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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 %
TIM
776
Tortoise Investment Management
New York
$7K +$7K +90 New
LWM
777
Lenox Wealth Management
Ohio
$6K – – –
FAM
778
Fred Alger Management
New York
$6K – – –
PGWM
779
Parisi Gray Wealth Management
New Jersey
$6K +$6K +73 New
AF
780
Allworth Financial
California
$5K – – –
FMP
781
Financial Management Professionals
Texas
$5K – – –
WC
782
Whitnell & Co
Illinois
$5K – – –
OC
783
Oakworth Capital
Alabama
$5K – – –
NIM
784
NuWave Investment Management
New Jersey
$5K +$5K +63 New
NSIM
785
North Star Investment Management
Illinois
$4K -$80K -1,000 -95%
HIM
786
Hillsdale Investment Management
Ontario, Canada
$4K -$444 -5 -10%
DAM
787
Delta Asset Management
Tennessee
$4K – – –
AWM
788
Aevitas Wealth Management
Massachusetts
$4K +$4K +51 New
SIM
789
Sonora Investment Management
Arizona
$3.91K +$3.91K +48 New
HR
790
Howe & Rusling
New York
$3K -$385 -5 -11%
FIB
791
First Interstate Bank
Montana
$3K – – –
MCM
792
Mainstay Capital Management
Michigan
$3K +$3K +40 New
PFA
793
Pathway Financial Advisors
Vermont
$3K +$3K +40 New
LFA
794
Legacy Financial Advisors
Kentucky
$3K +$3K +43 New
Walleye Trading
795
Walleye Trading
New York
$2.31K +$1.27K +15,539 +121%
VIA
796
Vantage Investment Advisors
Pennsylvania
$2K – – –
TFA
797
Toth Financial Advisory
Virginia
$2K +$2K +23 New
FHA
798
First Horizon Advisors
Tennessee
$2K +$2K +31 New
RIA
799
RPG Investment Advisory
California
$1K – – –
BWM
800
Baystate Wealth Management
Massachusetts
$1K – – –
30 31
32
33 34