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Marsh & McLennan
MMC

Overview Fund Activity

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$168M
3
FPP
Findlay Park Partners
United Kingdom
+$104M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.9M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$144M
3
NLI
Nippon Life Insurance
Japan
-$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$93.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DW
651
Domani Wealth
Pennsylvania
$383K – – –
KFA
652
Krane Funds Advisors
New York
$381K -$27.5K -240 -7%
RB
653
Rodgers Brothers
Pennsylvania
$377K – – –
CG
654
Caprock Group
Idaho
$377K +$26.2K +228 +7%
AC
655
Asio Capital
Kentucky
$377K +$32.6K +284 +9%
HB
656
Homrich & Berg
Georgia
$372K -$7.8K -68 -2%
YMRC
657
Yorktown Management & Research Company
Virginia
$369K +$19.5K +170 +6%
SG
658
Strid Group
Pennsylvania
$368K – – –
CC
659
Chicago Capital
Illinois
$367K -$459K -4,000 -56%
SWM
660
Stockman Wealth Management
Montana
$366K -$1.15K -10 -0.3%
RW
661
REDW Wealth
New Mexico
$366K – – –
WANY
662
Wealthspire Advisors (New York)
New York
$361K +$9.64K +84 +3%
FI
663
Fosun International
China
$360K – – –
WWM
664
Western Wealth Management
Colorado
$360K +$14.1K +123 +4%
LSAG
665
Lake Street Advisors Group
New Hampshire
$358K -$20.9K -182 -6%
PI
666
Putnam Investments
Massachusetts
$356K -$27.5K -240 -7%
CAI
667
Capital Advisors Inc
Oklahoma
$356K +$11.7K +102 +3%
WFPG
668
Waller Financial Planning Group
Ohio
$346K +$1.38K +12 +0.4%
PWPS
669
Pinnacle Wealth Planning Services
Ohio
$341K -$2.52K -22 -0.7%
CAW
670
Cornerstone Advisors (Washington)
Washington
$341K +$9.52K +83 +3%
NSB
671
Norway Savings Bank
Maine
$338K +$71K +620 +27%
BWM
672
Buckley Wealth Management
Nevada
$337K -$111K -968 -25%
DWT
673
Dorsey & Whitney Trust
South Dakota
$335K -$1.38K -12 -0.4%
EMG
674
ETF Managers Group
New Jersey
$335K +$17.4K +153 +5%
BG
675
Bollard Group
Massachusetts
$334K – – –
25 26
27
28 29