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Marsh & McLennan
MMC

Overview Fund Activity

824 hedge funds and large institutions have $34.4B invested in Marsh & McLennan in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+28
Holders Change %
+3.52%
% of All Funds
18.39%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
107
Increased
259
Reduced
300
Closed
72
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M

Top Buyers

1
BlackRock
BlackRock
New York
$3.38B
2
Citadel Advisors
Citadel Advisors
Florida
$103M
3
AC
Alleghany Corporation
New York
$79.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.47B
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$213M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$134M
2
O
OppenheimerFunds
New York
$138M
3
Norges Bank
Norges Bank
Norway
$330M
4
Primecap Management
Primecap Management
California
$712M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$97.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
776
Allworth Financial
California
$13K – – –
VanEck Associates
777
VanEck Associates
New York
$13K +$13K +160 New
SMG
778
Spectrum Management Group
Indiana
$13K +$13K +160 New
AIM
779
Assured Investment Management
New York
$13K +$13K +162 New
BFEC
780
Benjamin F. Edwards & Company
Missouri
$12K – – –
MRCM
781
M&R Capital Management
New Jersey
$11K – – –
NC
782
NewSquare Capital
Pennsylvania
$11K – – –
THWM
783
Taylor Hoffman Wealth Management
Virginia
$11K – – –
CQS
784
Credential Qtrade Securities
$10.5K – – –
FNC
785
First National Corp
Massachusetts
$10K +$10K +120 New
CFA
786
Clarfeld Financial Advisors
New York
$10K +$10K +120 New
FLI
787
Family Legacy Inc
South Carolina
$9K – – –
SCA
788
Stuart Chaussee & Associates
California
$8K – – –
PK
789
Pflug Koory
Nebraska
$8K – – –
CA
790
Claro Advisors
Massachusetts
$8K +$8K +91 New
RCG
791
Ruggie Capital Group
Florida
$8K +$8K +99 New
SGAM
792
Smith Group Asset Management
Texas
$7K – – –
TIM
793
Tortoise Investment Management
New York
$7K – – –
PWMG
794
Prestige Wealth Management Group
New Jersey
$7K +$7K +85 New
WPW
795
Winthrop Partners - WNY
New York
$6.14K -$36.6K -459 -86%
LWM
796
Lenox Wealth Management
Ohio
$6K – – –
MFBTD
797
MB Financial Bank - Trust Department
Illinois
$6K – – –
AP
798
Atwood & Palmer
Missouri
$6K – – –
PGWM
799
Parisi Gray Wealth Management
New Jersey
$6K – – –
CIA
800
CSat Investment Advisory
Michigan
$6K +$1.48K +18 +33%
30 31
32
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