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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 %
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$182K – – –
NIT
702
NumerixS Investment Technologies
British Columbia, Canada
$173K +$173K +2,000 New
CF
703
Centaurus Financial
California
$171K -$13K -151 -7%
NB
704
Nicolet Bankshares
Wisconsin
$171K – – –
CIM
705
Contravisory Investment Management
Massachusetts
$171K +$90.3K +1,047 +112%
PCM
706
Penserra Capital Management
California
$170K +$26.4K +255 +18%
CFA
707
Carroll Financial Associates
North Carolina
$169K +$173 +2 +0.1%
NIM
708
NuWave Investment Management
New Jersey
$166K +$142K +1,644 +596%
APW
709
Acima Private Wealth
Virginia
$163K – – –
RMC
710
Resources Management Corp
Connecticut
$160K – – –
LGWM
711
Litman Gregory Wealth Management
California
$156K – – –
CFG
712
CKW Financial Group
Hawaii
$156K – – –
SSB
713
Sandy Spring Bank
Maryland
$152K -$6.66K -77 -4%
IA
714
IFP Advisors
Florida
$149K +$11.4K +133 +8%
KPW
715
Kore Private Wealth
New York
$142K +$31.5K +363 +28%
CA
716
Clearstead Advisors
Ohio
$141K +$141K +1,635 New
AF
717
Advisornet Financial
Minnesota
$140K -$27.2K -314 -16%
EP
718
Eudaimonia Partners
Tennessee
$140K +$53K +609 +61%
NICM
719
Neo Ivy Capital Management
New York
$139K +$139K +1,603 New
RA
720
Rational Advisors
New York
$135K -$1.57M -18,151 -92%
CC
721
Colrain Capital
Massachusetts
$130K -$86.7K -1,000 -40%
TF
722
Tompkins Financial
New York
$124K – – –
NC
723
Nicholas Company
Wisconsin
$121K -$86.4K -1,000 -42%
NSB
724
Norway Savings Bank
Maine
$121K +$121K +1,395 New
OPS
725
Orion Portfolio Solutions
Nebraska
$119K +$27.6K +318 +30%
27 28
29
30 31