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Marsh & McLennan
MMC

Overview Fund Activity

834 hedge funds and large institutions have $41.3B invested in Marsh & McLennan in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 66 closing their positions.

Holders
834
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
83
Increased
285
Reduced
297
Closed
66
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1B
2
BlackRock
2
BlackRock
New York
$4.07B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$703M
4
Citadel Advisors
4
Citadel Advisors
Florida
$201M
5
Goldman Sachs
5
Goldman Sachs
New York
$273M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.78B
3
AAMU
3
Amundi Asset Management US
Massachusetts
$503M
4
O
4
OppenheimerFunds
New York
$74.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
801
Lenox Wealth Management
Ohio
$7K 75 – –
PFO
802
Pathstone Family Office
New Jersey
$7K 70 +70 New
SIM
803
Sonora Investment Management
Arizona
$7K 79 +79 New
LF
804
Lee Financial
Texas
$6K 67 +67 New
Parallax Volatility Advisers
805
Parallax Volatility Advisers
California
$5K 56 -24,356 -100%
EWM
806
Executive Wealth Management
Michigan
$5K 58 -10 -15%
NSIM
807
North Star Investment Management
Illinois
$5K 50 – –
FEG
808
Financial Enhancement Group
Indiana
$5K 58 – –
DAM
809
Delta Asset Management
Tennessee
$5K 54 – –
CA
810
Centerpoint Advisors
Massachusetts
$5K 55 – –
HR
811
Howe & Rusling
New York
$4K 47 -293 -86%
VNA
812
Valley National Advisers
Pennsylvania
$4K 46 -19 -29%
CIM
813
Contravisory Investment Management
Massachusetts
$4K 41 – –
OFW
814
Omnia Family Wealth
Florida
$4K 44 +19 +76%
GSWM
815
Golden State Wealth Management
California
$4K 46 +46 New
LWANC
816
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K 30 -30 -50%
ME
817
McIlrath & Eck
Washington
$3K 37 – –
JAM
818
JCIC Asset Management
Ontario, Canada
$3K 31 – –
HIM
819
Hillsdale Investment Management
Ontario, Canada
$3K 35 – –
DOA
820
D'Orazio & Associates
Virginia
$3K 29 +29 New
JCM
821
Julex Capital Management
Massachusetts
$2.54K 27 – –
TFA
822
Toth Financial Advisory
Virginia
$2K 23 – –
GWMIA
823
Global Wealth Management Investment Advisory
Florida
$2K 22 – –
SFG
824
SevenBridge Financial Group
Pennsylvania
$2K 20 – –
IRC
825
Investors Research Corp
Georgia
$2K 21 +21 New
31 32
33
34 35