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Marsh & McLennan
MMC

Overview Fund Activity

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$665M
3
FPP
Findlay Park Partners
United Kingdom
$415M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.99B
5
Morgan Stanley
Morgan Stanley
New York
$289M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.86B
3
NLI
Nippon Life Insurance
Japan
$471M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$941M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
BII
251
Bainco International Investors
Massachusetts
$7.59M -$223K -1,945 -3%
MOACM
252
Mutual of America Capital Management
New York
$7.57M -$403K -3,511 -5%
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$7.18M -$154K -1,347 -2%
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$7.13M +$2.61M +22,732 +58%
Brown Advisory
255
Brown Advisory
Maryland
$7.12M +$21.8K +190 +0.3%
Bank Julius Baer & Co
256
Bank Julius Baer & Co
Switzerland
$7.09M +$1.97M +17,142 +38%
X
257
Xponance
Pennsylvania
$7.05M -$4.02K -35 -0.1%
SWM
258
Segment Wealth Management
Texas
$7.04M -$31.3K -273 -0.4%
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.02M +$1.38M +12,010 +24%
AIMCA
260
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.97M -$2.04M -17,800 -23%
OPCM
261
Osborne Partners Capital Management
California
$6.95M -$22.4K -195 -0.3%
CLOS
262
Compagnie Lombard Odier SCmA
Switzerland
$6.91M -$57.4K -500 -0.8%
CVSCT
263
C.V. Starr & Co Trust
New York
$6.88M – – –
PSUF
264
People's United Financial
Connecticut
$6.75M +$395K +3,442 +6%
FGP
265
Foyston, Gordon, & Payne
Ontario, Canada
$6.67M -$242K -2,107 -3%
GP
266
Girard Partners
Pennsylvania
$6.57M -$143K -1,244 -2%
Osaic Holdings
267
Osaic Holdings
Arizona
$6.46M +$165K +1,446 +3%
HNB
268
Huntington National Bank
Ohio
$6.44M -$217K -1,895 -3%
ACM
269
Azimuth Capital Management
Michigan
$6.34M -$10.1M -87,829 -61%
PP
270
Prospector Partners
Connecticut
$6.34M +$510K +4,450 +9%
OSIA
271
O'Shares Investment Advisers
Massachusetts
$6.33M +$2.64M +22,987 +71%
PP
272
Paloma Partners
Connecticut
$6.25M +$3.74M +32,578 +149%
CWM
273
Calamos Wealth Management
Illinois
$6.23M +$1.55M +13,503 +33%
FAB
274
First American Bank
Illinois
$6.23M -$66K -575 -1%
CP
275
Cumberland Partners
Ontario, Canada
$6.17M -$121K -1,057 -2%
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