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Marsh & McLennan
MMC

Overview Fund Activity

921 hedge funds and large institutions have $49.8B invested in Marsh & McLennan in 2019 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 280 increasing their positions, 318 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+88
Holders Change %
+10.56%
% of All Funds
18.19%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
146
Increased
280
Reduced
318
Closed
44
Calls
$26.7M
Puts
$21.6M
Net Calls
+$5.16M
Net Calls Change
-$4.73M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.41B
2
American Century Companies
American Century Companies
Missouri
$328M
3
AAMU
Amundi Asset Management US
Massachusetts
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.71B
5
Morgan Stanley
Morgan Stanley
New York
$204M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
Ameriprise
Minnesota
$499M
3
Invesco
Invesco
Georgia
$281M
4
Capital World Investors
Capital World Investors
California
$1.66B
5
PI
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
301
TRUE Private Wealth Advisors
Oregon
$4.84M -$8.47K -76 -0.2%
SC
302
Scotia Capital
Ontario, Canada
$4.83M +$474K +4,258 +11%
PIA
303
Piedmont Investment Advisors
North Carolina
$4.77M +$226K +2,026 +5%
RJFSA
304
Raymond James Financial Services Advisors
Florida
$4.75M +$122K +1,099 +3%
ORI
305
Oak Ridge Investments
Illinois
$4.66M +$4.66M +41,780 New
D.E. Shaw & Co
306
D.E. Shaw & Co
New York
$4.65M +$2.68M +24,029 +136%
CGH
307
Crossmark Global Holdings
Texas
$4.61M +$1.49M +13,383 +48%
CAM
308
Close Asset Management
United Kingdom
$4.52M -$158K -1,415 -3%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$4.39M – – –
RBA
310
Richard Bernstein Advisors
New York
$4.22M -$1.29M -11,583 -23%
WAM
311
World Asset Management
Michigan
$4.18M +$7.24K +65 +0.2%
LCM
312
Logan Capital Management
Pennsylvania
$4.17M -$67.1K -602 -2%
AAM
313
Auxier Asset Management
Oregon
$4.16M – – –
PAG
314
Private Advisor Group
New Jersey
$4.16M -$803K -7,211 -16%
Schroder Investment Management Group
315
Schroder Investment Management Group
United Kingdom
$4.13M -$7.23M -64,864 -64%
Franklin Resources
316
Franklin Resources
California
$4.13M +$218K +1,960 +6%
JG
317
Jefferies Group
New York
$4.1M +$3.09M +27,767 +309%
CM
318
Churchill Management
California
$4.08M -$41.7K -374 -1%
AAF
319
Andra AP-fonden
Sweden
$4.06M -$1.86M -16,700 -31%
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$4.03M +$216K +1,939 +6%
Creative Planning
321
Creative Planning
Kansas
$4.02M +$531K +4,767 +15%
VanEck Associates
322
VanEck Associates
New York
$3.97M +$2.06M +18,454 +107%
IG
323
ING Group
Netherlands
$3.86M +$336K +3,018 +10%
IIM
324
Ipswich Investment Management
Massachusetts
$3.85M -$14.5K -130 -0.4%
ACC
325
Accident Compensation Corp
New Zealand
$3.68M – – –
11 12
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