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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 %
NRS
501
Neville Rodie & Shaw
New York
$978K – – –
LNC
502
Lincoln National Corp
Pennsylvania
$976K -$69.8K -609 -7%
MIAS
503
Mason Investment Advisory Services
Virginia
$962K – – –
FC
504
FORA Capital
Florida
$960K +$713K +6,220 +289%
TW
505
TrinityPoint Wealth
Connecticut
$955K -$242K -2,111 -20%
LWCFA
506
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$955K – – –
RCM
507
RNC Capital Management
California
$951K +$57.3K +500 +6%
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$949K +$254K +2,224 +37%
WIC
509
Wilkins Investment Counsel
Massachusetts
$945K – – –
DCP
510
DSM Capital Partners
Florida
$943K +$255K +2,220 +37%
WAP
511
Wealthcare Advisory Partners
Pennsylvania
$929K -$117K -1,016 -11%
AIP
512
Ameritas Investment Partners
Nebraska
$928K -$53.8K -469 -5%
BAM
513
Belpointe Asset Management
Nevada
$925K – – –
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$914K -$84K -732 -8%
AWM
515
AE Wealth Management
Kansas
$913K -$449K -3,917 -33%
WA
516
Wealth Alliance
New York
$901K +$1.61K +14 +0.2%
VIA
517
Vident Investment Advisory
Georgia
$898K -$19.7K -172 -2%
TSW
518
Thompson Siegel & Walmsley
Virginia
$896K – – –
WPA
519
West Paces Advisors
Georgia
$894K -$13.3K -116 -1%
PHK
520
Point72 Hong Kong
Hong Kong
$891K -$371K -3,231 -29%
CNC
521
Citizens & Northern Corp
Pennsylvania
$889K +$6.08K +53 +0.7%
QCMC
522
Quantum Capital Management (California)
California
$887K +$21.4K +187 +2%
QI
523
QS Investors
New York
$886K -$29.7K -259 -3%
VanEck Associates
524
VanEck Associates
New York
$883K +$64.9K +566 +8%
CI
525
Conning Inc
Connecticut
$881K +$14.9K +130 +2%
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