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Marsh & McLennan
MMC

Overview Fund Activity

844 hedge funds and large institutions have $44.2B invested in Marsh & McLennan in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
296
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$527M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.28B
4
A
AustralianSuper
Australia
$180M
5
Capital Research Global Investors
Capital Research Global Investors
California
$403M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.22B
3
Artisan Partners
Artisan Partners
Wisconsin
$558M
4
BlackRock
BlackRock
New York
$4.2B
5
UIM
USS Investment Management
United Kingdom
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DW
601
Domani Wealth
Pennsylvania
$333K – – –
FB
602
Fulton Bank
Pennsylvania
$332K – – –
DADC
603
D.A. Davidson & Co
Montana
$330K -$955K -9,582 -74%
PFS
604
Prospera Financial Services
Texas
$328K -$237K -2,323 -42%
RB
605
Rodgers Brothers
Pennsylvania
$328K – – –
NSAM
606
North Star Asset Management
Wisconsin
$324K – – –
SG
607
Strid Group
Pennsylvania
$320K – – –
CGL
608
Clarius Group LLC
Washington
$320K +$18.1K +181 +6%
WKWM
609
Walter & Keenan Wealth Management
Indiana
$319K – – –
MWP
610
MYCIO Wealth Partners
Pennsylvania
$319K – – –
RW
611
REDW Wealth
New Mexico
$318K – – –
LA
612
Lau Associates
Delaware
$315K -$36.7K -368 -10%
EIA
613
Edgemoor Investment Advisors
Maryland
$313K – – –
CBU
614
CIBC Bank USA
Illinois
$312K +$11.4K +114 +4%
MYIA
615
Mount Yale Investment Advisors
Colorado
$311K -$6.61K -68 -2%
PLFAM
616
Pineno Levin & Ford Asset Management
Virginia
$311K – – –
CG
617
Cutler Group
California
$306K +$226K +2,273 +284%
AIL
618
AGF Investments LLC
Ontario, Canada
$304K +$84K +842 +38%
DHFB
619
Dixon Hubard Feinour & Brown
Virginia
$302K – – –
MCM
620
Manchester Capital Management
Vermont
$301K – – –
WFPG
621
Waller Financial Planning Group
Ohio
$301K +$1.33K +13 +0.4%
CA
622
Commerzbank Aktiengesellschaft
Germany
$300K -$77K -772 -20%
DI
623
Diligent Investors
California
$300K -$24.9K -250 -8%
CAI
624
Capital Advisors Inc
Oklahoma
$300K +$300K +3,004 New
CCG
625
Ceeto Capital Group
Florida
$299K – – –
23 24
25
26 27