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Marsh & McLennan
MMC

Overview Fund Activity

793 hedge funds and large institutions have $35.8B invested in Marsh & McLennan in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
-21
Holders Change %
-2.58%
% of All Funds
18.18%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
50
Increased
297
Reduced
262
Closed
66
Calls
$38.5M
Puts
$36.3M
Net Calls
+$2.25M
Net Calls Change
-$1.64M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.33B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$558M
3
Norges Bank
Norges Bank
Norway
$320M
4
AAMU
Amundi Asset Management US
Massachusetts
$446M
5
American Century Companies
American Century Companies
Missouri
$280M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$154M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$197M
3
GT
Glenmede Trust
Pennsylvania
$67.3M
4
Barclays
Barclays
United Kingdom
$35.2M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
751
Live Your Vision
Pennsylvania
$8K +$8K +100 New
TIM
752
Tortoise Investment Management
New York
$7K – – –
MFBTD
753
MB Financial Bank - Trust Department
Illinois
$6K -$4.5K -54 -43%
FMB
754
Field & Main Bank
Kentucky
$6K – – –
OFW
755
Omnia Family Wealth
Florida
$6K – – –
PGWM
756
Parisi Gray Wealth Management
New Jersey
$6K – – –
FAM
757
Fred Alger Management
New York
$6K – – –
LWM
758
Lenox Wealth Management
Ohio
$6K – – –
AIL
759
AGF Investments LLC
Ontario, Canada
$5.26K -$485 -5,914 -8%
AF
760
Allworth Financial
California
$5K – – –
FMP
761
Financial Management Professionals
Texas
$5K – – –
WC
762
Whitnell & Co
Illinois
$5K – – –
FEG
763
Financial Enhancement Group
Indiana
$5K – – –
HIM
764
Hillsdale Investment Management
Ontario, Canada
$5K +$455 +5 +10%
LFA
765
Legacy Financial Advisors
Kentucky
$5K +$1.48K +18 +42%
CA
766
Centerpoint Advisors
Massachusetts
$5K +$5K +55 New
KL
767
KWMG LLC
Kansas
$5K +$5K +57 New
AS
768
Altshuler Shaham
Israel
$4K -$14K -157 -78%
NSIM
769
North Star Investment Management
Illinois
$4K – – –
SIM
770
Sonora Investment Management
Arizona
$4K – – –
AWM
771
Aevitas Wealth Management
Massachusetts
$4K – – –
DAM
772
Delta Asset Management
Tennessee
$4K – – –
CDIA
773
Capital Directions Investment Advisors
Georgia
$4K +$4K +44 New
CIA
774
CSat Investment Advisory
Michigan
$4K +$4K +49 New
SQA
775
Simon Quick Advisors
New Jersey
$3K -$6.77K -106 -69%
29 30
31
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