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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 %
BHTS
476
Bar Harbor Trust Services
Maine
$994K +$994K +8,925 New
CI
477
CX Institutional
Indiana
$992K – – –
IRF
478
IBM Retirement Fund
New York
$991K -$34.7K -312 -3%
SGI
479
Summit Global Investments
Utah
$989K +$64.3K +577 +7%
AIP
480
Ameritas Investment Partners
Nebraska
$987K +$111 +1 +0%
BFM
481
Boston Financial Management
Massachusetts
$984K -$20.1K -180 -2%
EWM
482
Evercore Wealth Management
New York
$983K +$11.4K +102 +1%
WPA
483
West Paces Advisors
Georgia
$981K -$14.4K -129 -1%
LWCFA
484
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$972K +$745K +6,686 +328%
DC
485
Diametric Capital
Massachusetts
$957K -$16.7K -150 -2%
TU
486
TDAM USA
Ontario, Canada
$952K -$45.2K -406 -5%
NRS
487
Neville Rodie & Shaw
New York
$950K – – –
BPWA
488
Beacon Pointe Wealth Advisors
California
$942K -$13.6K -122 -1%
ASN
489
Advisory Services Network
Georgia
$940K +$845K +7,589 +887%
EI
490
Ethic Inc
New York
$932K +$932K +8,364 New
CTC
491
Central Trust Company
Missouri
$930K +$51.7K +464 +6%
PSP
492
Principal Street Partners
Tennessee
$914K +$351K +3,149 +62%
ZCA
493
Zeke Capital Advisors
Pennsylvania
$905K -$32.6K -293 -3%
BAM
494
Belpointe Asset Management
Nevada
$899K +$4.12K +37 +0.5%
TSW
495
Thompson Siegel & Walmsley
Virginia
$898K – – –
WIC
496
Wilkins Investment Counsel
Massachusetts
$891K – – –
BBNA
497
Bremer Bank National Association
Minnesota
$884K +$884K +7,933 New
APA
498
American Portfolios Advisors
New York
$870K +$529K +4,747 +155%
CWM
499
Confluence Wealth Management
Oregon
$866K -$90.3K -811 -9%
LNWWM
500
Laird Norton Wetherby Wealth Management
California
$862K -$21.6K -194 -2%
18 19
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