MMC icon

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
+$469M
2
American Century Companies
American Century Companies
Missouri
+$186M
3
AAMU
Amundi Asset Management US
Massachusetts
+$92.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.5M
5
Morgan Stanley
Morgan Stanley
New York
+$55.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$140M
2
Ameriprise
Ameriprise
Minnesota
-$130M
3
Invesco
Invesco
Georgia
-$95.3M
4
Capital World Investors
Capital World Investors
California
-$86.7M
5
PI
PGGM Investments
Netherlands
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
426
Snowden Capital Advisors
New York
$1.47M -$10.5K -94 -0.7%
CB
427
Commerce Bank
Missouri
$1.45M +$326K +2,926 +29%
FT
428
Fiduciary Trust
Massachusetts
$1.43M -$18.6K -167 -1%
Fayez Sarofim & Co
429
Fayez Sarofim & Co
Texas
$1.42M – – –
NC
430
Northcape Capital
Australia
$1.42M -$102K -914 -7%
VFA
431
Voya Financial Advisors
Connecticut
$1.4M +$26.9K +241 +2%
FRA
432
Front Row Advisors
California
$1.4M -$4.46K -40 -0.3%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$1.36M – – –
CPA
434
Capital Planning Advisors
California
$1.36M +$90.8K +815 +7%
CAM
435
Cresset Asset Management
Illinois
$1.36M +$1.36M +12,225 New
AIC
436
Aurora Investment Counsel
Georgia
$1.35M -$711K -6,384 -35%
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.33M +$1K +9 +0.1%
PAM
438
Paradigm Asset Management
New York
$1.33M +$66.8K +600 +5%
RIL
439
Rothschild Investment LLC
Illinois
$1.32M +$1.32M +11,868 New
BAM
440
Bruderman Asset Management
New York
$1.32M -$57.9K -517 -4%
TCA
441
Transcend Capital Advisors
New Jersey
$1.32M +$1.32M +11,810 New
SAM
442
Sompo Asset Management
Japan
$1.31M -$1.11K -10 -0.1%
ACM
443
AlphaCrest Capital Management
New York
$1.29M -$252K -2,261 -16%
IA
444
Icon Advisers
Colorado
$1.29M +$1.29M +11,600 New
DBIA
445
Dumont & Blake Investment Advisors
New Jersey
$1.29M +$6.69K +60 +0.5%
HAG
446
HighPoint Advisor Group
Illinois
$1.28M +$14.4K +126 +1%
MWM
447
Minot Wealth Management
Massachusetts
$1.27M +$1.27M +11,205 New
CTA
448
Chesley Taft & Associates
Illinois
$1.26M -$3.34K -30 -0.3%
NG
449
NatWest Group
United Kingdom
$1.25M – – –
LW
450
Linscomb Wealth
Texas
$1.25M +$1.25M +11,235 New
16 17
18
19 20