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Marsh & McLennan
MMC

Overview Fund Activity

807 hedge funds and large institutions have $35.4B invested in Marsh & McLennan in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 261 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+90
Holders Change %
+12.55%
% of All Funds
18.33%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.14%
New
133
Increased
261
Reduced
269
Closed
40
Calls
$22.8M
Puts
$29.4M
Net Calls
-$6.63M
Net Calls Change
+$7.92M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.33B
2
Norges Bank
2
Norges Bank
Norway
$220M
3
State Street
3
State Street
Massachusetts
$1.95B
4
Deutsche Bank
4
Deutsche Bank
Germany
$148M
5
O
5
OppenheimerFunds
New York
$266M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.93B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$354M
3
Bank of America
3
Bank of America
North Carolina
$470M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$666M
5
BlackRock
5
BlackRock
New York
$3.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
751
Omnia Family Wealth
Florida
$14K +$7.94K +97 +131%
HDIM
752
Hanson & Doremus Investment Management
Vermont
$13K – – –
BFEC
753
Benjamin F. Edwards & Company
Missouri
$13K – – –
WIM
754
Westside Investment Management
California
$12.7K – – –
PFGIA
755
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
MFBTD
756
MB Financial Bank - Trust Department
Illinois
$11K – – –
NC
757
NewSquare Capital
Pennsylvania
$11K – – –
BBA
758
Braun-Bostich & Associates
Pennsylvania
$11K +$11K +133 New
THWM
759
Taylor Hoffman Wealth Management
Virginia
$11K +$11K +134 New
SGAM
760
Smith Group Asset Management
Texas
$10K – – –
SQA
761
Simon Quick Advisors
New Jersey
$10K +$10K +115 New
MRCM
762
M&R Capital Management
New Jersey
$9K -$12.6K -160 -58%
QAM
763
QCI Asset Management
New York
$9K – – –
AWMS
764
Advocacy Wealth Management Services
Georgia
$9K – – –
VFA
765
Valeo Financial Advisors
Indiana
$9K +$2.31K +27 +35%
KJWM
766
Kiley Juergens Wealth Management
Washington
$9K +$9K +119 New
PK
767
Pflug Koory
Nebraska
$8K – – –
SCA
768
Stuart Chaussee & Associates
California
$8K – – –
CCM
769
Cribstone Capital Management
Maine
$8K +$8K +100 New
Group One Trading
770
Group One Trading
Illinois
$8K +$8K +100 New
AWM
771
Avior Wealth Management
Nebraska
$7K +$3.96K +52 +130%
PCA
772
Providence Capital Advisors
North Carolina
$7K +$7K +80 New
FBT
773
First Bank & Trust
South Dakota
$7K +$7K +80 New
SP
774
SWS Partners
Ohio
$7K +$7K +85 New
PW
775
Price Wealth
Texas
$7K +$7K +90 New
29 30
31
32 33