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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 %
AFP
576
Ausdal Financial Partners
Iowa
$376K – – –
Simplex Trading
577
Simplex Trading
Illinois
$375K -$429K -4,289 -53%
MGIA
578
Matthew Goff Investment Advisor
Texas
$375K – – –
ECM
579
ExodusPoint Capital Management
New York
$375K +$375K +3,749 New
QCG
580
Quadrant Capital Group
Ohio
$367K +$6.1K +62 +2%
RL
581
Ruffer LLP
United Kingdom
$364K – – –
SRAM
582
Stone Ridge Asset Management
New York
$364K – – –
RCAG
583
Rehmann Capital Advisory Group
Michigan
$362K – – –
S
584
SignatureFD
Georgia
$361K +$25K +250 +7%
FHA
585
Flagship Harbor Advisors
Massachusetts
$360K -$7.89K -79 -2%
JMFC
586
J.M. Forbes & Co
Massachusetts
$360K – – –
MYIA
587
Mount Yale Investment Advisors
Colorado
$359K +$25.9K +249 +8%
CIAS
588
Capital Investment Advisory Services
North Carolina
$356K -$11.1K -111 -3%
TCOV
589
Trust Company of Vermont
Vermont
$355K +$2K +20 +0.6%
MC
590
Moors & Cabot
Massachusetts
$355K +$150K +1,488 +73%
SWM
591
Stockman Wealth Management
Montana
$353K – – –
DADC
592
D.A. Davidson & Co
Montana
$351K +$20.1K +201 +6%
NCM
593
Noesis Capital Mangement
Florida
$350K – – –
VF
594
Virtu Financial
New York
$348K +$70.6K +705 +25%
FMLI
595
Fukoku Mutual Life Insurance
Japan
$344K – – –
PGFC
596
Peapack-Gladstone Financial Corp
New Jersey
$338K +$1.8K +18 +0.5%
WSFS
597
Wilmington Savings Fund Society
Delaware
$337K – – –
BFEC
598
Benjamin F. Edwards & Company
Missouri
$335K +$298K +2,975 +798%
FB
599
Fulton Bank
Pennsylvania
$334K – – –
DW
600
Domani Wealth
Pennsylvania
$334K – – –
22 23
24
25 26