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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 %
MME
526
Meag Munich Ergo
Germany
$575K -$830K -9,593 -59%
OCG
527
Opus Capital Group
Ohio
$575K -$78.8K -911 -12%
DSC
528
Duncker Streett & Co
Missouri
$571K – – –
TRCT
529
Tower Research Capital (TRC)
New York
$571K +$571K +6,610 New
SCM
530
Shelton Capital Management
Colorado
$568K -$51.8K -600 -8%
IC
531
IEQ Capital
California
$568K +$34K +394 +6%
JAM
532
Jupiter Asset Management
United Kingdom
$558K -$7.15M -82,868 -93%
SSA
533
Schonfeld Strategic Advisors
New York
$553K +$553K +6,400 New
QI
534
QS Investors
New York
$552K – – –
DS
535
DRW Securities
Illinois
$544K +$544K +6,287 New
VAS
536
Vestmark Advisory Solutions
Massachusetts
$543K +$543K +6,275 New
TW
537
TrinityPoint Wealth
Connecticut
$538K +$5.53K +64 +1%
MIAS
538
Mason Investment Advisory Services
Virginia
$535K +$535K +6,183 New
ST
539
Smithfield Trust
Pennsylvania
$527K -$6.91K -80 -1%
ACA
540
Atlas Capital Advisors
Wyoming
$516K – – –
PM
541
Parametrica Management
Hong Kong
$515K +$515K +5,956 New
PA
542
PFG Advisors
Arizona
$513K +$13.4K +140 +3%
Luther King Capital Management (LKCM)
543
Luther King Capital Management (LKCM)
Texas
$511K -$25.9K -300 -5%
HI
544
Horizon Investments
North Carolina
$510K +$106K +1,226 +26%
BHC
545
Bowen Hanes & Co
Florida
$503K – – –
BRWA
546
B. Riley Wealth Advisors
Florida
$497K +$36.3K +419 +8%
GCMG
547
Gyroscope Capital Management Group
Florida
$496K +$37.1K +429 +8%
BC
548
Bartlett & Co
Ohio
$494K +$494K +5,710 New
BCWM
549
Bartlett & Co Wealth Management
Ohio
$494K -$103K -1,188 -17%
SGI
550
Summit Global Investments
Utah
$488K -$279K -3,230 -36%
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