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

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$699M
5
UBS Group
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCA
476
Zeke Capital Advisors
Pennsylvania
$842K -$79.9K -799 -9%
TRCT
477
Tower Research Capital (TRC)
New York
$835K +$726K +7,262 +667%
SGI
478
Summit Global Investments
Utah
$831K -$2.9K -29 -0.3%
FHB
479
First Hawaiian Bank
Hawaii
$817K -$40.7K -407 -5%
TSW
480
Thompson Siegel & Walmsley
Virginia
$807K – – –
BAM
481
Belpointe Asset Management
Nevada
$804K +$29.6K +296 +4%
SCM
482
Sterling Capital Management
North Carolina
$801K +$19.1K +191 +2%
WIC
483
Wilkins Investment Counsel
Massachusetts
$800K -$200K -2,000 -20%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$793K +$26.2K +262 +3%
CTC
485
Central Trust Company
Missouri
$789K +$47K +470 +6%
MBTD
486
Mechanics Bank - Trust Department
California
$789K +$550K +5,490 +230%
B
487
Barings
North Carolina
$775K -$40K -400 -5%
TH
488
TCTC Holdings
Texas
$774K – – –
HPC
489
HM Payson & Co
Maine
$772K +$9.11K +91 +1%
CIA
490
Choate Investment Advisors
Massachusetts
$770K – – –
SCM
491
Shelton Capital Management
Colorado
$763K – – –
CC
492
ClearArc Capital
Ohio
$763K +$1.7K +17 +0.2%
OCG
493
Opus Capital Group
Ohio
$759K – – –
AWM
494
Altium Wealth Management
New York
$754K +$17.5K +175 +2%
CI
495
Conning Inc
Connecticut
$753K -$105K -1,050 -12%
WEC
496
Winslow Evans & Crocker
Massachusetts
$742K -$2.41K -24 -0.3%
NIM
497
NuWave Investment Management
New Jersey
$739K +$662K +6,634 +863%
Mackenzie Financial
498
Mackenzie Financial
Ontario, Canada
$736K -$18K -180 -2%
AT
499
Arden Trust
Delaware
$726K -$13.2K -132 -2%
EWM
500
Elmwood Wealth Management
California
$721K – – –
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