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Marsh & McLennan
MMC

Overview Fund Activity

906 hedge funds and large institutions have $47.8B invested in Marsh & McLennan in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 324 increasing their positions, 319 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+29
Holders Change %
+3.31%
% of All Funds
18.62%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
106
Increased
324
Reduced
319
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
Lazard Asset Management
New York
$347M
3
Capital World Investors
Capital World Investors
California
$1.78B
4
Capital International Investors
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
BlackRock
New York
$4.36B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
APG Asset Management
Netherlands
$57.1M
5
AAMU
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
626
Empirical Finance
Pennsylvania
$361K +$45.2K +421 +14%
DW
627
Domani Wealth
Pennsylvania
$359K – – –
PI
628
Putnam Investments
Massachusetts
$359K +$24.6K +229 +7%
CAI
629
Capital Advisors Inc
Oklahoma
$357K – – –
HB
630
Homrich & Berg
Georgia
$356K -$119K -1,107 -25%
VVP
631
Venture Visionary Partners
Ohio
$355K +$91.7K +855 +35%
LSAG
632
Lake Street Advisors Group
New Hampshire
$354K +$7.08K +66 +2%
RB
633
Rodgers Brothers
Pennsylvania
$353K – – –
BJL
634
Brighton Jones LLC
Washington
$352K -$9.67K -90 -3%
BIM
635
Bridges Investment Management
Nebraska
$346K +$20.5K +191 +6%
DT
636
Diversified Trust
Tennessee
$346K +$76.8K +716 +29%
SG
637
Strid Group
Pennsylvania
$345K – – –
SWM
638
Stockman Wealth Management
Montana
$344K -$9.12K -85 -3%
RW
639
REDW Wealth
New Mexico
$343K – – –
CCG
640
Cypress Capital Group
Florida
$336K +$2.04K +19 +0.6%
MAM
641
Meeder Asset Management
Ohio
$335K +$255K +2,377 +319%
OSAM
642
O'Shaughnessy Asset Management
Connecticut
$333K +$285K +2,651 +588%
FI
643
Fosun International
China
$333K +$333K +3,160 New
WANY
644
Wealthspire Advisors (New York)
New York
$329K -$464K -4,318 -59%
CG
645
Caprock Group
Idaho
$328K +$7.83K +73 +2%
YMRC
646
Yorktown Management & Research Company
Virginia
$327K +$327K +3,050 New
CIBC World Market
647
CIBC World Market
Ontario, Canada
$325K +$325K +3,024 New
WWM
648
Western Wealth Management
Colorado
$324K -$19.2K -179 -6%
MCM
649
Manchester Capital Management
Vermont
$324K – – –
AC
650
Asio Capital
Kentucky
$322K -$32.2K -300 -9%
24 25
26
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