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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 %
FEG
801
Financial Enhancement Group
Indiana
$5K – – –
LWANC
802
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5K +60 New
VNA
803
Valley National Advisers
Pennsylvania
$5K +$5K +65 New
EWM
804
Executive Wealth Management
Michigan
$5K +$5K +68 New
PWM
805
PRW Wealth Management
Massachusetts
$5K +$5K +79 New
DAM
806
Delta Asset Management
Tennessee
$4K – – –
CA
807
Centerpoint Advisors
Massachusetts
$4K – – –
NSIM
808
North Star Investment Management
Illinois
$4K – – –
HIM
809
Hillsdale Investment Management
Ontario, Canada
$3K -$1.71K -20 -36%
ME
810
McIlrath & Eck
Washington
$3K +$3K +37 New
CIM
811
Contravisory Investment Management
Massachusetts
$3K +$3K +41 New
OFW
812
Omnia Family Wealth
Florida
$2K – – –
TFA
813
Toth Financial Advisory
Virginia
$2K – – –
SFG
814
SevenBridge Financial Group
Pennsylvania
$2K – – –
JAM
815
JCIC Asset Management
Ontario, Canada
$2K – – –
GWMIA
816
Global Wealth Management Investment Advisory
Florida
$2K +$2K +22 New
JIR
817
James Investment Research
Ohio
$2K +$2K +24 New
JCM
818
Julex Capital Management
Massachusetts
$2K +$2K +27 New
LFG
819
LifePlan Financial Group
Ohio
$1K – – –
FCA
820
FinTrust Capital Advisors
South Carolina
$1K +$1K +14 New
FGC
821
Financial Gravity Companies
Texas
$1K +$1K +16 New
IVA
822
International Value Advisers
– -$47.5M -573,914 Closed
DSA
823
Davis Selected Advisers
Arizona
– -$25.8M -311,328 Closed
ESCM
824
Echo Street Capital Management
New York
– -$20.4M -246,979 Closed
BHC
825
Bowen Hanes & Co
Florida
– -$18.6M -225,285 Closed
31 32
33
34 35