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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 %
MA
676
Montag & Associates
Georgia
$220K -$2.7K -27 -1%
GG
677
Gofen & Glossberg
Illinois
$220K – – –
PWPS
678
Pinnacle Wealth Planning Services
Ohio
$220K +$220K +2,202 New
RIM
679
Reliant Investment Management
Tennessee
$219K – – –
SHWM
680
Smith & Howard Wealth Management
Georgia
$219K +$219K +2,190 New
BDF
681
Balasa Dinverno & Foltz
$216K – – –
IWM
682
IHT Wealth Management
Illinois
$214K +$214K +2,141 New
PNC
683
Park National Corp
Ohio
$212K – – –
YMRC
684
Yorktown Management & Research Company
Virginia
$210K – – –
MSFP
685
Mark Sheptoff Financial Planning
Connecticut
$210K – – –
BWAM
686
Boyd Watterson Asset Management
Ohio
$210K – – –
CAW
687
Cornerstone Advisors (Washington)
Washington
$208K +$15.9K +159 +8%
WWM
688
Windsor Wealth Management
Indiana
$207K -$19K -198 -8%
AF
689
Advisornet Financial
Minnesota
$206K +$53.2K +532 +35%
RMC
690
Resources Management Corp
Connecticut
$205K +$205K +2,050 New
LWCFA
691
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K -$6K -60 -3%
EMG
692
ETF Managers Group
New Jersey
$203K -$1.89K -19 -0.9%
CFA
693
Carroll Financial Associates
North Carolina
$201K +$53.4K +534 +36%
KCM
694
Kornitzer Capital Management
Kansas
$200K +$200K +2,000 New
SCI
695
S&CO Inc
Massachusetts
$200K +$200K +2,000 New
AWM
696
AE Wealth Management
Kansas
$200K +$200K +2,004 New
NB
697
Nicolet Bankshares
Wisconsin
$198K +$198K +1,979 New
WAP
698
Wealthcare Advisory Partners
Pennsylvania
$191K – – –
APW
699
Acima Private Wealth
Virginia
$188K – – –
CFG
700
CKW Financial Group
Hawaii
$187K – – –
26 27
28
29 30