MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

906 hedge funds and large institutions have $47.8B invested in Marsh & McLennan in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 324 increasing their positions, 319 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+29
Holders Change %
+3.31%
% of All Funds
18.62%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
106
Increased
324
Reduced
319
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
Lazard Asset Management
New York
$347M
3
Capital World Investors
Capital World Investors
California
$1.78B
4
Capital International Investors
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
BlackRock
New York
$4.36B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
APG Asset Management
Netherlands
$57.1M
5
AAMU
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFPG
651
Waller Financial Planning Group
Ohio
$322K +$1.29K +12 +0.4%
PWPS
652
Pinnacle Wealth Planning Services
Ohio
$322K +$64.5K +601 +25%
BFM
653
Boston Financial Management
Massachusetts
$318K +$51.6K +480 +19%
DWT
654
Dorsey & Whitney Trust
South Dakota
$316K +$26.5K +246 +9%
AA
655
Advisory Alpha
Michigan
$315K – – –
BG
656
Bollard Group
Massachusetts
$312K +$312K +2,908 New
CAW
657
Cornerstone Advisors (Washington)
Washington
$310K +$16.7K +156 +6%
APA
658
American Portfolios Advisors
New York
$308K -$13.4K -125 -4%
SPIA
659
Steward Partners Investment Advisory
New York
$308K +$26.2K +244 +9%
Dodge & Cox
660
Dodge & Cox
California
$307K – – –
AWM
661
Aberdeen Wealth Management
Illinois
$307K +$45.6K +425 +17%
AI
662
Atom Investors
Texas
$301K +$301K +2,806 New
AIP
663
ARS Investment Partners
New York
$298K -$24.2K -225 -8%
FFA
664
First Foundation Advisors
California
$295K -$478K -4,454 -62%
NSAM
665
North Star Asset Management
Wisconsin
$295K – – –
CIM
666
Contravisory Investment Management
Massachusetts
$295K +$82.2K +766 +39%
EMG
667
ETF Managers Group
New Jersey
$293K -$28.3K -269 -9%
AWE
668
Avidian Wealth Enterprises
Texas
$291K +$36.7K +342 +14%
RWM
669
RKL Wealth Management
Pennsylvania
$290K -$99.6K -928 -26%
WKWM
670
Walter & Keenan Wealth Management
Indiana
$290K +$290K +2,700 New
CTC
671
Central Trust Company
Missouri
$289K -$764K -7,101 -73%
BP
672
Ballentine Partners
Massachusetts
$289K -$5.49K -51 -2%
SWA
673
Sutton Wealth Advisors
Florida
$285K +$4.94K +46 +2%
FHA
674
Flagship Harbor Advisors
Massachusetts
$285K -$101K -947 -26%
BRM
675
Boston Research & Management
Massachusetts
$281K – – –
25 26
27
28 29