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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 %
ACP
551
Ashfield Capital Partners
California
$596K – – –
S
552
SimplyRich
California
$594K – – –
BRWA
553
B. Riley Wealth Advisors
Florida
$594K +$86K +771 +17%
BBVA
554
Banco Bilbao Vizcaya Argentaria
Spain
$594K +$594K +5,335 New
GCMG
555
Gyroscope Capital Management Group
Florida
$591K +$61.6K +553 +12%
MC
556
Machina Capital
France
$585K +$219K +1,963 +60%
LOAME
557
Lombard Odier Asset Management (Europe)
United Kingdom
$584K – – –
PA
558
PFG Advisors
Arizona
$580K +$580K +5,217 New
ROTUOC
559
Regents of the University of California
California
$579K – – –
TI
560
Truehand Inc
New Hampshire
$575K -$66.8K -600 -10%
IC
561
Inscription Capital
Texas
$572K -$102K -915 -15%
TCM
562
Teza Capital Management
Illinois
$564K -$975K -8,744 -63%
CCA
563
Checchi Capital Advisers
California
$549K +$10.7K +96 +2%
TPCW
564
TD Private Client Wealth
New York
$548K +$548K +4,916 New
JFL
565
Jarislowsky, Fraser Ltd
Quebec, Canada
$545K – – –
NA
566
NewEdge Advisors
Louisiana
$545K +$27.1K +244 +5%
PWP
567
Personal Wealth Partners
Minnesota
$543K – – –
SI
568
Stephens Inc
Arkansas
$536K -$62K -556 -10%
WAM
569
Wealthspire Advisors (Maryland)
Maryland
$536K +$25.3K +227 +5%
IIC
570
Ironwood Investment Counsel
Arizona
$535K +$890 +8 +0.2%
CAPTRUST Financial Advisors
571
CAPTRUST Financial Advisors
North Carolina
$533K +$259K +2,315 +95%
WJWM
572
Williams Jones Wealth Management
New York
$530K +$530K +4,758 New
PA
573
Parallel Advisors
California
$525K +$25.3K +227 +5%
HI
574
Horizon Investments
North Carolina
$524K +$161K +1,442 +44%
MWM
575
Mission Wealth Management
California
$523K +$12.7K +114 +2%
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