MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$168M
3
FPP
Findlay Park Partners
United Kingdom
+$104M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.9M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$144M
3
NLI
Nippon Life Insurance
Japan
-$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$93.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
626
Quadrant Capital Group
Ohio
$438K -$13.4K -117 -3%
BIM
627
Bridges Investment Management
Nebraska
$436K +$66.6K +581 +18%
IA
628
IndexIQ Advisors
New York
$436K +$265K +2,308 +155%
HCM
629
Hutchinson Capital Management
California
$433K – – –
AFP
630
Ausdal Financial Partners
Iowa
$433K +$1.72K +15 +0.4%
GRP
631
Global Retirement Partners
California
$426K -$89.8K -783 -17%
OPS
632
Orion Portfolio Solutions
Nebraska
$426K +$213K +1,861 +100%
NP
633
NorthRock Partners
Minnesota
$420K +$420K +3,662 New
PA
634
Parallel Advisors
California
$418K -$2.07K -18 -0.5%
DADC
635
D.A. Davidson & Co
Montana
$417K – – –
IBOK
636
Independence Bank of Kentucky
Kentucky
$409K -$28.6K -250 -7%
MC
637
Moors & Cabot
Massachusetts
$409K -$21.5K -187 -5%
HH
638
Hilltop Holdings
Texas
$405K +$5.73K +50 +1%
FAT
639
First American Trust
California
$405K +$405K +3,535 New
NCM
640
Noesis Capital Mangement
Florida
$401K – – –
T
641
TrueFG
Texas
$401K – – –
FCH
642
Freestone Capital Holdings
Washington
$397K +$153K +1,333 +63%
BJL
643
Brighton Jones LLC
Washington
$397K +$21.1K +184 +6%
KPWS
644
Kestra Private Wealth Services
Texas
$397K +$397K +3,464 New
WAM
645
Wealthspire Advisors (Maryland)
Maryland
$396K -$104K -906 -21%
VPIM
646
Vanguard Personalized Indexing Management
California
$393K +$120K +1,050 +44%
RL
647
Ruffer LLP
United Kingdom
$390K – – –
MAM
648
Meeder Asset Management
Ohio
$390K +$31.9K +278 +9%
TBA
649
Tower Bridge Advisors
Pennsylvania
$390K – – –
Assenagon Asset Management
650
Assenagon Asset Management
Luxembourg
$384K -$2.03M -17,692 -84%
24 25
26
27 28