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Marsh & McLennan
MMC

Overview Fund Activity

814 hedge funds and large institutions have $35.9B invested in Marsh & McLennan in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 244 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+7
Holders Change %
+0.87%
% of All Funds
18.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
86
Increased
244
Reduced
323
Closed
70
Calls
$41.1M
Puts
$37.2M
Net Calls
+$3.89M
Net Calls Change
+$10.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$303M
2
Capital World Investors
Capital World Investors
California
+$302M
3
American Century Companies
American Century Companies
Missouri
+$142M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$107M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$308M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$162M
3
AAMU
Amundi Asset Management US
Massachusetts
-$136M
4
Ameriprise
Ameriprise
Minnesota
-$136M
5
State Street
State Street
Massachusetts
-$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
751
EARNEST Partners
Georgia
$18K – – –
AS
752
Altshuler Shaham
Israel
$17K -$2.19K -26 -11%
SC
753
Slow Capital
California
$16K -$49K -585 -75%
AOWM
754
Alpha Omega Wealth Management
Virginia
$15K – – –
RFM
755
Royal Fund Management
Florida
$14K – – –
BFEC
756
Benjamin F. Edwards & Company
Missouri
$13K – – –
SQA
757
Simon Quick Advisors
New Jersey
$13K +$3.23K +38 +33%
RFA
758
Reilly Financial Advisors
California
$13K +$13K +152 New
LF
759
Lee Financial
Texas
$13K +$13K +161 New
WIM
760
Westside Investment Management
California
$12.6K – – –
DBT
761
Dubuque Bank & Trust
Iowa
$12K -$5.3K -64 -31%
NC
762
NewSquare Capital
Pennsylvania
$11K – – –
THWM
763
Taylor Hoffman Wealth Management
Virginia
$11K – – –
BBA
764
Braun-Bostich & Associates
Pennsylvania
$11K – – –
MFBTD
765
MB Financial Bank - Trust Department
Illinois
$10K -$317 -4 -3%
SGAM
766
Smith Group Asset Management
Texas
$10K – – –
MRCM
767
M&R Capital Management
New Jersey
$9K – – –
AWMS
768
Advocacy Wealth Management Services
Georgia
$9K – – –
PFO
769
Pathstone Family Office
New Jersey
$9K +$9K +107 New
PK
770
Pflug Koory
Nebraska
$8K – – –
SCA
771
Stuart Chaussee & Associates
California
$8K – – –
CCM
772
Cribstone Capital Management
Maine
$8K – – –
FMA
773
FNY Managed Accounts
New York
$8K +$6.64K +88 +489%
TIM
774
Tortoise Investment Management
New York
$7K – – –
OFW
775
Omnia Family Wealth
Florida
$6K -$7.87K -97 -57%
29 30
31
32 33