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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
+$384M
2
Lazard Asset Management
Lazard Asset Management
New York
+$347M
3
Capital World Investors
Capital World Investors
California
+$180M
4
Capital International Investors
Capital International Investors
California
+$179M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$158M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$491M
2
BlackRock
BlackRock
New York
-$247M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$228M
4
APG Asset Management
APG Asset Management
Netherlands
-$139M
5
AAMU
Amundi Asset Management US
Massachusetts
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
576
SFMG Wealth Advisors
Texas
$509K – – –
FCI
577
Financial Counselors Inc
Kansas
$508K +$224K +2,088 +79%
S
578
SignatureFD
Georgia
$501K -$28.9K -269 -5%
RWA
579
River Wealth Advisors
Pennsylvania
$501K +$501K +4,665 New
TNB
580
TCF National Bank
South Dakota
$499K +$104K +1,039 +26%
WSFS
581
Wilmington Savings Fund Society
Delaware
$498K -$106K -984 -17%
OAM
582
Occidental Asset Management
California
$497K +$6.34K +59 +1%
Walleye Capital
583
Walleye Capital
New York
$497K +$497K +4,630 New
GT
584
Greenleaf Trust
Michigan
$496K +$108K +1,003 +28%
CAG
585
Csenge Advisory Group
Florida
$487K +$147K +1,366 +43%
OC
586
Oppenheimer & Co
New York
$483K -$85.3K -795 -15%
GRP
587
Global Retirement Partners
California
$483K +$14.7K +137 +3%
CAAS
588
Capital Asset Advisory Services
Michigan
$481K +$11K +94 +2%
IDBONY
589
Israel Discount Bank of New York
New York
$468K -$69.7K -648 -13%
WAM
590
Wealthspire Advisors (Maryland)
Maryland
$468K -$47.8K -446 -9%
Holocene Advisors
591
Holocene Advisors
New York
$467K +$467K +4,352 New
IG
592
ING Group
Netherlands
$463K -$528K -4,922 -53%
V
593
VeraBank
Texas
$462K +$10.7K +100 +2%
CGL
594
Clarius Group LLC
Washington
$460K +$47.1K +438 +11%
DSC
595
Duncker Streett & Co
Missouri
$451K -$258K -2,400 -36%
VF
596
Virtu Financial
New York
$446K +$446K +4,151 New
ACA
597
Atlas Capital Advisors
Wyoming
$440K -$201K -1,872 -31%
UCFA
598
United Capital Financial Advisors
Texas
$438K +$1.29K +12 +0.3%
AUB
599
Atlantic Union Bankshares
Virginia
$432K – – –
ARMT
600
Amica Retiree Medical Trust
Rhode Island
$430K – – –
22 23
24
25 26