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Marsh & McLennan
MMC

Overview Fund Activity

833 hedge funds and large institutions have $44.4B invested in Marsh & McLennan in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 312 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
66
Increased
276
Reduced
312
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$847M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.52B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
4
UBS AM
UBS AM
Illinois
$598M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$699M
5
UBS Group
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
651
Gilbert & Cook
Iowa
$256K – – –
FCI
652
Financial Counselors Inc
Kansas
$255K – – –
AIA
653
Alera Investment Advisors
Illinois
$254K -$11.9K -119 -4%
BJL
654
Brighton Jones LLC
Washington
$254K +$254K +2,534 New
CAN
655
Cetera Advisor Networks
California
$251K +$23.8K +235 +10%
CC
656
Colrain Capital
Massachusetts
$250K – – –
TFCP
657
Twin Focus Capital Partners
Massachusetts
$250K +$250K +2,500 New
BDWM
658
Brewin Dolphin Wealth Management
Ireland
$246K – – –
CAPTRUST Financial Advisors
659
CAPTRUST Financial Advisors
North Carolina
$244K -$24.7K -247 -9%
WCM
660
Wallace Capital Management
Texas
$244K – – –
CCM
661
Coldstream Capital Management
Washington
$241K +$8.11K +81 +3%
NC
662
Nicholas Company
Wisconsin
$240K -$10K -100 -4%
GWS
663
Glassman Wealth Services
Virginia
$238K +$400 +4 +0.2%
LA
664
Lau Associates
Delaware
$236K -$80K -800 -25%
IA
665
IFP Advisors
Florida
$236K +$236K +2,419 New
CG
666
Cutler Group
California
$235K -$72K -721 -23%
USAA
667
United Services Automobile Association
Texas
$233K -$26.2M -261,128 -99%
BP
668
Ballentine Partners
Massachusetts
$232K +$18.5K +185 +9%
SSB
669
Sandy Spring Bank
Maryland
$232K +$94K +938 +68%
PCA
670
Personal Capital Advisors
California
$231K +$10.3K +103 +5%
LGWM
671
Litman Gregory Wealth Management
California
$228K -$60.3K -603 -21%
IC
672
InterOcean Capital
Illinois
$228K – – –
MCM
673
Marathon Capital Management
Maryland
$228K – – –
PRC
674
Pearl River Capital
Michigan
$223K +$223K +2,225 New
1832 Asset Management
675
1832 Asset Management
Ontario, Canada
$222K +$221K +2,652 +17,680%
25 26
27
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