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Marsh & McLennan
MMC

Overview Fund Activity

834 hedge funds and large institutions have $41.3B invested in Marsh & McLennan in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 66 closing their positions.

Holders
834
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
83
Increased
285
Reduced
297
Closed
66
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1B
2
BlackRock
2
BlackRock
New York
$4.07B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$703M
4
Citadel Advisors
4
Citadel Advisors
Florida
$201M
5
Goldman Sachs
5
Goldman Sachs
New York
$273M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.78B
3
AAMU
3
Amundi Asset Management US
Massachusetts
$503M
4
O
4
OppenheimerFunds
New York
$74.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
751
BerganKDV Wealth Management
Minnesota
$32K 339 – –
CH
752
Canton Hathaway
Rhode Island
$30K 325 +325 New
KPW
753
Kore Private Wealth
New York
$28K 293 -764 -72%
IBOK
754
Independence Bank of Kentucky
Kentucky
$28K 300 -100 -25%
TFO
755
Tarbox Family Office
California
$28K 299 – –
TL
756
TrueWealth LLC
Georgia
$28K 301 – –
YWP
757
YorkBridge Wealth Partners
New York
$28K 300 +74 +33%
Lazard Asset Management
758
Lazard Asset Management
New York
$27K 297 -41 -12%
M
759
MOTCO
Texas
$26K 277 – –
CFGS
760
Concourse Financial Group Securities
Alabama
$26K 286 +7 +3%
Twin Tree Management
761
Twin Tree Management
Texas
$24K 259 -1,521 -85%
PMFA
762
Plante Moran Financial Advisors
Michigan
$24K 251 -82 -25%
ESB
763
Essex Savings Bank
Connecticut
$24K 253 +1 +0.4%
AWMS
764
Advocacy Wealth Management Services
Georgia
$21K 222 -106 -32%
EARNEST Partners
765
EARNEST Partners
Georgia
$21K 220 – –
CAC
766
Certified Advisory Corp
Florida
$21K 220 – –
CIAS
767
Capital Investment Advisory Services
North Carolina
$20K 211 – –
CHP
768
Cable Hill Partners
Oregon
$20K 214 – –
FHA
769
First Horizon Advisors
Tennessee
$20K 214 +23 +12%
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K 193 – –
AOWM
771
Alpha Omega Wealth Management
Virginia
$17K 185 – –
IA
772
IFP Advisors
Florida
$15K 164 -2,170 -93%
HDIM
773
Hanson & Doremus Investment Management
Vermont
$15K 163 – –
SMG
774
Spectrum Management Group
Indiana
$15K 160 – –
BFEC
775
Benjamin F. Edwards & Company
Missouri
$15K 156 – –
29 30
31
32 33