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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
$1.41B
2
American Century Companies
American Century Companies
Missouri
$328M
3
AAMU
Amundi Asset Management US
Massachusetts
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.71B
5
Morgan Stanley
Morgan Stanley
New York
$204M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
Ameriprise
Minnesota
$499M
3
Invesco
Invesco
Georgia
$281M
4
Capital World Investors
Capital World Investors
California
$1.66B
5
PI
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
451
Lincoln National Corp
Pennsylvania
$1.25M +$31.4K +282 +3%
CS
452
Cannell & Spears
New York
$1.24M – – –
Qube Research & Technologies (QRT)
453
Qube Research & Technologies (QRT)
United Kingdom
$1.23M +$1.23M +11,074 New
ATC
454
Argent Trust Co
Tennessee
$1.22M +$21.2K +190 +2%
JHP
455
James Hambro & Partners
United Kingdom
$1.2M – – –
FPS
456
Fieldpoint Private Securities
Connecticut
$1.2M -$3.34K -30 -0.3%
LWA
457
Lenox Wealth Advisors
New York
$1.18M -$324K -2,905 -21%
GCA
458
Gideon Capital Advisors
New York
$1.18M -$374K -3,362 -24%
CSS
459
Cubist Systematic Strategies
Connecticut
$1.17M -$525K -4,711 -31%
RWB
460
RMR Wealth Builders
New Jersey
$1.16M +$1.16M +10,445 New
FC
461
FORA Capital
Florida
$1.15M +$1.15M +10,351 New
PA
462
Profund Advisors
Maryland
$1.13M -$99.7K -895 -8%
CK
463
Cohen Klingenstein
New York
$1.11M – – –
HIC
464
Hartline Investment Corp
Illinois
$1.1M -$10.5K -94 -0.9%
WA1
465
Wimmer Associates 1
California
$1.09M +$223 +2 +0%
KWA
466
KCS Wealth Advisory
California
$1.07M -$6.24K -56 -0.6%
FWCM
467
Ferguson Wellman Capital Management
Oregon
$1.05M -$5.57K -50 -0.5%
BPC
468
Banque Pictet & Cie
Switzerland
$1.05M – – –
AG
469
AlphaSimPlex Group
Massachusetts
$1.05M -$236K -2,117 -18%
SAM
470
Symphony Asset Management
California
$1.02M +$1.02M +9,191 New
WI
471
Wintrust Investments
Illinois
$1.02M -$111 -1 -0%
AWA
472
Arete Wealth Advisors
Illinois
$1.01M -$2.9K -26 -0.3%
ACM
473
Allred Capital Management
Texas
$1.01M -$2.56K -23 -0.3%
HCM
474
Howland Capital Management
Massachusetts
$1.01M +$23.5K +211 +2%
UCFA
475
United Capital Financial Advisors
Texas
$1M +$511K +4,590 +104%
17 18
19
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