -$13K -130 -15%
TFGT
741
TS Financial Group (TSFG)
Illinois
$72K – – –
PCP
742
Proficio Capital Partners
Massachusetts
$71K +$17K +170 +31%
FBT
743
First Bank & Trust
South Dakota
$71K +$62.7K +630 +759%
MF
744
Manchester Financial
California
$67K +$67K +668 New
GT
745
Glenmede Trust
Pennsylvania
$66.6K +$22.3K +223,906 +51%
OC
746
Oakworth Capital
Alabama
$66K +$27.5K +277 +71%
LC
747
Lindbrook Capital
California
$65K +$2.19K +22 +3%
PMFA
748
Plante Moran Financial Advisors
Michigan
$60K +$35.1K +353 +141%
HFM
749
Harvest Fund Management
China
$56K – – –
QAM
750
QCI Asset Management
New York
$55K – – –
28 29
30
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