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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 %
LW
476
Linscomb Wealth
Texas
$793K -$178K -2,060 -18%
BPA
477
Beacon Pointe Advisors
California
$789K +$789K +9,129 New
ACM
478
Allred Capital Management
Texas
$787K +$5.1K +59 +0.7%
TC
479
Toews Corporation
New Jersey
$787K +$787K +9,100 New
HCM
480
Howland Capital Management
Massachusetts
$779K -$1.04K -12 -0.1%
CI
481
CX Institutional
Indiana
$770K +$173 +2 +0%
AWM
482
Altium Wealth Management
New York
$769K +$133K +1,536 +21%
OPPTF
483
OPSEU Pension Plan Trust Fund
Ontario, Canada
$768K +$768K +9,097 New
MWM
484
Minot Wealth Management
Massachusetts
$757K -$212K -2,455 -22%
AIP
485
Ameritas Investment Partners
Nebraska
$741K -$25.3K -293 -3%
NRS
486
Neville Rodie & Shaw
New York
$738K – – –
LWCFA
487
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$720K -$34.6K -400 -5%
EI
488
Ethic Inc
New York
$717K -$6.4K -74 -0.9%
MBTD
489
Mechanics Bank - Trust Department
California
$717K +$62.2K +720 +9%
TU
490
TDAM USA
Ontario, Canada
$713K -$25.4K -294 -3%
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$713K +$44.5K +515 +7%
WIC
492
Wilkins Investment Counsel
Massachusetts
$712K +$20.7K +240 +3%
ASN
493
Advisory Services Network
Georgia
$704K -$26.3K -304 -4%
WPA
494
West Paces Advisors
Georgia
$698K -$62.9K -727 -8%
BAM
495
Belpointe Asset Management
Nevada
$691K -$7.27K -84 -1%
CNC
496
Citizens & Northern Corp
Pennsylvania
$685K +$109K +1,258 +19%
TSW
497
Thompson Siegel & Walmsley
Virginia
$676K -$21.6K -250 -3%
TH
498
TCTC Holdings
Texas
$669K – – –
RJT
499
Raymond James Trust
Florida
$669K +$95.3K +1,101 +17%
PA
500
Profund Advisors
Maryland
$665K -$211K -2,436 -24%
18 19
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