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Marsh & McLennan
MMC

Overview Fund Activity

833 hedge funds and large institutions have $44.4B invested in Marsh & McLennan in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 312 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
66
Increased
276
Reduced
312
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$847M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.52B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
4
UBS AM
UBS AM
Illinois
$598M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$699M
5
UBS Group
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
501
Chicago Capital
Illinois
$720K – – –
MERSOM
502
Municipal Employees' Retirement System of Michigan
Michigan
$718K +$18K +180 +3%
DLA
503
Douglas Lane & Associates
New York
$703K -$7.51K -75 -1%
Lazard Asset Management
504
Lazard Asset Management
New York
$700K +$302K +3,022 +76%
CWM
505
Calamos Wealth Management
Illinois
$699K +$17.3K +173 +3%
BC
506
Bartlett & Co
Ohio
$690K +$154K +1,538 +29%
BCWM
507
Bartlett & Co Wealth Management
Ohio
$690K +$154K +1,538 +29%
VAS
508
Vestmark Advisory Solutions
Massachusetts
$669K +$208K +2,077 +45%
RJT
509
Raymond James Trust
Florida
$660K -$400 -4 -0.1%
DSC
510
Duncker Streett & Co
Missouri
$660K – – –
MME
511
Meag Munich Ergo
Germany
$660K +$38.3K +386 +6%
VIA
512
Vident Investment Advisory
Georgia
$652K -$4.7K -47 -0.7%
Luther King Capital Management (LKCM)
513
Luther King Capital Management (LKCM)
Texas
$649K -$2.2K -22 -0.3%
CNC
514
Citizens & Northern Corp
Pennsylvania
$642K +$642K +6,417 New
TW
515
TrinityPoint Wealth
Connecticut
$631K +$1.23K +12 +0.2%
OC
516
Oppenheimer & Co
New York
$621K -$302K -3,014 -33%
ST
517
Smithfield Trust
Pennsylvania
$618K – – –
LS
518
Livforsakringsbolaget Skandia
Sweden
$611K – – –
IC
519
Inscription Capital
Texas
$606K -$58.3K -582 -9%
ACA
520
Atlas Capital Advisors
Wyoming
$597K +$72.1K +721 +14%
HB
521
Homrich & Berg
Georgia
$586K -$10K -100 -2%
QT
522
Quantbot Technologies
New York
$580K -$9.35M -93,569 -94%
TI
523
Truehand Inc
New Hampshire
$576K – – –
SWA
524
SFMG Wealth Advisors
Texas
$567K +$1.3K +13 +0.2%
MPAM
525
Murphy Pohlad Asset Management
Minnesota
$564K – – –
19 20
21
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