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Marsh & McLennan
MMC

Overview Fund Activity

877 hedge funds and large institutions have $38.6B invested in Marsh & McLennan in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 311 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-44
Holders Change %
-4.78%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.27%
New
85
Increased
311
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$129M
3
BlackRock
BlackRock
New York
+$107M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$93.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
3
UBS Group
UBS Group
Switzerland
-$141M
4
AAMU
Amundi Asset Management US
Massachusetts
-$125M
5
AC
Alleghany Corporation
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
501
TD Private Client Wealth
New York
$663K +$237K +2,747 +56%
HPC
502
HM Payson & Co
Maine
$656K -$3.46K -40 -0.5%
EWM
503
Elmwood Wealth Management
California
$656K +$70.2K +850 +12%
WEC
504
Winslow Evans & Crocker
Massachusetts
$650K +$14.1K +162 +2%
WANY
505
Wealthspire Advisors (New York)
New York
$638K +$638K +7,381 New
Simplex Trading
506
Simplex Trading
Illinois
$636K +$548K +6,343 +621%
Twin Tree Management
507
Twin Tree Management
Texas
$636K +$632K +7,309 +17,402%
TCOT
508
Trust Company of Toledo
Ohio
$631K +$77.8K +900 +14%
CIA
509
Capital Investment Advisors
Georgia
$626K +$626K +7,238 New
CIC
510
Carnegie Investment Counsel
Ohio
$624K +$124K +1,430 +25%
CC
511
Chicago Capital
Illinois
$623K – – –
FFA
512
First Foundation Advisors
California
$623K +$623K +7,202 New
MERSOM
513
Municipal Employees' Retirement System of Michigan
Michigan
$621K – – –
WA
514
Wealth Alliance
New York
$619K +$619K +7,162 New
PTC
515
Private Trust Company
Ohio
$615K +$5.7K +66 +0.9%
VIA
516
Vident Investment Advisory
Georgia
$607K +$111K +1,279 +22%
AWM
517
AE Wealth Management
Kansas
$607K +$428K +4,946 +239%
GIA
518
Gateway Investment Advisers
Ohio
$605K -$4.16M -48,063 -87%
FHB
519
First Hawaiian Bank
Hawaii
$604K -$52.9K -612 -8%
QCG
520
Quadrant Capital Group
Ohio
$604K +$263K +3,031 +77%
HBT
521
Hills Bank & Trust
Iowa
$604K +$392K +4,535 +185%
CI
522
Conning Inc
Connecticut
$602K -$7.87K -91 -1%
DLA
523
Douglas Lane & Associates
New York
$596K – – –
AT
524
Arden Trust
Delaware
$592K -$25K -289 -4%
CWM
525
Calamos Wealth Management
Illinois
$586K -$37.7K -436 -6%
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