MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$168M
3
FPP
Findlay Park Partners
United Kingdom
+$104M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.9M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$144M
3
NLI
Nippon Life Insurance
Japan
-$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$93.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBIA
451
Dumont & Blake Investment Advisors
New Jersey
$1.36M +$31.2K +272 +2%
CSIC
452
Clifford Swan Investment Counsel
California
$1.36M -$218K -1,900 -14%
VF
453
Virtu Financial
New York
$1.33M +$852K +7,424 +179%
AF
454
Alerus Financial
North Dakota
$1.33M +$1.33M +11,566 New
BPA
455
Beacon Pointe Advisors
California
$1.29M +$280K +2,441 +28%
NG
456
NatWest Group
United Kingdom
$1.29M – – –
HAG
457
HighPoint Advisor Group
Illinois
$1.29M +$10.2K +94 +0.8%
IG
458
ING Group
Netherlands
$1.29M +$791K +6,894 +160%
SCM
459
Shelton Capital Management
Colorado
$1.28M +$539K +4,700 +73%
RWB
460
RMR Wealth Builders
New Jersey
$1.27M +$16.5K +144 +1%
BBNA
461
Bremer Bank National Association
Minnesota
$1.26M +$14.1K +123 +1%
FPS
462
Fieldpoint Private Securities
Connecticut
$1.26M – – –
PTC
463
Private Trust Company
Ohio
$1.25M +$455K +3,966 +57%
SP
464
Symmetry Partners
Connecticut
$1.25M +$687K +5,989 +123%
ACM
465
Ativo Capital Management
Illinois
$1.24M -$201K -1,752 -14%
BPC
466
Banque Pictet & Cie
Switzerland
$1.22M +$138K +1,200 +13%
AC
467
Avestar Capital
New York
$1.2M -$4.78K -43 -0.4%
CTA
468
Chesley Taft & Associates
Illinois
$1.2M -$22.9K -200 -2%
Cambridge Investment Research Advisors
469
Cambridge Investment Research Advisors
Iowa
$1.18M +$65.1K +568 +6%
AWM
470
Altium Wealth Management
New York
$1.17M +$21.8K +190 +2%
MRA
471
Mountain Road Advisors
New York
$1.17M -$1.17M -10,000 -50%
VRS
472
Virginia Retirement Systems
Virginia
$1.16M +$1.16M +10,100 New
TCA
473
Transcend Capital Advisors
New Jersey
$1.15M +$1.15M +10,044 New
CK
474
Cohen Klingenstein
New York
$1.15M – – –
OTPPB
475
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.15M -$991K -8,641 -46%
17 18
19
20 21