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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
2
Ameriprise
Minnesota
$499M
3
Invesco
3
Invesco
Georgia
$281M
4
Capital World Investors
4
Capital World Investors
California
$1.66B
5
PI
5
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
626
Brighton Jones LLC
Washington
$368K +$85.3K +765 +30%
CBU
627
CIBC Bank USA
Illinois
$366K – – –
RB
628
Rodgers Brothers
Pennsylvania
$366K – – –
NSAM
629
North Star Asset Management
Wisconsin
$362K – – –
MWP
630
MYCIO Wealth Partners
Pennsylvania
$361K -$3.23K -29 -0.9%
SG
631
Strid Group
Pennsylvania
$358K – – –
RW
632
REDW Wealth
New Mexico
$355K – – –
EIA
633
Edgemoor Investment Advisors
Maryland
$350K – – –
CG
634
Caprock Group
Idaho
$344K -$11.9K -107 -3%
CT
635
Cambridge Trust
Massachusetts
$343K +$22K +197 +7%
Jane Street
636
Jane Street
New York
$338K -$7.68K -69 -2%
DHFB
637
Dixon Hubard Feinour & Brown
Virginia
$337K – – –
MCM
638
Manchester Capital Management
Vermont
$336K – – –
CAI
639
Capital Advisors Inc
Oklahoma
$336K +$1K +9 +0.3%
PTC
640
Provident Trust Company
Wisconsin
$334K – – –
WFPG
641
Waller Financial Planning Group
Ohio
$332K +$1.45K +13 +0.4%
WWM
642
Western Wealth Management
Colorado
$330K +$668 +6 +0.2%
OWD
643
Osborn Williams & Donohoe
Ohio
$324K -$16.7K -150 -5%
PFA
644
Pathway Financial Advisors
Vermont
$322K +$322K +2,823 New
Dodge & Cox
645
Dodge & Cox
California
$319K – – –
Fisher Asset Management
646
Fisher Asset Management
Washington
$311K +$9.03K +81 +3%
B
647
Barings
North Carolina
$307K -$560K -5,000 -65%
EMG
648
ETF Managers Group
New Jersey
$307K +$78.8K +704 +35%
BWM
649
Buckley Wealth Management
Nevada
$306K -$19.6K -176 -6%
NP
650
NorthRock Partners
Minnesota
$304K +$304K +2,729 New
24 25
26
27 28