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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 %
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$507K +$380K +3,317 +300%
SCA
602
Snowden Capital Advisors
New York
$498K -$1.74M -15,196 -78%
CGL
603
Clarius Group LLC
Washington
$495K +$4.13K +36 +0.8%
V
604
VeraBank
Texas
$494K – – –
AAS
605
Avantax Advisory Services
Texas
$492K +$492K +4,281 New
MSAM
606
Moloney Securities Asset Management
Missouri
$492K +$492K +4,286 New
EF
607
Empirical Finance
Pennsylvania
$490K +$105K +915 +27%
DSC
608
Duncker Streett & Co
Missouri
$482K – – –
EGM
609
Engineers Gate Manager
New York
$479K -$1.3M -11,317 -73%
ONB
610
Old National Bancorp
Indiana
$477K +$26.8K +234 +6%
CAAS
611
Capital Asset Advisory Services
Michigan
$476K +$6.31K +55 +1%
FHB
612
First Hawaiian Bank
Hawaii
$475K -$102K -885 -18%
KAS
613
Kestra Advisory Services
Texas
$474K +$474K +64 New
AUB
614
Atlantic Union Bankshares
Virginia
$468K +$6.08K +53 +1%
OSAM
615
O'Shaughnessy Asset Management
Connecticut
$468K +$112K +980 +32%
IDBONY
616
Israel Discount Bank of New York
New York
$461K -$38.8K -338 -8%
QI
617
Qtron Investments
Massachusetts
$461K +$219K +1,910 +91%
ARMT
618
Amica Retiree Medical Trust
Rhode Island
$459K – – –
MMHP
619
Murphy Middleton Hinkle & Parker
Georgia
$458K – – –
IC
620
Inscription Capital
Texas
$457K – – –
TNB
621
TCF National Bank
South Dakota
$454K -$119K -1,039 -21%
FMLI
622
Fukoku Mutual Life Insurance
Japan
$452K – – –
FCI
623
Financial Counselors Inc
Kansas
$451K -$91.7K -800 -17%
XM
624
XTX Markets
New York
$447K +$447K +3,895 New
MGIA
625
Matthew Goff Investment Advisor
Texas
$446K – – –
23 24
25
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