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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
+$349M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$284M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$183M
4
UBS AM
UBS AM
Illinois
+$104M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$93.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$136M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$129M
3
Citadel Advisors
Citadel Advisors
Florida
-$87.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$81.2M
5
UBS Group
UBS Group
Switzerland
-$70.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLWA
701
Kelly Lawrence W & Associates
California
$180K -$20K -200 -10%
SFSIG
702
San Francisco Sentry Investment Group
California
$165K -$11.1K -110 -6%
MPWT
703
MassMutual Private Wealth & Trust
Connecticut
$155K -$13.3K -133 -8%
EW
704
Evoke Wealth
California
$155K +$155K +1,546 New
GLI
705
Guardian Life Insurance
New York
$148K +$2.6K +26 +2%
LPIC
706
LeJeune Puetz Investment Counsel
Michigan
$131K – – –
MA
707
MUFG Americas
New York
$130K – – –
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$126K +$401 +4 +0.3%
TF
709
Tompkins Financial
New York
$124K – – –
SBSB
710
Sullivan, Bruyette, Speros & Blaney
Virginia
$121K +$121K +1,214 New
JWA
711
JFS Wealth Advisors
Pennsylvania
$120K – – –
OFS
712
Orrstown Financial Services
Pennsylvania
$113K -$23K -230 -17%
AIS
713
Accurate Investment Solutions
Pennsylvania
$105K – – –
QT
714
Quantamental Technologies
New York
$104K +$104K +1,044 New
DWA
715
Dougherty Wealth Advisers
Minnesota
$99K – – –
CCM
716
Covington Capital Management
California
$97K +$903 +9 +0.9%
CIA
717
CSat Investment Advisory
Michigan
$97K +$9.39K +93 +11%
PO
718
Private Ocean
California
$95K – – –
WWM
719
Willingdon Wealth Management
North Carolina
$93K -$6.89K -69 -7%
BFC
720
Bedel Financial Consulting
Indiana
$93K +$4.98K +50 +6%
SNT
721
Security National Trust
West Virginia
$91K -$2.5K -25 -3%
CIM
722
Contravisory Investment Management
Massachusetts
$87K +$12.2K +121 +16%
RWA
723
Ropes Wealth Advisors
Massachusetts
$86K -$4.81K -48 -5%
WB
724
Webster Bank
Connecticut
$86K – – –
ASN
725
Advisory Services Network
Georgia
$85K – – –
27 28
29
30 31