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Marsh & McLennan
MMC

Overview Fund Activity

906 hedge funds and large institutions have $47.8B invested in Marsh & McLennan in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 324 increasing their positions, 319 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+29
Holders Change %
+3.31%
% of All Funds
18.62%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
106
Increased
324
Reduced
319
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
Lazard Asset Management
New York
$347M
3
Capital World Investors
Capital World Investors
California
$1.78B
4
Capital International Investors
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
BlackRock
New York
$4.36B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
APG Asset Management
Netherlands
$57.1M
5
AAMU
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
526
Stephens Inc
Arkansas
$738K +$152K +1,413 +26%
MFS
527
Mirabella Financial Services
United Kingdom
$738K +$738K +6,871 New
WEC
528
Winslow Evans & Crocker
Massachusetts
$737K -$67.3K -627 -8%
BFEC
529
Benjamin F. Edwards & Company
Missouri
$714K +$331K +3,084 +87%
NIM
530
NuWave Investment Management
New Jersey
$710K +$503K +4,652 +242%
CC
531
Centiva Capital
New York
$710K +$710K +6,609 New
DLA
532
Douglas Lane & Associates
New York
$707K -$32.8K -306 -4%
OCG
533
Opus Capital Group
Ohio
$705K -$8.05K -75 -1%
ST
534
Smithfield Trust
Pennsylvania
$696K +$40.7K +379 +6%
SCM
535
Shelton Capital Management
Colorado
$695K -$11.2K -104 -2%
MYIA
536
Mount Yale Investment Advisors
Colorado
$669K +$96K +894 +17%
BCM
537
Boltwood Capital Management
California
$657K +$133K +1,240 +25%
BRWA
538
B. Riley Wealth Advisors
Florida
$656K +$38.9K +362 +6%
CAPTRUST Financial Advisors
539
CAPTRUST Financial Advisors
North Carolina
$654K +$150K +1,391 +30%
BHC
540
Bowen Hanes & Co
Florida
$644K +$19.3K +180 +3%
DCP
541
DSM Capital Partners
Florida
$644K +$644K +6,000 New
ASN
542
Advisory Services Network
Georgia
$643K -$230K -2,147 -26%
DA
543
Duality Advisers
Florida
$639K +$639K +5,950 New
PA
544
PFG Advisors
Arizona
$637K +$50.9K +465 +9%
GIA
545
Gateway Investment Advisers
Ohio
$633K -$118K -1,097 -16%
GCMG
546
Gyroscope Capital Management Group
Florida
$630K +$14.2K +132 +2%
AT
547
Arden Trust
Delaware
$623K -$114K -1,059 -15%
NA
548
NewEdge Advisors
Louisiana
$619K +$59.9K +557 +11%
BCWM
549
Bartlett & Co Wealth Management
Ohio
$613K – – –
BC
550
Bartlett & Co
Ohio
$613K – – –
20 21
22
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