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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 %
WSFS
551
Wilmington Savings Fund Society
Delaware
$486K +$188K +2,180 +63%
BBVA
552
Banco Bilbao Vizcaya Argentaria
Spain
$476K +$15.5K +179 +3%
S
553
SimplyRich
California
$475K – – –
GC
554
Grimes & Company
Massachusetts
$474K -$43.2K -500 -8%
MPAM
555
Murphy Pohlad Asset Management
Minnesota
$472K -$8.2K -95 -2%
SI
556
Stephens Inc
Arkansas
$472K +$56.4K +653 +14%
KM
557
Kalos Management
Georgia
$472K +$472K +4,535 New
RCM
558
RNC Capital Management
California
$469K +$469K +5,430 New
UBG
559
United Bank (Georgia)
Georgia
$467K -$90K -1,040 -16%
ACP
560
Ashfield Capital Partners
California
$462K – – –
MYIA
561
Mount Yale Investment Advisors
Colorado
$461K +$130K +1,504 +39%
LS
562
Livforsakringsbolaget Skandia
Sweden
$459K +$130K +1,500 +39%
OC
563
Oppenheimer & Co
New York
$458K -$57.2K -661 -11%
ROTUOC
564
Regents of the University of California
California
$450K – – –
NA
565
NewEdge Advisors
Louisiana
$450K +$26K +301 +6%
TI
566
Truehand Inc
New Hampshire
$446K – – –
IC
567
Inscription Capital
Texas
$444K – – –
CCA
568
Checchi Capital Advisers
California
$443K +$17.3K +200 +4%
IDBONY
569
Israel Discount Bank of New York
New York
$432K +$41.8K +484 +11%
O
570
Ossiam
France
$428K +$267K +3,083 +165%
S
571
SignatureFD
Georgia
$426K +$96.7K +1,119 +29%
JFL
572
Jarislowsky, Fraser Ltd
Quebec, Canada
$423K – – –
CAAS
573
Capital Asset Advisory Services
Michigan
$422K -$13.3K -126 -3%
PWP
574
Personal Wealth Partners
Minnesota
$421K – – –
BCM
575
Boltwood Capital Management
California
$421K +$421K +4,875 New
21 22
23
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