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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
$3.23B
2
Capital World Investors
Capital World Investors
California
$1.66B
3
American Century Companies
American Century Companies
Missouri
$233M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$140M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$440M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.66B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$514M
3
AAMU
Amundi Asset Management US
Massachusetts
$386M
4
Ameriprise
Ameriprise
Minnesota
$382M
5
State Street
State Street
Massachusetts
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
776
Fred Alger Management
New York
$6K – – –
LWM
777
Lenox Wealth Management
Ohio
$6K – – –
PGWM
778
Parisi Gray Wealth Management
New Jersey
$6K – – –
FMB
779
Field & Main Bank
Kentucky
$6K +$6K +75 New
AF
780
Allworth Financial
California
$5K – – –
FMP
781
Financial Management Professionals
Texas
$5K – – –
WC
782
Whitnell & Co
Illinois
$5K – – –
FEG
783
Financial Enhancement Group
Indiana
$5K +$5K +58 New
Nomura Holdings
784
Nomura Holdings
Japan
$4.11K -$763 -9,256 -16%
PW
785
Price Wealth
Texas
$4K -$4K -45 -50%
AWM
786
Avior Wealth Management
Nebraska
$4K -$3.08K -40 -43%
NSIM
787
North Star Investment Management
Illinois
$4K – – –
DAM
788
Delta Asset Management
Tennessee
$4K – – –
OC
789
Oakworth Capital
Alabama
$4K – – –
AWM
790
Aevitas Wealth Management
Massachusetts
$4K – – –
HIM
791
Hillsdale Investment Management
Ontario, Canada
$4K +$400 +5 +11%
SIM
792
Sonora Investment Management
Arizona
$3.96K – – –
FIB
793
First Interstate Bank
Montana
$3K – – –
LFA
794
Legacy Financial Advisors
Kentucky
$3K – – –
MCM
795
Mainstay Capital Management
Michigan
$3K – – –
FHA
796
First Horizon Advisors
Tennessee
$3K +$553 +7 +23%
JAM
797
JCIC Asset Management
Ontario, Canada
$3K +$3K +31 New
MIFH
798
Migdal Insurance & Financial Holdings
Israel
$3K +$3K +34 New
SFM
799
Signet Financial Management
New Jersey
$3K +$3K +36 New
LFG
800
LifePlan Financial Group
Ohio
$3K +$3K +41 New
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