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Marsh & McLennan
MMC

Overview Fund Activity

844 hedge funds and large institutions have $44.2B invested in Marsh & McLennan in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
296
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$527M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.28B
4
A
AustralianSuper
Australia
$180M
5
Capital Research Global Investors
Capital Research Global Investors
California
$403M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.22B
3
Artisan Partners
Artisan Partners
Wisconsin
$558M
4
BlackRock
BlackRock
New York
$4.2B
5
UIM
USS Investment Management
United Kingdom
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
651
Financial Counselors Inc
Kansas
$254K – – –
LIC
652
Lodestar Investment Counsel
Illinois
$254K +$300 +3 +0.1%
BCI
653
Brinker Capital Investments
Pennsylvania
$251K – – –
NC
654
Nicholas Company
Wisconsin
$249K -$39.8K -400 -14%
LSAG
655
Lake Street Advisors Group
New Hampshire
$249K -$8.68K -87 -3%
CC
656
Colrain Capital
Massachusetts
$249K – – –
LCM
657
Laurion Capital Management
New York
$249K +$249K +2,500 New
BDWM
658
Brewin Dolphin Wealth Management
Ireland
$245K – – –
WCM
659
Wallace Capital Management
Texas
$244K -$799 -8 -0.3%
WTC
660
WhitTier Trust Company
Nevada
$240K – – –
MBTD
661
Mechanics Bank - Trust Department
California
$239K -$311K -3,104 -57%
NC
662
Noked Capital
Israel
$239K +$239K +2,400 New
NI
663
Noked Israel
Israel
$239K +$239K +2,400 New
GWS
664
Glassman Wealth Services
Virginia
$237K +$1.1K +11 +0.5%
WWM
665
Windsor Wealth Management
Indiana
$237K +$4.83K +48 +2%
PP
666
PagnatoKarp Partners
Virginia
$237K +$237K +2,371 New
GCP
667
GSA Capital Partners
United Kingdom
$233K -$1.05M -10,469 -82%
CCM
668
Coldstream Capital Management
Washington
$232K +$18K +180 +8%
CAG
669
Csenge Advisory Group
Florida
$231K -$799 -8 -0.3%
Susquehanna International Group
670
Susquehanna International Group
Pennsylvania
$229K +$229K +2,300 New
PSG
671
Planning Solutions Group
Maryland
$228K – – –
IC
672
InterOcean Capital
Illinois
$227K – – –
MCM
673
Marathon Capital Management
Maryland
$227K – – –
CAN
674
Cetera Advisor Networks
California
$223K +$223K +2,242 New
MA
675
Montag & Associates
Georgia
$222K +$2.69K +27 +1%
25 26
27
28 29