MMC icon

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 %
OAM
376
Oppenheimer Asset Management
New York
$1.91M +$37.3K +373 +2%
V
377
Veritable
Delaware
$1.89M +$26.8K +268 +1%
CCP
378
Corient Capital Partners
California
$1.85M +$103K +1,026 +6%
AIC
379
Aurora Investment Counsel
Georgia
$1.85M +$16.6K +166 +0.9%
FA
380
FDx Advisors
Illinois
$1.84M -$710K -7,100 -28%
EIM
381
Essex Investment Management
Massachusetts
$1.84M -$245K -2,444 -12%
ECM
382
Everence Capital Management
Indiana
$1.83M – – –
BCM
383
Bridgeway Capital Management
Texas
$1.82M – – –
NEI
384
Northwest & Ethical Investments
Ontario, Canada
$1.81M +$250K +2,495 +16%
HT
385
Heritage Trust
Oklahoma
$1.79M +$1.14M +11,398 +176%
SBWIC
386
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.78M -$72.5K -725 -4%
D.E. Shaw & Co
387
D.E. Shaw & Co
New York
$1.77M -$8.61M -86,099 -83%
RFA
388
Reilly Financial Advisors
California
$1.74M -$134K -1,335 -7%
WF
389
Welch & Forbes
Massachusetts
$1.73M – – –
VanEck Associates
390
VanEck Associates
New York
$1.72M +$165K +1,647 +11%
FMT
391
First Mercantile Trust
Tennessee
$1.72M -$446K -4,462 -21%
Cambridge Investment Research Advisors
392
Cambridge Investment Research Advisors
Iowa
$1.67M +$34.8K +348 +2%
GCA
393
Genesee Capital Advisors
New York
$1.67M +$118K +1,177 +8%
BCWM
394
Blue Chip Wealth Management
Florida
$1.66M -$18.7K -187 -1%
RC
395
RegentAtlantic Capital
New Jersey
$1.65M +$100 +1 +0%
CSIC
396
Clifford Swan Investment Counsel
California
$1.62M -$50K -500 -3%
RFC
397
Regions Financial Corp
Alabama
$1.6M +$46.6K +466 +3%
Teacher Retirement System of Texas
398
Teacher Retirement System of Texas
Texas
$1.58M +$1.58M +15,799 New
OI
399
Oakbrook Investments
Illinois
$1.57M +$1.57M +15,650 New
CI
400
Cigna Investments
Connecticut
$1.54M +$72K +695 +5%
14 15
16
17 18