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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 %
BCM
476
Bayesian Capital Management
New York
$1.14M +$1.14M +9,900 New
WI
477
Wintrust Investments
Illinois
$1.12M -$91.9K -801 -8%
DCM
478
Donaldson Capital Management
Indiana
$1.12M +$115 +1 +0%
TPCW
479
TD Private Client Wealth
New York
$1.09M +$108K +939 +11%
FWCM
480
Ferguson Wellman Capital Management
Oregon
$1.08M – – –
CIBC World Market
481
CIBC World Market
Ontario, Canada
$1.08M +$734K +6,397 +212%
AWA
482
Arete Wealth Advisors
Illinois
$1.08M -$115 -1 -0%
CI
483
CX Institutional
Indiana
$1.08M +$27.3K +238 +3%
QC
484
Quadrature Capital
United Kingdom
$1.08M +$1.08M +9,400 New
VC
485
Voit & Company
Wisconsin
$1.07M +$2.29K +20 +0.2%
PAM
486
Paradigm Asset Management
New York
$1.07M -$184K -1,600 -15%
CC
487
Cipher Capital
New York
$1.06M +$1.06M +9,271 New
VAS
488
Vestmark Advisory Solutions
Massachusetts
$1.06M +$138K +1,200 +15%
RIG
489
Roosevelt Investment Group
New York
$1.06M +$1.06M +9,200 New
JHP
490
James Hambro & Partners
United Kingdom
$1.05M – – –
EWM
491
Evercore Wealth Management
New York
$1.04M +$46.2K +403 +5%
RJT
492
Raymond James Trust
Florida
$1.02M +$63.1K +550 +7%
SFS
493
Sowell Financial Services
Arkansas
$1.02M -$379K -3,302 -27%
HBT
494
Hills Bank & Trust
Iowa
$1.01M +$41.5K +362 +4%
WA1
495
Wimmer Associates 1
California
$1.01M -$64.7K -564 -6%
MFS
496
Mirabella Financial Services
United Kingdom
$1.01M +$221K +1,927 +28%
ACM
497
Allred Capital Management
Texas
$1.01M -$44.1K -385 -4%
EI
498
Ethic Inc
New York
$997K +$77.7K +677 +8%
HCM
499
Howland Capital Management
Massachusetts
$989K – – –
TC
500
Toews Corporation
New Jersey
$986K +$986K +8,600 New
18 19
20
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