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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 %
FNT
551
First National Trust
Pennsylvania
$604K +$181K +1,685 +43%
Luther King Capital Management (LKCM)
552
Luther King Capital Management (LKCM)
Texas
$601K -$33.1K -308 -5%
MCA
553
Mercer Capital Advisers
New Jersey
$596K +$322K +3,000 +118%
GC
554
Grimes & Company
Massachusetts
$589K – – –
MPAM
555
Murphy Pohlad Asset Management
Minnesota
$576K -$10.7K -100 -2%
ACP
556
Ashfield Capital Partners
California
$574K – – –
S
557
SimplyRich
California
$572K +$13K +123 +2%
LS
558
Livforsakringsbolaget Skandia
Sweden
$570K – – –
SL
559
Stevard LLC
Illinois
$567K +$273K +2,544 +93%
SS
560
Simplicity Solutions
Minnesota
$565K +$565K +5,263 New
MME
561
Meag Munich Ergo
Germany
$562K -$152K -1,414 -21%
ROTUOC
562
Regents of the University of California
California
$558K – – –
TI
563
Truehand Inc
New Hampshire
$554K -$107 -1 -0%
FB
564
Fulton Bank
Pennsylvania
$546K +$71.8K +669 +15%
GWS
565
Glassman Wealth Services
Virginia
$541K +$279K +2,604 +107%
FHB
566
First Hawaiian Bank
Hawaii
$540K -$212K -1,971 -28%
AWM
567
Aries Wealth Management
Maine
$539K +$4.83K +45 +0.9%
MWM
568
Mission Wealth Management
California
$533K +$30.9K +288 +6%
KM
569
Kalos Management
Georgia
$530K – – –
JFL
570
Jarislowsky, Fraser Ltd
Quebec, Canada
$526K – – –
PWP
571
Personal Wealth Partners
Minnesota
$523K – – –
SP
572
Symmetry Partners
Connecticut
$522K – – –
CCA
573
Checchi Capital Advisers
California
$520K -$30.3K -282 -6%
IIC
574
Ironwood Investment Counsel
Arizona
$515K – – –
EIA
575
Edgemoor Investment Advisors
Maryland
$510K – – –
21 22
23
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