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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
2
Ameriprise
Minnesota
$499M
3
Invesco
3
Invesco
Georgia
$281M
4
Capital World Investors
4
Capital World Investors
California
$1.66B
5
PI
5
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDWM
676
Brewin Dolphin Wealth Management
Ireland
$268K -$5.57K -50 -2%
NC
677
Nicholas Company
Wisconsin
$267K – – –
GWS
678
Glassman Wealth Services
Virginia
$266K +$557 +5 +0.2%
GC
679
Gilbert & Cook
Iowa
$265K -$20K -180 -7%
AIA
680
Alera Investment Advisors
Illinois
$264K -$18.8K -169 -7%
LA
681
Lau Associates
Delaware
$263K – – –
VC
682
Veracity Capital
Georgia
$262K +$262K +2,348 New
PIA
683
Powell Investment Advisors
Florida
$262K +$262K +2,350 New
BP
684
Ballentine Partners
Massachusetts
$259K – – –
WWM
685
Windsor Wealth Management
Indiana
$257K +$16.7K +150 +7%
LF
686
Lantz Financial
Illinois
$255K +$255K +2,292 New
DZ Bank
687
DZ Bank
Germany
$254K -$269K -2,400 -51%
CC
688
Cognios Capital
Kansas
$254K +$254K +2,287 New
PCA
689
Personal Capital Advisors
California
$253K -$4.79K -43 -2%
IC
690
InterOcean Capital
Illinois
$253K – – –
NFP
691
Narus Financial Partners
Utah
$250K -$67.1K -602 -21%
MCM
692
Marathon Capital Management
Maryland
$250K -$3.89K -35 -2%
FI
693
Fosun International
China
$249K -$56.1K -500 -18%
PCG
694
Private Capital Group
Connecticut
$246K -$90.6K -815 -27%
PA
695
Procyon Advisors
Connecticut
$246K +$246K +2,205 New
GG
696
Gofen & Glossberg
Illinois
$245K – – –
MA
697
Montag & Associates
Georgia
$245K – – –
RIM
698
Reliant Investment Management
Tennessee
$244K – – –
SHWM
699
Smith & Howard Wealth Management
Georgia
$244K – – –
GA
700
Geller Advisors
New York
$244K +$244K +2,187 New
26 27
28
29 30