MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

877 hedge funds and large institutions have $38.6B invested in Marsh & McLennan in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 311 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-44
Holders Change %
-4.78%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.27%
New
85
Increased
311
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$129M
3
BlackRock
BlackRock
New York
+$107M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$93.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
3
UBS Group
UBS Group
Switzerland
-$141M
4
AAMU
Amundi Asset Management US
Massachusetts
-$125M
5
AC
Alleghany Corporation
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
601
Murphy Middleton Hinkle & Parker
Georgia
$345K – – –
TNB
602
TCF National Bank
South Dakota
$342K – – –
FNT
603
First National Trust
Pennsylvania
$341K -$47.3K -546 -12%
FMLI
604
Fukoku Mutual Life Insurance
Japan
$341K – – –
BWM
605
Buckley Wealth Management
Nevada
$338K +$100K +1,159 +42%
MGIA
606
Matthew Goff Investment Advisor
Texas
$332K +$8.04K +93 +2%
CGL
607
Clarius Group LLC
Washington
$332K +$25K +289 +8%
IBOK
608
Independence Bank of Kentucky
Kentucky
$330K +$308K +3,570 +1,428%
PA
609
Parallel Advisors
California
$329K -$77.9K -903 -19%
HCM
610
Hutchinson Capital Management
California
$326K – – –
RIM
611
Rampart Investment Management
Connecticut
$322K -$1.71M -19,771 -84%
PA
612
Pinnacle Associates
New York
$318K +$318K +3,674 New
MIA
613
MainStreet Investment Advisors
Illinois
$318K +$318K +3,677 New
RWM
614
RKL Wealth Management
Pennsylvania
$314K -$153K -1,772 -33%
Lido Advisors
615
Lido Advisors
California
$314K -$73.4K -848 -19%
FHA
616
Flagship Harbor Advisors
Massachusetts
$312K – – –
GT
617
Greenleaf Trust
Michigan
$312K +$25.3K +293 +9%
BFEC
618
Benjamin F. Edwards & Company
Missouri
$308K +$18.7K +217 +6%
HH
619
Hilltop Holdings
Texas
$307K -$28.7K -332 -9%
DADC
620
D.A. Davidson & Co
Montana
$304K – – –
T
621
TrueFG
Texas
$303K – – –
NCM
622
Noesis Capital Mangement
Florida
$303K – – –
CIAS
623
Capital Investment Advisory Services
North Carolina
$301K +$2.34K +27 +0.8%
RL
624
Ruffer LLP
United Kingdom
$294K – – –
TBA
625
Tower Bridge Advisors
Pennsylvania
$294K -$25.9K -300 -8%
23 24
25
26 27