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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 %
RJT
526
Raymond James Trust
Florida
$739K +$4.01K +36 +0.5%
DSC
527
Duncker Streett & Co
Missouri
$735K – – –
RMCM
528
Reynders McVeigh Capital Management
Massachusetts
$730K +$730K +6,548 New
UBG
529
United Bank (Georgia)
Georgia
$717K +$162K +1,453 +29%
QI
530
QS Investors
New York
$715K +$99.4K +887 +16%
TCOT
531
Trust Company of Toledo
Ohio
$713K +$100K +900 +16%
Luther King Capital Management (LKCM)
532
Luther King Capital Management (LKCM)
Texas
$692K -$31.2K -280 -4%
IC
533
IEQ Capital
California
$689K +$689K +6,181 New
ST
534
Smithfield Trust
Pennsylvania
$688K – – –
TW
535
TrinityPoint Wealth
Connecticut
$686K +$1.23K +11 +0.2%
HB
536
Homrich & Berg
Georgia
$675K +$22.1K +198 +3%
GC
537
Grimes & Company
Massachusetts
$667K +$58.5K +525 +10%
ACA
538
Atlas Capital Advisors
Wyoming
$665K – – –
OC
539
Oppenheimer & Co
New York
$663K -$28.1K -252 -4%
BHC
540
Bowen Hanes & Co
Florida
$648K -$1.99M -17,900 -75%
CIC
541
Carnegie Investment Counsel
Ohio
$645K +$645K +5,792 New
VIA
542
Vident Investment Advisory
Georgia
$639K -$87.1K -782 -12%
SWA
543
SFMG Wealth Advisors
Texas
$633K +$1.34K +12 +0.2%
PCM
544
Prelude Capital Management
New York
$629K +$166K +1,495 +36%
MPAM
545
Murphy Pohlad Asset Management
Minnesota
$619K -$8.9K -80 -1%
MCA
546
Mercer Capital Advisers
New Jersey
$618K – – –
AWM
547
Aries Wealth Management
Maine
$613K – – –
RWM
548
RKL Wealth Management
Pennsylvania
$602K – – –
CC
549
ClearArc Capital
Ohio
$600K -$250K -2,243 -29%
SP
550
Symmetry Partners
Connecticut
$600K +$48.9K +439 +9%
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