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Marsh & McLennan
MMC

Overview Fund Activity

921 hedge funds and large institutions have $49.8B invested in Marsh & McLennan in 2019 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 280 increasing their positions, 318 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+88
Holders Change %
+10.56%
% of All Funds
18.19%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
146
Increased
280
Reduced
318
Closed
44
Calls
$26.7M
Puts
$21.6M
Net Calls
+$5.16M
Net Calls Change
-$4.73M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.41B
2
American Century Companies
American Century Companies
Missouri
$328M
3
AAMU
Amundi Asset Management US
Massachusetts
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.71B
5
Morgan Stanley
Morgan Stanley
New York
$204M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
Ameriprise
Minnesota
$499M
3
Invesco
Invesco
Georgia
$281M
4
Capital World Investors
Capital World Investors
California
$1.66B
5
PI
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
501
TCTC Holdings
Texas
$862K – – –
EP
502
Edgestream Partners
New Jersey
$858K -$1.54M -13,828 -64%
P
503
Pitcairn
Pennsylvania
$858K +$545K +4,891 +174%
HPC
504
HM Payson & Co
Maine
$849K -$10.1K -91 -1%
FHB
505
First Hawaiian Bank
Hawaii
$847K -$62.8K -564 -7%
MBTD
506
Mechanics Bank - Trust Department
California
$845K -$32.9K -295 -4%
OCG
507
Opus Capital Group
Ohio
$842K -$3.23K -29 -0.4%
AWM
508
Altium Wealth Management
New York
$820K -$20.3K -182 -2%
WEC
509
Winslow Evans & Crocker
Massachusetts
$818K -$6.7K -60 -0.8%
IMRF
510
Illinois Municipal Retirement Fund
Illinois
$815K +$815K +7,314 New
CWM
511
Calamos Wealth Management
Illinois
$803K +$25.2K +226 +3%
CC
512
Chicago Capital
Illinois
$802K – – –
MERSOM
513
Municipal Employees' Retirement System of Michigan
Michigan
$800K – – –
SCM
514
Shelton Capital Management
Colorado
$799K -$50.1K -450 -6%
AT
515
Arden Trust
Delaware
$795K -$12.9K -116 -2%
Financial Engines Advisors
516
Financial Engines Advisors
California
$791K +$791K +7,100 New
EWM
517
Elmwood Wealth Management
California
$790K -$12.5K -112 -2%
PTC
518
Private Trust Company
Ohio
$786K -$423K -3,796 -35%
CI
519
Conning Inc
Connecticut
$785K -$53.5K -480 -6%
TCM
520
Tuttle Capital Management
Connecticut
$772K +$772K +6,926 New
BCWM
521
Bartlett & Co Wealth Management
Ohio
$769K +$334 +3 +0%
Capital Fund Management (CFM)
522
Capital Fund Management (CFM)
France
$768K -$4.82M -43,237 -86%
DLA
523
Douglas Lane & Associates
New York
$768K -$14.8K -133 -2%
CCM
524
Crabel Capital Management
California
$750K +$330K +2,958 +78%
CNC
525
Citizens & Northern Corp
Pennsylvania
$743K +$28.1K +252 +4%
19 20
21
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