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Marsh & McLennan
MMC

Overview Fund Activity

844 hedge funds and large institutions have $44.2B invested in Marsh & McLennan in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
296
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$527M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.28B
4
A
AustralianSuper
Australia
$180M
5
Capital Research Global Investors
Capital Research Global Investors
California
$403M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.22B
3
Artisan Partners
Artisan Partners
Wisconsin
$558M
4
BlackRock
BlackRock
New York
$4.2B
5
UIM
USS Investment Management
United Kingdom
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
501
Winslow Evans & Crocker
Massachusetts
$742K +$75.7K +756 +11%
AT
502
Arden Trust
Delaware
$737K -$17.8K -178 -2%
AWM
503
Altium Wealth Management
New York
$734K -$897 -9 -0.1%
NC
504
Northcape Capital
Australia
$732K -$18K -181 -2%
EWM
505
Elmwood Wealth Management
California
$718K -$3.99K -40 -0.6%
CC
506
Chicago Capital
Illinois
$718K – – –
TFA
507
Transamerica Financial Advisors
Florida
$711K +$711K +7,125 New
DLA
508
Douglas Lane & Associates
New York
$708K +$1.3K +13 +0.2%
MERSOM
509
Municipal Employees' Retirement System of Michigan
Michigan
$698K +$17.9K +180 +3%
CWM
510
Calamos Wealth Management
Illinois
$679K -$60K -602 -8%
Holocene Advisors
511
Holocene Advisors
New York
$661K +$661K +6,626 New
RJT
512
Raymond James Trust
Florida
$659K +$6.19K +62 +0.9%
DSC
513
Duncker Streett & Co
Missouri
$658K – – –
VIA
514
Vident Investment Advisory
Georgia
$655K -$14.5K -145 -2%
Luther King Capital Management (LKCM)
515
Luther King Capital Management (LKCM)
Texas
$649K – – –
HT
516
Heritage Trust
Oklahoma
$644K +$131K +1,310 +25%
IC
517
Inscription Capital
Texas
$638K -$8.56K -89 -1%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$632K -$137K -1,372 -18%
TW
519
TrinityPoint Wealth
Connecticut
$626K +$348K +3,408 +125%
MME
520
Meag Munich Ergo
Germany
$623K +$46K +462 +8%
Connor, Clark & Lunn Investment Management (CC&L)
521
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$621K -$4.08M -40,925 -87%
ST
522
Smithfield Trust
Pennsylvania
$616K – – –
LS
523
Livforsakringsbolaget Skandia
Sweden
$610K +$99.8K +1,000 +20%
APA
524
American Portfolios Advisors
New York
$607K -$263K -2,636 -30%
SCM
525
Stevens Capital Management
Pennsylvania
$600K +$600K +6,019 New
19 20
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