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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
$847M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.52B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
4
UBS AM
UBS AM
Illinois
$598M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$699M
5
UBS Group
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
726
Kelly Financial Services
Massachusetts
$81.5K – – –
SIAS
727
Shine Investment Advisory Services
Colorado
$80K – – –
JCM
728
Jacobi Capital Management
Pennsylvania
$75K – – –
FPFS
729
First Personal Financial Services
North Carolina
$74K -$48.6K -487 -40%
Loomis, Sayles & Company
730
Loomis, Sayles & Company
Massachusetts
$74K +$74K +736 New
VC
731
Vestor Capital
Illinois
$73K – – –
TFGT
732
TS Financial Group (TSFG)
Illinois
$72K – – –
FBT
733
First Bank & Trust
South Dakota
$71K – – –
NO
734
Ninety One
South Africa
$70K -$49.2K -492 -41%
QAM
735
QCI Asset Management
New York
$70K +$14.2K +142 +26%
GT
736
Glenmede Trust
Pennsylvania
$66.8K +$10 +100 +0%
LC
737
Lindbrook Capital
California
$64K -$1.3K -13 -2%
PMFA
738
Plante Moran Financial Advisors
Michigan
$61K +$896 +9 +1%
RA
739
Rational Advisors
New York
$60K -$16.4K -165 -21%
WC
740
Weil Company
California
$57K +$57K +567 New
HFM
741
Harvest Fund Management
China
$56K – – –
VFA
742
Valeo Financial Advisors
Indiana
$54K -$29.2K -290 -35%
EFSCE
743
Enterprise Financial Services Corp (EFSC)
Missouri
$54K – – –
GWM
744
Geneos Wealth Management
Colorado
$54K – – –
TA
745
Thor Advisors
New York
$52K +$52K +515 New
PCTC
746
Perkins Coie Trust Company
Washington
$51K – – –
VIM
747
Veritas Investment Management
United Kingdom
$50K – – –
EIP
748
Ellis Investment Partners
Pennsylvania
$49K +$9.21K +94 +23%
BWM
749
Baystate Wealth Management
Massachusetts
$48K – – –
AIM
750
AIA Investment Management
Singapore
$48K +$48K +480 New
28 29
30
31 32