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Marsh & McLennan
MMC

Overview Fund Activity

796 hedge funds and large institutions have $36.4B invested in Marsh & McLennan in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 277 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
18.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
56
Increased
277
Reduced
298
Closed
47
Calls
$28.7M
Puts
$25.9M
Net Calls
+$2.77M
Net Calls Change
+$522K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.59B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$323M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$646M
4
Norges Bank
4
Norges Bank
Norway
$441M
5
Deutsche Bank
5
Deutsche Bank
Germany
$272M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.31B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.1B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.49B
4
Invesco
4
Invesco
Georgia
$250M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
751
Rational Advisors
New York
$9K -$233K -2,691 -96%
NIM
752
NuWave Investment Management
New Jersey
$9K -$225K -2,601 -96%
FLI
753
Family Legacy Inc
South Carolina
$9K – – –
KJWM
754
Kiley Juergens Wealth Management
Washington
$9K +$75 +1 +0.8%
PAMG
755
Patton Albertson Miller Group
Tennessee
$9K +$9K +120 New
CCM
756
Cribstone Capital Management
Maine
$8K – – –
SCA
757
Stuart Chaussee & Associates
California
$8K – – –
PK
758
Pflug Koory
Nebraska
$8K – – –
KF
759
Krilogy Financial
Missouri
$8K +$8K +94 New
SGAM
760
Smith Group Asset Management
Texas
$7K -$1.56K -20 -18%
TIM
761
Tortoise Investment Management
New York
$7K – – –
AP
762
Atwood & Palmer
Missouri
$6K -$28K -350 -82%
FAM
763
Fred Alger Management
New York
$6K – – –
LWM
764
Lenox Wealth Management
Ohio
$6K – – –
FMB
765
Field & Main Bank
Kentucky
$6K – – –
PGWM
766
Parisi Gray Wealth Management
New Jersey
$6K – – –
MFBTD
767
MB Financial Bank - Trust Department
Illinois
$6K – – –
PFGIA
768
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +67 New
WC
769
Whitney & Co
New York
$6K +$6K +69 New
WC
770
Whitnell & Co
Illinois
$5K – – –
KL
771
KWMG LLC
Kansas
$5K – – –
FEG
772
Financial Enhancement Group
Indiana
$5K – – –
CA
773
Centerpoint Advisors
Massachusetts
$5K – – –
HIM
774
Hillsdale Investment Management
Ontario, Canada
$5K – – –
CIA
775
CSat Investment Advisory
Michigan
$5K +$545 +6 +12%
29 30
31
32 33