MMC icon

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 %
FRM
701
Fox Run Management
Connecticut
$243K +$243K +2,179 New
DI
702
Diligent Investors
California
$241K -$61.4K -550 -20%
JT
703
Jump Trading
Illinois
$241K +$241K +2,163 New
BDF
704
Balasa Dinverno & Foltz
$240K – – –
AWE
705
Avidian Wealth Enterprises
Texas
$240K +$240K +2,154 New
CF
706
Centaurus Financial
California
$238K +$238K +2,134 New
PNC
707
Park National Corp
Ohio
$236K – – –
CAW
708
Cornerstone Advisors (Washington)
Washington
$236K +$4.02K +36 +2%
YMRC
709
Yorktown Management & Research Company
Virginia
$234K – – –
MSFP
710
Mark Sheptoff Financial Planning
Connecticut
$234K – – –
BWAM
711
Boyd Watterson Asset Management
Ohio
$234K – – –
JIM
712
Jupiter Investment Management
United Kingdom
$233K +$233K +2,100 New
PWPS
713
Pinnacle Wealth Planning Services
Ohio
$232K -$12.4K -112 -5%
FAIM
714
Financial Advocates Investment Management
Washington
$232K +$232K +2,085 New
AWM
715
AE Wealth Management
Kansas
$231K +$7.47K +67 +3%
VVP
716
Venture Visionary Partners
Ohio
$230K +$230K +2,067 New
EW
717
Evoke Wealth
California
$227K +$54.7K +491 +32%
KCM
718
Kornitzer Capital Management
Kansas
$223K – – –
SCI
719
S&CO Inc
Massachusetts
$223K – – –
HAIM
720
Hunter Associates Investment Management
Pennsylvania
$223K +$223K +2,000 New
NB
721
Nicolet Bankshares
Wisconsin
$220K – – –
SL
722
Signition LP
New York
$219K +$219K +1,970 New
CFA
723
Carroll Financial Associates
North Carolina
$217K -$5.99K -54 -3%
ABC
724
Associated Banc-Corp
Wisconsin
$217K +$217K +1,943 New
FA
725
Faithward Advisors
Pennsylvania
$216K +$216K +1,937 New
27 28
29
30 31