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Marsh & McLennan
MMC

Overview Fund Activity

844 hedge funds and large institutions have $44.2B invested in Marsh & McLennan in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
296
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$527M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.28B
4
A
AustralianSuper
Australia
$180M
5
Capital Research Global Investors
Capital Research Global Investors
California
$403M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.64B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.22B
3
Artisan Partners
Artisan Partners
Wisconsin
$558M
4
BlackRock
BlackRock
New York
$4.2B
5
UIM
USS Investment Management
United Kingdom
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
701
Advisornet Financial
Minnesota
$152K +$5.57K +56 +4%
FIA
702
FNY Investment Advisers
New York
$149K +$149K +1,500 New
CFA
703
Carroll Financial Associates
North Carolina
$147K +$50.1K +503 +52%
GLI
704
Guardian Life Insurance
New York
$145K – – –
DWM
705
Doyle Wealth Management
Florida
$140K +$140K +1,400 New
SSB
706
Sandy Spring Bank
Maryland
$137K +$67.2K +675 +96%
OFS
707
Orrstown Financial Services
Pennsylvania
$136K -$18.5K -185 -12%
FL
708
Fort LP
Maryland
$135K +$13.2K +132 +11%
LPIC
709
LeJeune Puetz Investment Counsel
Michigan
$131K – – –
MA
710
MUFG Americas
New York
$130K +$7.89K +79 +6%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$125K +$1.6K +16 +1%
DWM
712
Destination Wealth Management
California
$124K -$20.7K -208 -14%
TF
713
Tompkins Financial
New York
$123K -$118K -1,180 -49%
FPFS
714
First Personal Financial Services
North Carolina
$122K +$19.7K +198 +19%
JWA
715
JFS Wealth Advisors
Pennsylvania
$120K – – –
NO
716
Ninety One
South Africa
$118K – – –
OIA
717
OneDigital Investment Advisors
Kansas
$115K -$5.41K -54 -4%
ESB
718
Essex Savings Bank
Connecticut
$111K +$85.7K +858 +339%
TRCT
719
Tower Research Capital (TRC)
New York
$109K -$571K -5,698 -84%
AIS
720
Accurate Investment Solutions
Pennsylvania
$105K – – –
HCM
721
HMS Capital Management
Tennessee
$104K +$104K +1,043 New
WWM
722
Willingdon Wealth Management
North Carolina
$100K – – –
DWA
723
Dougherty Wealth Advisers
Minnesota
$98K – – –
CCM
724
Covington Capital Management
California
$96K – – –
SNT
725
Security National Trust
West Virginia
$93K -$18.6K -187 -17%
27 28
29
30 31