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Marsh & McLennan
MMC

Overview Fund Activity

833 hedge funds and large institutions have $44.4B invested in Marsh & McLennan in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 312 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
66
Increased
276
Reduced
312
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$847M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.52B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
4
UBS AM
UBS AM
Illinois
$598M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$699M
5
UBS Group
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
276
Soros Fund Management
New York
$5.11M – – –
KBC Group
277
KBC Group
Belgium
$5.08M +$19.9K +199 +0.4%
TAM
278
Tradition Asset Management
Virginia
$5.03M +$13.5K +135 +0.3%
Capital Fund Management (CFM)
279
Capital Fund Management (CFM)
France
$5.02M -$19.7M -197,100 -80%
MSE
280
MUFG Securities EMEA
United Kingdom
$5M +$5M +50,000 New
RBA
281
Richard Bernstein Advisors
New York
$4.95M -$774K -7,738 -14%
OPERF
282
Oregon Public Employees Retirement Fund
Oregon
$4.93M -$898K -8,977 -15%
BUB
283
BBVA USA Bancshares
Texas
$4.89M -$746K -7,458 -13%
CIS
284
Capital International Sarl
California
$4.86M -$1.99M -19,900 -29%
GFPC
285
Global Financial Private Capital
Florida
$4.81M -$617K -6,167 -11%
DA
286
Duality Advisers
Florida
$4.69M +$1.16M +11,550 +33%
WBC
287
Westpac Banking Corp
Australia
$4.67M -$10K -100 -0.2%
NC
288
NBW Capital
Massachusetts
$4.58M -$151K -1,512 -3%
PAG
289
Private Advisor Group
New Jersey
$4.48M +$371K +3,690 +9%
WT
290
Whittier Trust
California
$4.45M +$3.11M +31,137 +233%
HVIA
291
Hudson Valley Investment Advisors
New York
$4.45M +$37K +370 +0.8%
PSUF
292
People's United Financial
Connecticut
$4.39M -$551K -5,512 -11%
KA
293
Kintegral Advisory
New York
$4.37M – – –
TPWA
294
TRUE Private Wealth Advisors
Oregon
$4.35M – – –
EP
295
Elkfork Partners
Oregon
$4.35M +$14K +140 +0.3%
OCM
296
Olstein Capital Management
New York
$4.28M -$200K -2,000 -4%
CAM
297
Close Asset Management
United Kingdom
$4.2M -$60K -600 -1%
RJFSA
298
Raymond James Financial Services Advisors
Florida
$4.15M +$357K +3,566 +9%
PIA
299
Piedmont Investment Advisors
North Carolina
$4.08M +$53.5K +535 +1%
NMERB
300
New Mexico Educational Retirement Board
New Mexico
$3.95M -$190K -1,900 -5%
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