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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 %
NG
451
NatWest Group
United Kingdom
$972K – – –
ATC
452
Argent Trust Co
Tennessee
$971K +$23.7K +274 +3%
KWA
453
KCS Wealth Advisory
California
$971K +$142K +1,645 +17%
AIC
454
Aurora Investment Counsel
Georgia
$956K -$90K -1,041 -9%
VFA
455
Voya Financial Advisors
Connecticut
$947K -$173K -1,932 -15%
Assenagon Asset Management
456
Assenagon Asset Management
Luxembourg
$939K -$1.22M -14,086 -56%
WI
457
Wintrust Investments
Illinois
$933K +$140K +1,623 +18%
CTA
458
Chesley Taft & Associates
Illinois
$928K -$47.5K -550 -5%
FPS
459
Fieldpoint Private Securities
Connecticut
$928K – – –
LNC
460
Lincoln National Corp
Pennsylvania
$917K -$52K -601 -5%
BBNA
461
Bremer Bank National Association
Minnesota
$881K +$195K +2,253 +28%
Point72 Asset Management
462
Point72 Asset Management
Connecticut
$873K +$873K +10,100 New
Cambridge Investment Research Advisors
463
Cambridge Investment Research Advisors
Iowa
$865K -$348K -4,022 -29%
CK
464
Cohen Klingenstein
New York
$865K – – –
DCM
465
Donaldson Capital Management
Indiana
$848K -$30.5M -352,815 -97%
CTC
466
Central Trust Company
Missouri
$846K +$124K +1,434 +17%
SCA
467
Snowden Capital Advisors
New York
$842K -$301K -3,487 -26%
WA1
468
Wimmer Associates 1
California
$832K -$15K -174 -2%
AWA
469
Arete Wealth Advisors
Illinois
$825K +$38.3K +443 +5%
EWM
470
Evercore Wealth Management
New York
$823K +$60.4K +699 +8%
SFA
471
Souders Financial Advisors
Ohio
$822K +$822K +9,510 New
FWCM
472
Ferguson Wellman Capital Management
Oregon
$815K – – –
BPC
473
Banque Pictet & Cie
Switzerland
$813K – – –
IG
474
ING Group
Netherlands
$799K -$2.19M -25,378 -73%
JHP
475
James Hambro & Partners
United Kingdom
$794K -$138K -1,600 -15%
17 18
19
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