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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 %
PCG
676
Private Capital Group
Connecticut
$279K +$1.5K +14 +0.5%
CCM
677
Coldstream Capital Management
Washington
$276K +$20.9K +195 +8%
SC
678
Savant Capital
Illinois
$273K +$273K +2,538 New
SCM
679
SOL Capital Management
Maryland
$271K -$91.4K -850 -25%
FAIM
680
Financial Advocates Investment Management
Washington
$268K +$8.38K +78 +3%
BOTW
681
Bank of the West
California
$265K – – –
B
682
Barings
North Carolina
$265K – – –
WCM
683
Wallace Capital Management
Texas
$262K – – –
TMAM
684
Tokio Marine Asset Management
Japan
$262K +$262K +2,437 New
IC
685
IEQ Capital
California
$258K -$448K -4,173 -63%
HFM
686
Harvest Fund Management
China
$257K +$117K +1,086 +83%
MFG
687
Magnus Financial Group
New York
$257K +$257K +2,393 New
GC
688
Gilbert & Cook
Iowa
$256K – – –
WSTAM
689
Wilbanks Smith & Thomas Asset Management
Virginia
$255K -$16.7K -156 -6%
VPIM
690
Vanguard Personalized Indexing Management
California
$255K +$255K +2,377 New
AIA
691
Alera Investment Advisors
Illinois
$254K – – –
BDWM
692
Brewin Dolphin Wealth Management
Ireland
$253K – – –
MF
693
Magnetar Financial
Illinois
$252K -$1.1M -10,257 -81%
PIA
694
Powell Investment Advisors
Florida
$252K – – –
PA
695
Pinnacle Associates
New York
$250K -$145K -1,350 -37%
DHFB
696
Dixon Hubard Feinour & Brown
Virginia
$250K -$95K -833 -28%
NSB
697
Norway Savings Bank
Maine
$250K +$100K +935 +67%
Fisher Asset Management
698
Fisher Asset Management
Washington
$249K -$55.9K -521 -18%
WWM
699
Windsor Wealth Management
Indiana
$248K -$20.7K -193 -8%
IA
700
IFP Advisors
Florida
$247K +$62.1K +585 +34%
26 27
28
29 30