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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 %
LF
701
Lantz Financial
Illinois
$246K +$246K +2,292 New
BDF
702
Balasa Dinverno & Foltz
$245K +$245K +2,278 New
IC
703
InterOcean Capital
Illinois
$244K +$244K +2,274 New
GG
704
Gofen & Glossberg
Illinois
$240K +$240K +2,238 New
PAS
705
Park Avenue Securities
New York
$237K +$237K +2,211 New
PA
706
Procyon Advisors
Connecticut
$236K +$7.82K +73 +3%
DWM
707
Destination Wealth Management
California
$236K +$236K +2,199 New
MA
708
Montag & Associates
Georgia
$236K +$236K +2,202 New
CT
709
Cambridge Trust
Massachusetts
$235K -$94.9K -809 -29%
ARTA
710
A.R.T. Advisors
New York
$235K +$235K +2,185 New
SHWM
711
Smith & Howard Wealth Management
Georgia
$235K +$235K +2,190 New
CF
712
Centaurus Financial
California
$234K +$21.4K +200 +10%
MCM
713
Marathon Capital Management
Maryland
$232K +$232K +2,163 New
FC
714
FORA Capital
Florida
$231K -$20.1K -187 -8%
JWM
715
JGP Wealth Management
Oregon
$227K +$227K +2,084 New
CS
716
Comerica Securities
Michigan
$226K +$226K +2,102 New
QI
717
Qtron Investments
Massachusetts
$226K +$226K +2,107 New
RMCM
718
Reynders McVeigh Capital Management
Massachusetts
$226K +$226K +2,108 New
MSFP
719
Mark Sheptoff Financial Planning
Connecticut
$225K – – –
BWAM
720
Boyd Watterson Asset Management
Ohio
$225K +$225K +2,096 New
LP
721
LMR Partners
United Kingdom
$223K +$223K +2,076 New
WB
722
WesBanco Bank
West Virginia
$218K +$218K +2,030 New
SCI
723
S&CO Inc
Massachusetts
$215K +$215K +2,000 New
HAIM
724
Hunter Associates Investment Management
Pennsylvania
$215K +$215K +2,000 New
KFS
725
Kurt F. Somerville
$215K +$215K +2,000 New
27 28
29
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