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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 %
DC
626
DeDora Capital
California
$300K +$300K +3,002 New
WWM
627
Western Wealth Management
Colorado
$298K +$37.3K +370 +14%
SPIA
628
Steward Partners Investment Advisory
New York
$295K +$37.2K +372 +14%
BWM
629
Buckley Wealth Management
Nevada
$293K -$80.5K -804 -22%
IDBONY
630
Israel Discount Bank of New York
New York
$293K +$293K +2,929 New
WFPG
631
Waller Financial Planning Group
Ohio
$290K +$1.27K +13 +0.4%
CT
632
Cambridge Trust
Massachusetts
$288K -$500 -5 -0.2%
IUHSA
633
Itau Unibanco Holding S.A.
Brazil
$288K – – –
Dodge & Cox
634
Dodge & Cox
California
$286K – – –
NFP
635
Narus Financial Partners
Utah
$285K – – –
BSW
636
Buckingham Strategic Wealth
Missouri
$284K -$108K -1,082 -28%
P
637
Pitcairn
Pennsylvania
$282K -$3.41K -34 -1%
WSTAM
638
Wilbanks Smith & Thomas Asset Management
Virginia
$275K -$1K -10 -0.4%
CIP
639
Cornerstone Investment Partners
Georgia
$272K -$2.61K -26 -0.9%
DI
640
Diligent Investors
California
$271K -$30K -300 -10%
FI
641
Fosun International
China
$271K – – –
Fisher Asset Management
642
Fisher Asset Management
Washington
$271K +$271K +2,708 New
AA
643
Advisory Alpha
Michigan
$268K +$11.6K +121 +5%
DWT
644
Dorsey & Whitney Trust
South Dakota
$266K -$12.5K -125 -5%
LJHT
645
Laurie J. Hall Trustee
$265K -$15K -150 -5%
BOTW
646
Bank of the West
California
$264K – – –
LSAG
647
Lake Street Advisors Group
New Hampshire
$263K +$15.7K +158 +6%
BRM
648
Boston Research & Management
Massachusetts
$262K – – –
AHB
649
Abner Herrman & Brock
New Jersey
$261K +$4.41K +44 +2%
SWA
650
Sutton Wealth Advisors
Florida
$260K – – –
24 25
26
27 28