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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 %
GT
626
Greenleaf Trust
Michigan
$290K +$27.6K +277 +11%
IUHSA
627
Itau Unibanco Holding S.A.
Brazil
$288K -$221K -2,228 -43%
CT
628
Cambridge Trust
Massachusetts
$288K -$7.49K -75 -3%
LGWM
629
Litman Gregory Wealth Management
California
$287K +$287K +2,882 New
Dodge & Cox
630
Dodge & Cox
California
$285K – – –
P
631
Pitcairn
Pennsylvania
$285K +$9.4K +94 +3%
NFP
632
Narus Financial Partners
Utah
$284K +$284K +2,850 New
LJHT
633
Laurie J. Hall Trustee
$280K – – –
DWT
634
Dorsey & Whitney Trust
South Dakota
$277K -$200 -2 -0.1%
VF
635
Virtu Financial
New York
$277K +$277K +2,772 New
WSTAM
636
Wilbanks Smith & Thomas Asset Management
Virginia
$275K -$20K -201 -7%
CIP
637
Cornerstone Investment Partners
Georgia
$273K -$60.7M -608,810 -100%
Group One Trading
638
Group One Trading
Illinois
$271K +$271K +2,716 New
FI
639
Fosun International
China
$270K +$49.6K +500 +23%
AA
640
Advisory Alpha
Michigan
$269K +$14.6K +145 +6%
CAPTRUST Financial Advisors
641
CAPTRUST Financial Advisors
North Carolina
$268K -$8.37K -84 -3%
AIA
642
Alera Investment Advisors
Illinois
$265K – – –
BOTW
643
Bank of the West
California
$264K -$5.4K -54 -2%
LC
644
Lourd Capital
California
$262K -$12.5K -125 -5%
BRM
645
Boston Research & Management
Massachusetts
$261K – – –
SWA
646
Sutton Wealth Advisors
Florida
$259K – – –
SPIA
647
Steward Partners Investment Advisory
New York
$257K +$257K +2,580 New
WWM
648
Western Wealth Management
Colorado
$255K -$21.1K -214 -8%
AHB
649
Abner Herrman & Brock
New Jersey
$255K – – –
GC
650
Gilbert & Cook
Iowa
$255K – – –
24 25
26
27 28