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Marsh & McLennan
MMC

Overview Fund Activity

906 hedge funds and large institutions have $47.8B invested in Marsh & McLennan in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 324 increasing their positions, 319 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+29
Holders Change %
+3.31%
% of All Funds
18.62%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
106
Increased
324
Reduced
319
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
Lazard Asset Management
New York
$347M
3
Capital World Investors
Capital World Investors
California
$1.78B
4
Capital International Investors
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
BlackRock
New York
$4.36B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
APG Asset Management
Netherlands
$57.1M
5
AAMU
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
476
Arete Wealth Advisors
Illinois
$1.01M -$12.2K -114 -1%
FWCM
477
Ferguson Wellman Capital Management
Oregon
$1.01M – – –
BPC
478
Banque Pictet & Cie
Switzerland
$1.01M – – –
VC
479
Voit & Company
Wisconsin
$1M -$354K -3,295 -26%
JHP
480
James Hambro & Partners
United Kingdom
$986K – – –
ACM
481
Allred Capital Management
Texas
$983K +$6.12K +57 +0.6%
CI
482
CX Institutional
Indiana
$983K +$26.8K +250 +3%
WAP
483
Wealthcare Advisory Partners
Pennsylvania
$979K -$242K -2,254 -20%
LNC
484
Lincoln National Corp
Pennsylvania
$979K -$159K -1,481 -14%
AHB
485
Abner Herrman & Brock
New Jersey
$952K +$671K +6,251 +239%
BPA
486
Beacon Pointe Advisors
California
$946K -$31.5K -294 -3%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$935K +$48.8K +454 +6%
EWM
488
Evercore Wealth Management
New York
$932K -$90.3K -841 -9%
HCM
489
Howland Capital Management
Massachusetts
$926K -$41.5K -386 -4%
TPCW
490
TD Private Client Wealth
New York
$923K +$100K +935 +12%
AIP
491
Ameritas Investment Partners
Nebraska
$918K -$1.61K -15 -0.2%
NRS
492
Neville Rodie & Shaw
New York
$916K – – –
HBT
493
Hills Bank & Trust
Iowa
$907K +$156K +1,457 +21%
MIAS
494
Mason Investment Advisory Services
Virginia
$901K +$237K +2,204 +36%
RJT
495
Raymond James Trust
Florida
$898K +$67.4K +628 +8%
AIC
496
Aurora Investment Counsel
Georgia
$896K -$292K -2,720 -25%
LWCFA
497
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$894K – – –
CSS
498
Cubist Systematic Strategies
Connecticut
$893K -$6.33M -58,886 -88%
WIC
499
Wilkins Investment Counsel
Massachusetts
$885K – – –
VFA
500
Voya Financial Advisors
Connecticut
$878K -$235K -2,231 -21%
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