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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
+$523M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
4
A
AustralianSuper
Australia
+$180M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$150M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$307M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$193M
3
Artisan Partners
Artisan Partners
Wisconsin
-$156M
4
BlackRock
BlackRock
New York
-$132M
5
UIM
USS Investment Management
United Kingdom
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
526
Homrich & Berg
Georgia
$595K -$20.9K -209 -3%
ARMT
527
Amica Retiree Medical Trust
Rhode Island
$591K +$364K +3,650 +160%
SWA
528
SFMG Wealth Advisors
Texas
$579K +$1.23K +12 +0.2%
CIC
529
Carnegie Investment Counsel
Ohio
$578K – – –
TI
530
Truehand Inc
New Hampshire
$575K – – –
Wolverine Trading
531
Wolverine Trading
Illinois
$568K +$568K +5,696 New
BPWA
532
Beacon Pointe Wealth Advisors
California
$566K – – –
MPAM
533
Murphy Pohlad Asset Management
Minnesota
$563K -$15K -150 -3%
AWM
534
Aries Wealth Management
Maine
$563K – – –
MCA
535
Mercer Capital Advisers
New Jersey
$553K – – –
TCOT
536
Trust Company of Toledo
Ohio
$549K – – –
QI
537
QS Investors
New York
$549K – – –
GC
538
Grimes & Company
Massachusetts
$545K – – –
RWM
539
RKL Wealth Management
Pennsylvania
$540K – – –
BCWM
540
Bartlett & Co Wealth Management
Ohio
$534K +$1.2K +12 +0.2%
BC
541
Bartlett & Co
Ohio
$534K +$1.2K +12 +0.2%
ACP
542
Ashfield Capital Partners
California
$533K – – –
BRWA
543
B. Riley Wealth Advisors
Florida
$529K -$60.4K -604 -10%
S
544
SimplyRich
California
$529K +$529K +5,308 New
ACA
545
Atlas Capital Advisors
Wyoming
$523K +$18.6K +186 +4%
LOAME
546
Lombard Odier Asset Management (Europe)
United Kingdom
$523K – – –
SI
547
Stephens Inc
Arkansas
$519K -$42.9K -430 -8%
ROTUOC
548
Regents of the University of California
California
$519K – – –
QC
549
Quadrature Capital
United Kingdom
$513K +$513K +5,147 New
First Manhattan
550
First Manhattan
New York
$505K -$122K -1,225 -19%
20 21
22
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