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Marsh & McLennan
MMC

Overview Fund Activity

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$168M
3
FPP
Findlay Park Partners
United Kingdom
+$104M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.9M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$144M
3
NLI
Nippon Life Insurance
Japan
-$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$93.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
576
Diversified Trust
Tennessee
$591K +$221K +1,925 +60%
VWM
577
Venturi Wealth Management
Texas
$589K +$589K +5,131 New
TI
578
Truehand Inc
New Hampshire
$588K -$3.78K -33 -0.6%
IC
579
IEQ Capital
California
$583K +$308K +2,687 +112%
AWM
580
Aries Wealth Management
Maine
$576K – – –
VFA
581
Voya Financial Advisors
Connecticut
$566K -$385K -3,376 -40%
JFL
582
Jarislowsky, Fraser Ltd
Quebec, Canada
$562K – – –
PWP
583
Personal Wealth Partners
Minnesota
$559K – – –
CCA
584
Checchi Capital Advisers
California
$557K +$1.49K +13 +0.3%
LOAMS
585
Lombard Odier Asset Management (Switzerland)
Switzerland
$557K +$557K +4,854 New
IIC
586
Ironwood Investment Counsel
Arizona
$550K – – –
VVP
587
Venture Visionary Partners
Ohio
$550K +$157K +1,322 +40%
UCFA
588
United Capital Financial Advisors
Texas
$544K +$75.7K +660 +16%
SWA
589
SFMG Wealth Advisors
Texas
$543K – – –
S
590
SignatureFD
Georgia
$541K +$5.97K +52 +1%
IA
591
Icon Advisers
Colorado
$539K -$791K -6,900 -59%
WSFS
592
Wilmington Savings Fund Society
Delaware
$532K – – –
OC
593
Oppenheimer & Co
New York
$531K +$14.9K +130 +3%
CAG
594
Csenge Advisory Group
Florida
$524K +$3.44K +30 +0.7%
EIA
595
Edgemoor Investment Advisors
Maryland
$520K -$25.2K -220 -5%
B
596
Barings
North Carolina
$520K +$169K +1,472 +48%
AI
597
Atom Investors
Texas
$519K +$197K +1,721 +61%
PRC
598
Pearl River Capital
Michigan
$518K -$866K -7,558 -63%
LOAME
599
Lombard Odier Asset Management (Europe)
United Kingdom
$512K +$512K +4,460 New
KM
600
Kalos Management
Georgia
$507K -$2.47K -22 -0.5%
22 23
24
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