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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 %
Rockefeller Capital Management
776
Rockefeller Capital Management
New York
$4K -$46.8K -550 -92%
DAM
777
Delta Asset Management
Tennessee
$4K – – –
NSIM
778
North Star Investment Management
Illinois
$4K – – –
AWM
779
Aevitas Wealth Management
Massachusetts
$4K +$77 +1 +2%
JAM
780
JCIC Asset Management
Ontario, Canada
$3K – – –
SFM
781
Signet Financial Management
New Jersey
$3K – – –
AWM
782
Avior Wealth Management
Nebraska
$3K – – –
MCM
783
Mainstay Capital Management
Michigan
$3K – – –
OFW
784
Omnia Family Wealth
Florida
$2K -$3.92K -49 -66%
TFA
785
Toth Financial Advisory
Virginia
$2K – – –
VIA
786
Vantage Investment Advisors
Pennsylvania
$2K – – –
SFG
787
SevenBridge Financial Group
Pennsylvania
$2K – – –
FGAM
788
Financial Gravity Asset Management
Texas
$2K +$421 +4 +27%
FRA
789
Front Row Advisors
California
$1.04K -$8 -106 -0.8%
BWM
790
Baystate Wealth Management
Massachusetts
$1K – – –
GWA
791
Guidant Wealth Advisors
Illinois
$1K – – –
LFG
792
LifePlan Financial Group
Ohio
$1K – – –
FPB
793
First PREMIER Bank
South Dakota
$1K +$1K +13 New
ACM
794
Advent Capital Management
New York
$1K +$1K +15 New
WKWM
795
Walter & Keenan Wealth Management
Indiana
$265 – – –
Renaissance Technologies
796
Renaissance Technologies
New York
– -$21.6M -262,900 Closed
JIM
797
Jupiter Investment Management
United Kingdom
– -$13.2M -161,138 Closed
TMAM
798
Tokio Marine Asset Management
Japan
– -$11.3M -137,413 Closed
Two Sigma Investments
799
Two Sigma Investments
New York
– -$9.16M -111,729 Closed
CIP
800
Chartwell Investment Partners
Pennsylvania
– -$2.4M -29,236 Closed
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