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Marsh & McLennan
MMC

Overview Fund Activity

844 hedge funds and large institutions have $44.2B invested in Marsh & McLennan in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
296
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$527M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.28B
4
A
AustralianSuper
Australia
$180M
5
Capital Research Global Investors
Capital Research Global Investors
California
$403M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.22B
3
Artisan Partners
Artisan Partners
Wisconsin
$558M
4
BlackRock
BlackRock
New York
$4.2B
5
UIM
USS Investment Management
United Kingdom
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
451
HighPoint Advisor Group
Illinois
$1.08M +$16.7K +165 +2%
SAMC
452
Spectrum Asset Management (California)
California
$1.07M +$1.07M +10,690 New
KRSITF
453
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.06M +$62.1K +622 +6%
AI
454
Atria Investments
North Carolina
$1.04M +$197K +2,011 +23%
PTC
455
Private Trust Company
Ohio
$1.03M -$55.8K -560 -5%
HIC
456
Hartline Investment Corp
Illinois
$998K – – –
WIC
457
Wilkins Investment Counsel
Massachusetts
$997K – – –
WA1
458
Wimmer Associates 1
California
$977K +$100 +1 +0%
CB
459
Commerce Bank
Missouri
$977K +$102K +1,023 +12%
ACM
460
Allred Capital Management
Texas
$967K -$9.69K -95 -1%
FWCM
461
Ferguson Wellman Capital Management
Oregon
$946K – – –
RIM
462
Redpoint Investment Management
Australia
$943K – – –
EWM
463
Evercore Wealth Management
New York
$939K – – –
BPC
464
Banque Pictet & Cie
Switzerland
$938K -$661K -6,625 -41%
UCFA
465
United Capital Financial Advisors
Texas
$931K -$30.1K -302 -3%
IRF
466
IBM Retirement Fund
New York
$928K +$10.6K +106 +1%
OC
467
Oppenheimer & Co
New York
$920K +$370K +3,712 +67%
ZCA
468
Zeke Capital Advisors
Pennsylvania
$919K – – –
KWA
469
KCS Wealth Advisory
California
$914K +$44.9K +450 +5%
AIP
470
Ameritas Investment Partners
Nebraska
$907K +$2.89K +29 +0.3%
WI
471
Wintrust Investments
Illinois
$902K -$1.6K -16 -0.2%
BFM
472
Boston Financial Management
Massachusetts
$899K – – –
WPA
473
West Paces Advisors
Georgia
$893K -$31.9K -320 -3%
CI
474
CX Institutional
Indiana
$889K +$3.49K +35 +0.4%
AWA
475
Arete Wealth Advisors
Illinois
$887K +$7.28K +73 +0.8%
17 18
19
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