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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 %
Wealthfront Advisers
376
Wealthfront Advisers
California
$2.44M +$113K +1,014 +5%
PS
377
Pensionfund Sabic
Netherlands
$2.42M – – –
AFAS
378
Acorn Financial Advisory Services
Virginia
$2.41M +$2.41M +21,585 New
Daiwa Securities Group
379
Daiwa Securities Group
Japan
$2.4M – – –
AG
380
Advisor Group
Arizona
$2.37M -$99.4K -892 -4%
NIC
381
Northwest Investment Counselors
Oregon
$2.34M +$50.5K +453 +2%
AAMU
382
AEGON Asset Management (UK)
United Kingdom
$2.31M – – –
OAM
383
Oppenheimer Asset Management
New York
$2.25M +$128K +1,151 +6%
RC
384
RBF Capital
California
$2.23M – – –
BHWM
385
Bar Harbor Wealth Management
New Hampshire
$2.23M -$9.25K -83 -0.4%
ECM
386
ExodusPoint Capital Management
New York
$2.22M +$1.8M +16,164 +431%
RA
387
Rational Advisors
New York
$2.2M +$2.13M +19,105 +3,163%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$2.18M +$36K +323 +2%
CCP
389
Corient Capital Partners
California
$2.15M +$83.4K +749 +4%
V
390
Veritable
Delaware
$2.14M +$29.1K +261 +1%
HT
391
Heritage Trust
Oklahoma
$2.11M +$125K +1,122 +6%
EIM
392
Essex Investment Management
Massachusetts
$2.05M – – –
ECM
393
Everence Capital Management
Indiana
$1.99M -$49.1K -441 -2%
PWLP
394
Prio Wealth Limited Partnership
Massachusetts
$1.98M -$551K -4,950 -22%
RFA
395
Reilly Financial Advisors
California
$1.95M +$19.5K +175 +1%
EAM
396
Erste Asset Management
Austria
$1.9M -$280K -2,500 -13%
BCWM
397
Blue Chip Wealth Management
Florida
$1.87M +$20.7K +186 +1%
SFS
398
Sowell Financial Services
Arkansas
$1.86M -$314K -2,822 -14%
GCA
399
Genesee Capital Advisors
New York
$1.84M -$20.6K -185 -1%
RC
400
RegentAtlantic Capital
New Jersey
$1.83M -$9.8K -88 -0.5%
14 15
16
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