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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 %
RB
601
Rodgers Brothers
Pennsylvania
$329K – – –
CGL
602
Clarius Group LLC
Washington
$329K +$8.5K +85 +3%
CBU
603
CIBC Bank USA
Illinois
$329K +$15.2K +152 +5%
GCP
604
GSA Capital Partners
United Kingdom
$329K +$96K +961 +41%
MC
605
Machina Capital
France
$328K +$328K +3,291 New
MWP
606
MYCIO Wealth Partners
Pennsylvania
$327K +$7K +70 +2%
NSAM
607
North Star Asset Management
Wisconsin
$325K – – –
HI
608
Horizon Investments
North Carolina
$324K -$447K -4,497 -58%
TSS
609
Two Sigma Securities
New York
$322K -$492K -4,924 -60%
SG
610
Strid Group
Pennsylvania
$321K – – –
WKWM
611
Walter & Keenan Wealth Management
Indiana
$320K – – –
GT
612
Greenleaf Trust
Michigan
$320K +$29K +290 +10%
CG
613
Caprock Group
Idaho
$320K +$97.6K +975 +44%
RW
614
REDW Wealth
New Mexico
$319K – – –
O
615
Ossiam
France
$318K -$2.77M -27,746 -90%
EIA
616
Edgemoor Investment Advisors
Maryland
$314K – – –
PLFAM
617
Pineno Levin & Ford Asset Management
Virginia
$312K – – –
Jane Street
618
Jane Street
New York
$311K -$3.21M -32,048 -91%
APA
619
American Portfolios Advisors
New York
$307K -$302K -3,017 -50%
OWD
620
Osborn Williams & Donohoe
Ohio
$306K +$96.7K +966 +46%
DHFB
621
Dixon Hubard Feinour & Brown
Virginia
$303K – – –
PCG
622
Private Capital Group
Connecticut
$303K +$81.1K +810 +37%
MCM
623
Manchester Capital Management
Vermont
$302K – – –
CAI
624
Capital Advisors Inc
Oklahoma
$300K – – –
PTC
625
Provident Trust Company
Wisconsin
$300K +$300K +3,000 New
23 24
25
26 27