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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 %
WSTAM
676
Wilbanks Smith & Thomas Asset Management
Virginia
$219K -$15.6K -180 -7%
QIM
677
Quantitative Investment Management
Virginia
$219K +$219K +2,539 New
DT
678
Diversified Trust
Tennessee
$217K – – –
WWM
679
Windsor Wealth Management
Indiana
$216K +$16.8K +195 +8%
BFM
680
Boston Financial Management
Massachusetts
$214K -$548K -6,350 -72%
FIM
681
Freedom Investment Management
Connecticut
$214K +$4.2K +36 +2%
CAN
682
Cetera Advisor Networks
California
$213K -$21.9K -253 -9%
BOTW
683
Bank of the West
California
$213K -$15.2K -176 -7%
VVP
684
Venture Visionary Partners
Ohio
$212K +$33.6K +389 +19%
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K +$49.2K +571 +30%
AWM
686
Aberdeen Wealth Management
Illinois
$211K -$8.66K -100 -4%
WCM
687
Wallace Capital Management
Texas
$211K – – –
GWS
688
Glassman Wealth Services
Virginia
$211K +$4.42K +51 +2%
FAIM
689
Financial Advocates Investment Management
Washington
$209K +$28.6K +331 +16%
ONB
690
Old National Bancorp
Indiana
$209K +$209K +2,407 New
GC
691
Gilbert & Cook
Iowa
$206K – – –
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$206K +$26.7K +311 +15%
CCM
693
Coldstream Capital Management
Washington
$205K -$22.6K -263 -10%
AIA
694
Alera Investment Advisors
Illinois
$205K – – –
AWE
695
Avidian Wealth Enterprises
Texas
$205K +$18.5K +214 +10%
BDWM
696
Brewin Dolphin Wealth Management
Ireland
$204K -$4.32K -50 -2%
PIA
697
Powell Investment Advisors
Florida
$203K – – –
FC
698
FORA Capital
Florida
$202K -$692K -8,013 -77%
PRC
699
Pearl River Capital
Michigan
$201K +$201K +2,324 New
PA
700
Procyon Advisors
Connecticut
$184K -$6.57K -76 -3%
26 27
28
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