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Marsh & McLennan
MMC

Overview Fund Activity

906 hedge funds and large institutions have $47.8B invested in Marsh & McLennan in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 324 increasing their positions, 319 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+29
Holders Change %
+3.31%
% of All Funds
18.62%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
106
Increased
324
Reduced
319
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$347M
3
Capital World Investors
3
Capital World Investors
California
$1.78B
4
Capital International Investors
4
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
2
BlackRock
New York
$4.36B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
4
APG Asset Management
Netherlands
$57.1M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
426
Essex Investment Management
Massachusetts
$1.51M -$353K -3,290 -19%
Bessemer Group
427
Bessemer Group
New Jersey
$1.5M -$126K -1,171 -8%
ANRIA
428
American National Registered Investment Advisor
Texas
$1.49M – – –
HWA
429
Heritage Wealth Advisors
Virginia
$1.49M – – –
CSIC
430
Clifford Swan Investment Counsel
California
$1.48M -$55.3K -515 -4%
FMT
431
First Mercantile Trust
Tennessee
$1.47M -$120K -1,119 -8%
HSA
432
HBK Sorce Advisory
Pennsylvania
$1.46M -$37.8K -352 -3%
CAM
433
Cresset Asset Management
Illinois
$1.43M +$116K +1,085 +9%
FT
434
Fiduciary Trust
Massachusetts
$1.43M +$55.9K +520 +4%
IRF
435
IBM Retirement Fund
New York
$1.42M -$16.7K -156 -1%
BHWM
436
Bar Harbor Wealth Management
New Hampshire
$1.42M -$619K -5,762 -30%
PAM
437
Panagora Asset Management
Massachusetts
$1.42M -$6.66K -62 -0.5%
Mirae Asset Global Investments
438
Mirae Asset Global Investments
South Korea
$1.41M -$3.85M -35,878 -73%
Fayez Sarofim & Co
439
Fayez Sarofim & Co
Texas
$1.4M – – –
P
440
Pitcairn
Pennsylvania
$1.38M +$6.12K +57 +0.4%
HIC
441
Hartline Investment Corp
Illinois
$1.37M – – –
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$1.36M – – –
S
443
Seeyond
France
$1.36M -$76.3K -710 -5%
PCM
444
Prelude Capital Management
New York
$1.36M +$1.36M +12,665 New
GAM
445
Gotham Asset Management
New York
$1.36M -$10.5M -97,861 -89%
ACM
446
Ativo Capital Management
Illinois
$1.35M +$1.35M +12,586 New
KWA
447
KCS Wealth Advisory
California
$1.35M +$142K +1,325 +12%
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.35M -$295K -2,749 -18%
FRA
449
Front Row Advisors
California
$1.33M – – –
SFS
450
Sowell Financial Services
Arkansas
$1.31M -$1.14M -10,574 -46%
16 17
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