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Marsh & McLennan
MMC

Overview Fund Activity

921 hedge funds and large institutions have $49.8B invested in Marsh & McLennan in 2019 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 280 increasing their positions, 318 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+88
Holders Change %
+10.56%
% of All Funds
18.19%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
146
Increased
280
Reduced
318
Closed
44
Calls
$26.7M
Puts
$21.6M
Net Calls
+$5.16M
Net Calls Change
-$4.73M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.41B
2
American Century Companies
American Century Companies
Missouri
$328M
3
AAMU
Amundi Asset Management US
Massachusetts
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.71B
5
Morgan Stanley
Morgan Stanley
New York
$204M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
Ameriprise
Minnesota
$499M
3
Invesco
Invesco
Georgia
$281M
4
Capital World Investors
Capital World Investors
California
$1.66B
5
PI
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
601
Quadrant Capital Group
Ohio
$424K +$21.4K +198 +5%
HCM
602
Hutchinson Capital Management
California
$420K -$1.34K -12 -0.3%
MGIA
603
Matthew Goff Investment Advisor
Texas
$418K – – –
PP
604
PDT Partners
New York
$413K +$413K +3,706 New
TBA
605
Tower Bridge Advisors
Pennsylvania
$412K – – –
SRAM
606
Stone Ridge Asset Management
New York
$405K – – –
FHA
607
Flagship Harbor Advisors
Massachusetts
$402K +$111 +1 +0%
JMFC
608
J.M. Forbes & Co
Massachusetts
$401K – – –
CGL
609
Clarius Group LLC
Washington
$399K +$29.6K +264 +8%
TCOV
610
Trust Company of Vermont
Vermont
$395K – – –
SWM
611
Stockman Wealth Management
Montana
$392K -$1.12K -10 -0.3%
DADC
612
D.A. Davidson & Co
Montana
$391K – – –
NCM
613
Noesis Capital Mangement
Florida
$390K – – –
T
614
TrueFG
Texas
$390K +$390K +3,500 New
CIAS
615
Capital Investment Advisory Services
North Carolina
$385K -$11.6K -104 -3%
WSFS
616
Wilmington Savings Fund Society
Delaware
$384K +$8.69K +78 +2%
VF
617
Virtu Financial
New York
$382K -$5.01K -45 -1%
CAG
618
Csenge Advisory Group
Florida
$379K -$43.6K -391 -10%
RL
619
Ruffer LLP
United Kingdom
$379K -$26.8K -240 -7%
SCM
620
SOL Capital Management
Maryland
$375K -$55.6K -500 -13%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$373K – – –
DW
622
Domani Wealth
Pennsylvania
$372K – – –
FB
623
Fulton Bank
Pennsylvania
$371K – – –
GT
624
Greenleaf Trust
Michigan
$370K +$13.4K +120 +4%
HR
625
Hayden Royal
North Carolina
$368K +$368K +3,083 New
23 24
25
26 27