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Marsh & McLennan
MMC

Overview Fund Activity

877 hedge funds and large institutions have $38.6B invested in Marsh & McLennan in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 311 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-44
Holders Change %
-4.78%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.27%
New
85
Increased
311
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$129M
3
BlackRock
BlackRock
New York
+$107M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$93.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
3
UBS Group
UBS Group
Switzerland
-$141M
4
AAMU
Amundi Asset Management US
Massachusetts
-$125M
5
AC
Alleghany Corporation
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
426
Heritage Wealth Advisors
Virginia
$1.2M -$1.04K -12 -0.1%
Federated Hermes
427
Federated Hermes
Pennsylvania
$1.17M -$47.1K -545 -4%
IRF
428
IBM Retirement Fund
New York
$1.16M +$391K +4,520 +51%
PAM
429
Panagora Asset Management
Massachusetts
$1.15M -$11.3K -131 -1%
UFF
430
USA Financial Formulas
Michigan
$1.14M +$1.14M +13,154 New
Fayez Sarofim & Co
431
Fayez Sarofim & Co
Texas
$1.13M +$22.2K +257 +2%
P
432
Pitcairn
Pennsylvania
$1.11M +$441K +5,100 +66%
FT
433
Fiduciary Trust
Massachusetts
$1.1M -$9.6K -111 -0.9%
HIC
434
Hartline Investment Corp
Illinois
$1.1M +$248K +2,864 +29%
VC
435
Voit & Company
Wisconsin
$1.09M -$62.2K -720 -5%
MF
436
Magnetar Financial
Illinois
$1.09M +$1.09M +12,606 New
HAG
437
HighPoint Advisor Group
Illinois
$1.08M +$32.5K +348 +3%
CS
438
Cannell & Spears
New York
$1.08M +$120K +1,384 +12%
BAM
439
Bruderman Asset Management
New York
$1.07M +$107K +1,303 +11%
SM
440
Sciencast Management
New Jersey
$1.07M -$1.24M -15,215 -54%
CAM
441
Cresset Asset Management
Illinois
$1.06M +$3.29K +38 +0.3%
Marshall Wace
442
Marshall Wace
United Kingdom
$1.05M +$1.04M +12,075 +172,500%
PAM
443
Paradigm Asset Management
New York
$1.03M – – –
CPA
444
Capital Planning Advisors
California
$1.03M -$29.6K -343 -3%
RIL
445
Rothschild Investment LLC
Illinois
$1.03M – – –
TCA
446
Transcend Capital Advisors
New Jersey
$1.03M -$4.53K -52 -0.4%
AC
447
Avestar Capital
New York
$1M +$1M +11,617 New
IA
448
Icon Advisers
Colorado
$1M – – –
DBIA
449
Dumont & Blake Investment Advisors
New Jersey
$990K -$11.1K -129 -1%
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$983K +$818K +9,456 +494%
16 17
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