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Marsh & McLennan
MMC

Overview Fund Activity

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$168M
3
FPP
Findlay Park Partners
United Kingdom
+$104M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.9M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$144M
3
NLI
Nippon Life Insurance
Japan
-$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$93.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
701
Trust Asset Management
Texas
$296K +$296K +2,579 New
CCM
702
Coldstream Capital Management
Washington
$295K -$344 -3 -0.1%
PCG
703
Private Capital Group
Connecticut
$292K -$5.96K -52 -2%
SC
704
Savant Capital
Illinois
$290K -$917 -8 -0.3%
SCM
705
SOL Capital Management
Maryland
$289K – – –
CWC
706
Carolinas Wealth Consulting
North Carolina
$289K +$275K +2,392 +1,929%
FAIM
707
Financial Advocates Investment Management
Washington
$287K +$1.03K +9 +0.4%
WCM
708
Wallace Capital Management
Texas
$280K – – –
AWM
709
Aberdeen Wealth Management
Illinois
$279K -$48.7K -425 -15%
HFM
710
Harvest Fund Management
China
$276K – – –
GC
711
Gilbert & Cook
Iowa
$273K – – –
WSTAM
712
Wilbanks Smith & Thomas Asset Management
Virginia
$272K -$688 -6 -0.3%
AIA
713
Alera Investment Advisors
Illinois
$272K – – –
PIA
714
Powell Investment Advisors
Florida
$270K – – –
Fisher Asset Management
715
Fisher Asset Management
Washington
$269K +$2.64K +23 +1%
PA
716
Pinnacle Associates
New York
$268K +$1.72K +15 +0.6%
QT
717
Quantamental Technologies
New York
$266K +$266K +2,315 New
BOTW
718
Bank of the West
California
$265K -$18K -157 -6%
LF
719
Lantz Financial
Illinois
$263K – – –
DDC
720
DF Dent & Co
Maryland
$260K +$260K +2,265 New
BDF
721
Balasa Dinverno & Foltz
$258K -$3.44K -30 -1%
GG
722
Gofen & Glossberg
Illinois
$257K – – –
NIM
723
NuWave Investment Management
New Jersey
$253K -$499K -4,362 -66%
MA
724
Montag & Associates
Georgia
$253K – – –
DWM
725
Destination Wealth Management
California
$252K – – –
27 28
29
30 31