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Marsh & McLennan
MMC

Overview Fund Activity

921 hedge funds and large institutions have $49.8B invested in Marsh & McLennan in 2019 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 280 increasing their positions, 318 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+88
Holders Change %
+10.56%
% of All Funds
18.19%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
146
Increased
280
Reduced
318
Closed
44
Calls
$26.7M
Puts
$21.6M
Net Calls
+$5.16M
Net Calls Change
-$4.73M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.41B
2
American Century Companies
American Century Companies
Missouri
$328M
3
AAMU
Amundi Asset Management US
Massachusetts
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.71B
5
Morgan Stanley
Morgan Stanley
New York
$204M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
Ameriprise
Minnesota
$499M
3
Invesco
Invesco
Georgia
$281M
4
Capital World Investors
Capital World Investors
California
$1.66B
5
PI
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
651
Stevard LLC
Illinois
$304K +$304K +2,733 New
AA
652
Advisory Alpha
Michigan
$303K -$10.5K -94 -3%
WSTAM
653
Wilbanks Smith & Thomas Asset Management
Virginia
$302K -$3.67K -33 -1%
CIP
654
Cornerstone Investment Partners
Georgia
$302K – – –
CAN
655
Cetera Advisor Networks
California
$302K +$26.1K +234 +9%
WKWM
656
Walter & Keenan Wealth Management
Indiana
$301K -$55.7K -500 -16%
DWT
657
Dorsey & Whitney Trust
South Dakota
$297K +$1.34K +12 +0.5%
FCI
658
Financial Counselors Inc
Kansas
$297K +$13.2K +118 +5%
LSAG
659
Lake Street Advisors Group
New Hampshire
$296K +$779 +7 +0.3%
LJHT
660
Laurie J. Hall Trustee
$295K – – –
CCM
661
Coldstream Capital Management
Washington
$295K +$26.4K +237 +10%
BOTW
662
Bank of the West
California
$294K – – –
BRM
663
Boston Research & Management
Massachusetts
$291K – – –
SWA
664
Sutton Wealth Advisors
Florida
$289K – – –
AHB
665
Abner Herrman & Brock
New Jersey
$285K -$5.24K -47 -2%
BIM
666
Bridges Investment Management
Nebraska
$285K +$285K +2,559 New
BCM
667
Bayesian Capital Management
New York
$284K +$284K +2,545 New
AWM
668
Aberdeen Wealth Management
Illinois
$283K +$283K +2,536 New
DT
669
Diversified Trust
Tennessee
$280K +$280K +2,509 New
CC
670
Colrain Capital
Massachusetts
$279K – – –
SPIA
671
Steward Partners Investment Advisory
New York
$274K -$54K -486 -16%
HBT
672
Hills Bank & Trust
Iowa
$273K +$273K +2,456 New
WCM
673
Wallace Capital Management
Texas
$272K – – –
SPC
674
Sigma Planning Corp
Michigan
$270K +$270K +2,419 New
PFO
675
Pathstone Family Office
New Jersey
$269K +$269K +242 New
25 26
27
28 29