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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 %
GCA
851
Gideon Capital Advisors
New York
– -$280K -3,386 Closed
GLA
852
Great Lakes Advisors
Illinois
– -$279K -3,368 Closed
WIP
853
Wellesley Investment Partners
Massachusetts
– -$264K -3,198 Closed
SPC
854
Sigma Planning Corp
Michigan
– -$256K -3,092 Closed
LSAG
855
Lake Street Advisors Group
New Hampshire
– -$249K -3,013 Closed
QAM
856
Quantres Asset Management
Cayman Islands
– -$248K -3,000 Closed
HCM
857
Hengehold Capital Management
Ohio
– -$244K -2,947 Closed
FIM
858
Freedom Investment Management
Connecticut
– -$226K -2,668 Closed
IAA
859
Independent Advisor Alliance
North Carolina
– -$214K -2,592 Closed
WA
860
Waverly Advisors
Alabama
– -$211K -2,548 Closed
WCM
861
Wallace Capital Management
Texas
– -$202K -2,443 Closed
AA
862
Ancora Advisors
Ohio
– -$133K -1,600 Closed
EDRH
863
Edmond de Rothschild Holding
Switzerland
– -$122K -1,476 Closed
CPH
864
C Partners Holding
Switzerland
– -$115K -1,386 Closed
SWP
865
Stratos Wealth Partners
Ohio
– -$75K -904 Closed
APP
866
Avantax Planning Partners
Iowa
– -$57K -692 Closed
RMAM
867
Raab & Moskowitz Asset Management
New Jersey
– -$55K -676 Closed
MUS
868
Mitsubishi UFJ Securities
Japan
– -$52K -630 Closed
ICM
869
IMS Capital Management
Oregon
– -$50K -600 Closed
SPIA
870
Steward Partners Investment Advisory
New York
– -$47K -572 Closed
IP
871
Intellectus Partners
California
– -$44K -531 Closed
TFS
872
TrustCore Financial Services
Tennessee
– -$28K -337 Closed
AS
873
Altshuler Shaham
Israel
– -$24K -291 Closed
JFA
874
JNBA Financial Advisors
Minnesota
– -$15K -185 Closed
RFM
875
Royal Fund Management
Florida
– -$14K -173 Closed
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