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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 %
Mercer Global Advisors
426
Mercer Global Advisors
Colorado
$1.26M +$7K +70 +0.6%
JWM
427
Jackson Wealth Management
Florida
$1.26M +$55.7K +577 +5%
FRA
428
Front Row Advisors
California
$1.26M – – –
Assenagon Asset Management
429
Assenagon Asset Management
Luxembourg
$1.23M +$50K +500 +4%
VFA
430
Voya Financial Advisors
Connecticut
$1.22M +$89K +892 +8%
WTC
431
WhitTier Trust Company
Nevada
$1.21M +$973K +9,726 +404%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.2M +$128K +1,281 +12%
SAM
433
Sompo Asset Management
Japan
$1.17M +$4K +40 +0.3%
DBIA
434
Dumont & Blake Investment Advisors
New Jersey
$1.15M -$5.5K -55 -0.5%
AG
435
AlphaSimPlex Group
Massachusetts
$1.15M -$275K -2,750 -19%
HAG
436
HighPoint Advisor Group
Illinois
$1.15M +$43K +416 +4%
LSCM
437
LaSalle Street Capital Management
Illinois
$1.14M – – –
CPA
438
Capital Planning Advisors
California
$1.14M -$54.6K -546 -5%
PAM
439
Paradigm Asset Management
New York
$1.13M -$260K -2,600 -19%
CTA
440
Chesley Taft & Associates
Illinois
$1.13M -$4.5K -45 -0.4%
NG
441
NatWest Group
United Kingdom
$1.13M – – –
AI
442
Atria Investments
North Carolina
$1.11M +$49K +490 +5%
CS
443
Cannell & Spears
New York
$1.11M – – –
PA
444
Profund Advisors
Maryland
$1.1M -$226K -2,255 -17%
LNC
445
Lincoln National Corp
Pennsylvania
$1.09M -$94.1K -941 -8%
PTC
446
Private Trust Company
Ohio
$1.09M +$56.4K +564 +5%
JHP
447
James Hambro & Partners
United Kingdom
$1.08M +$1.08M +10,786 New
FPS
448
Fieldpoint Private Securities
Connecticut
$1.08M -$162K -1,620 -13%
ATC
449
Argent Trust Co
Tennessee
$1.08M +$633K +6,330 +143%
CB
450
Commerce Bank
Missouri
$1.01M +$25.1K +251 +3%
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