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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
1
Massachusetts Financial Services
Massachusetts
$847M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.52B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.47B
4
UBS AM
4
UBS AM
Illinois
$598M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$699M
5
UBS Group
5
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
451
Voleon Capital Management
California
$1M -$9.51M -95,000 -90%
CK
452
Cohen Klingenstein
New York
$1M +$1M +10,000 New
HIC
453
Hartline Investment Corp
Illinois
$995K -$5.5K -55 -0.6%
WA1
454
Wimmer Associates 1
California
$980K +$100 +1 +0%
KWA
455
KCS Wealth Advisory
California
$965K +$47.8K +478 +5%
FWCM
456
Ferguson Wellman Capital Management
Oregon
$948K – – –
RIM
457
Redpoint Investment Management
Australia
$946K – – –
BPC
458
Banque Pictet & Cie
Switzerland
$940K – – –
PP
459
Paloma Partners
Connecticut
$934K +$934K +9,335 New
IRF
460
IBM Retirement Fund
New York
$922K -$9.21K -92 -1%
WI
461
Wintrust Investments
Illinois
$917K +$12.2K +122 +1%
AWA
462
Arete Wealth Advisors
Illinois
$912K +$23K +230 +3%
BFM
463
Boston Financial Management
Massachusetts
$901K – – –
JG
464
Jefferies Group
New York
$900K +$900K +9,000 New
TU
465
TDAM USA
Ontario, Canada
$895K -$472K -4,720 -35%
WPA
466
West Paces Advisors
Georgia
$894K -$2.4K -24 -0.3%
ACM
467
Allred Capital Management
Texas
$891K -$40.4K -411 -4%
CI
468
CX Institutional
Indiana
$891K -$500 -5 -0.1%
AIP
469
Ameritas Investment Partners
Nebraska
$886K -$23.6K -236 -3%
HCM
470
Howland Capital Management
Massachusetts
$881K +$3.7K +37 +0.4%
EWM
471
Evercore Wealth Management
New York
$872K -$69.5K -695 -7%
DC
472
Diametric Capital
Massachusetts
$870K +$870K +8,741 New
CWM
473
Confluence Wealth Management
Oregon
$859K +$24.9K +249 +3%
BPWA
474
Beacon Pointe Wealth Advisors
California
$859K +$291K +2,904 +51%
NRS
475
Neville Rodie & Shaw
New York
$853K – – –
17 18
19
20 21