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

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$699M
5
UBS Group
5
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
326
Harrington Investments
California
$3.1M +$35K +350 +1%
KOCAA
327
Knights of Columbus Asset Advisors
Connecticut
$2.91M – – –
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$2.88M +$37.2K +372 +1%
SCA
329
Stokes Capital Advisors
South Carolina
$2.87M -$22.5K -225 -0.8%
ECM
330
ETrade Capital Management
Virginia
$2.83M -$2.99M -29,873 -51%
BCM
331
Becker Capital Management
Oregon
$2.83M -$35K -350 -1%
FGP
332
Foyston, Gordon, & Payne
Ontario, Canada
$2.82M -$123K -1,231 -4%
MYAM
333
Meiji Yasuda Asset Management
Japan
$2.82M -$30K -300 -1%
LPL Financial
334
LPL Financial
California
$2.8M +$182K +1,821 +7%
CGH
335
Crossmark Global Holdings
Texas
$2.8M -$133K -1,329 -5%
VLKIM
336
Van Lanschot Kempen Investment Management
Netherlands
$2.8M -$70.1K -700 -2%
LI
337
Lafayette Investments
Maryland
$2.78M -$16.4K -164 -0.6%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$2.73M -$163K -1,626 -6%
NSEDCP
339
NJ State Employees Deferred Compensation Plan
New Jersey
$2.7M – – –
HIM
340
Hotaling Investment Management
Pennsylvania
$2.7M -$306K -3,054 -10%
SF
341
Synovus Financial
Georgia
$2.67M +$97.2K +970 +4%
MML Investors Services
342
MML Investors Services
Massachusetts
$2.67M +$360K +3,597 +16%
KRS
343
Kentucky Retirement Systems
Kentucky
$2.6M +$213K +2,131 +9%
BE
344
Bonness Enterprises
District of Columbia
$2.58M – – –
AMI
345
Amica Mutual Insurance
Rhode Island
$2.53M -$1.2M -12,014 -32%
RIM
346
Rampart Investment Management
Connecticut
$2.51M -$284K -2,840 -10%
NA
347
Neuburgh Advisers
California
$2.48M +$8K +80 +0.3%
LTFS
348
Ladenburg Thalmann Financial Services
Florida
$2.47M +$232K +2,319 +10%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$2.44M -$120K -1,200 -5%
SLI
350
Sumitomo Life Insurance
Japan
$2.42M -$1.36M -13,547 -36%
12 13
14
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