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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 %
FNT
526
First National Trust
Pennsylvania
$879K +$234K +2,038 +36%
HPC
527
HM Payson & Co
Maine
$872K +$2.29K +20 +0.3%
TH
528
TCTC Holdings
Texas
$860K – – –
RWA
529
River Wealth Advisors
Pennsylvania
$860K +$325K +2,834 +61%
CWM
530
Confluence Wealth Management
Oregon
$859K +$859K +8,588 New
BFEC
531
Benjamin F. Edwards & Company
Missouri
$844K +$81K +706 +11%
UBG
532
United Bank (Georgia)
Georgia
$843K +$40.7K +355 +5%
IMRF
533
Illinois Municipal Retirement Fund
Illinois
$841K +$841K +7,335 New
TCOT
534
Trust Company of Toledo
Ohio
$837K – – –
PA
535
Profund Advisors
Maryland
$828K -$84K -732 -9%
CNC
536
Canandaigua National Corp
New York
$825K +$2.07K +18 +0.3%
CIA
537
Capital Investment Advisors
Georgia
$824K -$7.69K -67 -0.9%
TU
538
TDAM USA
Ontario, Canada
$817K -$39K -340 -5%
EWM
539
Elmwood Wealth Management
California
$761K – – –
AIC
540
Aurora Investment Counsel
Georgia
$756K -$197K -1,721 -21%
MYIA
541
Mount Yale Investment Advisors
Colorado
$750K +$35.3K +308 +5%
ST
542
Smithfield Trust
Pennsylvania
$748K +$4.25K +37 +0.6%
HF
543
HRT Financial
New York
$747K +$747K +6,517 New
SI
544
Stephens Inc
Arkansas
$724K -$65.1K -567 -8%
Financial Engines Advisors
545
Financial Engines Advisors
California
$720K +$720K +6,276 New
BHC
546
Bowen Hanes & Co
Florida
$716K +$28.7K +250 +4%
BCM
547
Boltwood Capital Management
California
$710K +$8.6K +75 +1%
BRWA
548
B. Riley Wealth Advisors
Florida
$699K -$2.07K -18 -0.3%
PA
549
PFG Advisors
Arizona
$694K +$26.4K +230 +4%
DLA
550
Douglas Lane & Associates
New York
$685K -$70.2K -612 -9%
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