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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 %
SCM
626
SOL Capital Management
Maryland
$291K – – –
BJL
627
Brighton Jones LLC
Washington
$291K +$5.71K +66 +2%
LOAMS
628
Lombard Odier Asset Management (Switzerland)
Switzerland
$291K +$130K +1,505 +81%
DW
629
Domani Wealth
Pennsylvania
$289K – – –
AC
630
Asio Capital
Kentucky
$285K +$77.7K +900 +38%
SWM
631
Stockman Wealth Management
Montana
$284K -$19.4K -225 -6%
RB
632
Rodgers Brothers
Pennsylvania
$284K – – –
HR
633
Hayden Royal
North Carolina
$281K +$14.5K +168 +5%
LSAG
634
Lake Street Advisors Group
New Hampshire
$280K +$49.8K +576 +22%
SG
635
Strid Group
Pennsylvania
$278K – – –
MC
636
Moors & Cabot
Massachusetts
$277K -$65.2K -756 -19%
RW
637
REDW Wealth
New Mexico
$276K – – –
CAG
638
Csenge Advisory Group
Florida
$274K -$20K -231 -7%
WWM
639
Western Wealth Management
Colorado
$274K +$19.6K +228 +8%
EMG
640
ETF Managers Group
New Jersey
$273K +$27.9K +312 +11%
DZ Bank
641
DZ Bank
Germany
$272K +$76.2K +883 +39%
PI
642
Putnam Investments
Massachusetts
$270K -$105K -1,214 -28%
CCG
643
Cypress Capital Group
Florida
$269K -$114K -1,320 -30%
B
644
Barings
North Carolina
$265K +$27.9K +323 +12%
DHFB
645
Dixon Hubard Feinour & Brown
Virginia
$262K – – –
BIM
646
Bridges Investment Management
Nebraska
$262K +$40.7K +470 +18%
MCM
647
Manchester Capital Management
Vermont
$261K – – –
CAI
648
Capital Advisors Inc
Oklahoma
$260K -$779 -9 -0.3%
AIP
649
ARS Investment Partners
New York
$259K -$6.76M -78,341 -96%
APA
650
American Portfolios Advisors
New York
$259K -$416K -4,816 -62%
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