MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

877 hedge funds and large institutions have $38.6B invested in Marsh & McLennan in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 311 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-44
Holders Change %
-4.78%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.27%
New
85
Increased
311
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$129M
3
BlackRock
BlackRock
New York
+$107M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$93.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
3
UBS Group
UBS Group
Switzerland
-$141M
4
AAMU
Amundi Asset Management US
Massachusetts
-$125M
5
AC
Alleghany Corporation
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
651
Caprock Group
Idaho
$258K -$8.99K -104 -3%
WFPG
652
Waller Financial Planning Group
Ohio
$258K +$1.04K +12 +0.4%
EF
653
Empirical Finance
Pennsylvania
$254K +$90.3K +1,045 +55%
OWD
654
Osborn Williams & Donohoe
Ohio
$251K – – –
AA
655
Advisory Alpha
Michigan
$250K – – –
Dodge & Cox
656
Dodge & Cox
California
$247K – – –
TCOV
657
Trust Company of Vermont
Vermont
$246K -$60.3K -699 -20%
Fisher Asset Management
658
Fisher Asset Management
Washington
$246K +$4.67K +54 +2%
CT
659
Cambridge Trust
Massachusetts
$243K -$22.6K -262 -9%
NSAM
660
North Star Asset Management
Wisconsin
$238K -$43.3K -500 -15%
BP
661
Ballentine Partners
Massachusetts
$237K +$35.5K +410 +18%
SL
662
Stevard LLC
Illinois
$236K – – –
CAW
663
Cornerstone Advisors (Washington)
Washington
$236K +$53.5K +620 +29%
CIP
664
Cornerstone Investment Partners
Georgia
$235K – – –
DWT
665
Dorsey & Whitney Trust
South Dakota
$232K +$2.33K +27 +1%
HMS
666
Hanseatic Management Services
New Mexico
$230K +$230K +2,664 New
FCI
667
Financial Counselors Inc
Kansas
$229K -$1.56K -18 -0.7%
SPIA
668
Steward Partners Investment Advisory
New York
$227K +$13.9K +161 +7%
BRM
669
Boston Research & Management
Massachusetts
$226K – – –
PFA
670
Pathway Financial Advisors
Vermont
$226K – – –
AHB
671
Abner Herrman & Brock
New Jersey
$226K +$4.93K +57 +2%
SWA
672
Sutton Wealth Advisors
Florida
$226K +$1.3K +15 +0.6%
PCG
673
Private Capital Group
Connecticut
$224K +$32.5K +375 +17%
OMC
674
Old Mission Capital
Illinois
$221K +$221K +2,554 New
MCA
675
Mercer Capital Advisers
New Jersey
$220K -$259K -3,000 -54%
25 26
27
28 29