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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 %
PLFAM
726
Pineno Levin & Ford Asset Management
Virginia
$215K -$134K -1,196 -38%
AF
727
Advisornet Financial
Minnesota
$215K -$14.1K -127 -6%
WAP
728
Wealthcare Advisory Partners
Pennsylvania
$213K – – –
YIA
729
YHB Investment Advisors
Connecticut
$213K +$213K +1,908 New
CT
730
Columbia Trust
Oregon
$213K +$213K +1,918 New
CFG
731
CKW Financial Group
Hawaii
$212K – – –
EF
732
Empirical Finance
Pennsylvania
$211K +$211K +1,894 New
APW
733
Acima Private Wealth
Virginia
$210K – – –
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K +$180K +1,615 +594%
KCM
735
Kanawha Capital Management
Virginia
$210K +$210K +1,881 New
GC
736
Gratus Capital
Georgia
$210K +$210K +1,885 New
O
737
Ossiam
France
$208K -$147K -1,316 -41%
LOAMS
738
Lombard Odier Asset Management (Switzerland)
Switzerland
$208K +$208K +1,866 New
RMC
739
Resources Management Corp
Connecticut
$206K -$22.3K -200 -10%
SSB
740
Sandy Spring Bank
Maryland
$204K -$53.5K -481 -21%
TCBWMS
741
Texas Capital Bank Wealth Management Services
Texas
$204K +$204K +1,835 New
WCWM
742
Willow Creek Wealth Management
California
$203K +$203K +1,818 New
IWM
743
IHT Wealth Management
Illinois
$202K -$35.9K -323 -15%
AC
744
Abbrea Capital
California
$202K +$202K +1,817 New
LGWM
745
Litman Gregory Wealth Management
California
$201K -$53.5K -479 -21%
MFG
746
Magnus Financial Group
New York
$201K +$201K +1,801 New
LNB
747
Ledyard National Bank
$201K +$201K +1,801 New
MWA
748
Meridian Wealth Advisors
Texas
$201K +$201K +1,803 New
FIM
749
Freedom Investment Management
Connecticut
$200K +$200K +1,799 New
SIC
750
Samalin Investment Counsel
New York
$193K +$193K +1,737 New
28 29
30
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