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Marsh & McLennan
MMC

Overview Fund Activity

833 hedge funds and large institutions have $44.4B invested in Marsh & McLennan in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 312 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
66
Increased
276
Reduced
312
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$847M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.52B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
4
UBS AM
UBS AM
Illinois
$598M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$699M
5
UBS Group
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
551
B. Riley Wealth Advisors
Florida
$456K -$73.9K -738 -14%
PI
552
Putnam Investments
Massachusetts
$454K -$17.1K -171 -4%
CCG
553
Cypress Capital Group
Florida
$452K +$9.5K +95 +2%
FNT
554
First National Trust
Pennsylvania
$449K -$48.4K -484 -10%
PA
555
Parallel Advisors
California
$449K +$19.9K +199 +5%
UCFA
556
United Capital Financial Advisors
Texas
$440K -$495K -4,944 -53%
GT
557
Glenview Trust
Kentucky
$431K -$11K -110 -2%
GRP
558
Global Retirement Partners
California
$422K -$4.4K -44 -1%
Twin Tree Management
559
Twin Tree Management
Texas
$422K +$422K +4,219 New
AUB
560
Atlantic Union Bankshares
Virginia
$418K -$45.1K -450 -10%
Lido Advisors
561
Lido Advisors
California
$418K +$20.6K +206 +5%
PCM
562
Prelude Capital Management
New York
$416K +$416K +4,155 New
AIM
563
Achmea Investment Management
Netherlands
$405K -$3.94M -39,428 -91%
TA
564
TCG Advisors
Texas
$405K +$405K +4,047 New
ARMT
565
Amica Retiree Medical Trust
Rhode Island
$401K -$192K -1,921 -32%
GI
566
GAMCO Investors
Connecticut
$400K -$42.6K -425 -10%
MMHP
567
Murphy Middleton Hinkle & Parker
Georgia
$400K – – –
CA
568
Commerzbank Aktiengesellschaft
Germany
$399K +$98.4K +984 +33%
HH
569
Hilltop Holdings
Texas
$397K -$50K -500 -11%
TNB
570
TCF National Bank
South Dakota
$396K +$396K +3,961 New
SCM
571
SOL Capital Management
Maryland
$387K -$3K -30 -0.8%
TBA
572
Tower Bridge Advisors
Pennsylvania
$382K – – –
HCM
573
Hutchinson Capital Management
California
$379K -$8.51K -85 -2%
CAG
574
Csenge Advisory Group
Florida
$379K +$148K +1,477 +64%
CCM
575
Crabel Capital Management
California
$377K -$17.3K -173 -4%
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