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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 %
HFM
726
Harvest Fund Management
China
$112K +$33.8K +395 +43%
SBSB
727
Sullivan, Bruyette, Speros & Blaney
Virginia
$111K – – –
CIA
728
CSat Investment Advisory
Michigan
$111K +$13.1K +152 +13%
FMII
729
Farmers & Merchants Investments Inc
Nebraska
$109K +$346 +4 +0.3%
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$106K -$23K -266 -18%
KLWA
731
Kelly Lawrence W & Associates
California
$104K -$17.3K -200 -14%
JWA
732
JFS Wealth Advisors
Pennsylvania
$104K – – –
RBC
733
Roble Belko & Company
Pennsylvania
$93K +$93K +1,079 New
MA
734
MUFG Americas
New York
$91K -$16.9K -195 -16%
AIS
735
Accurate Investment Solutions
Pennsylvania
$91K – – –
PHK
736
Point72 Hong Kong
Hong Kong
$87K -$62.1K -715 -42%
DWA
737
Dougherty Wealth Advisers
Minnesota
$85K – – –
CCM
738
Covington Capital Management
California
$84K -$5.39K -62 -6%
BFC
739
Bedel Financial Consulting
Indiana
$81K +$432 +5 +0.5%
SFSIG
740
San Francisco Sentry Investment Group
California
$76K -$67.1K -770 -47%
RWA
741
Ropes Wealth Advisors
Massachusetts
$74K – – –
WB
742
Webster Bank
Connecticut
$74K – – –
SNT
743
Security National Trust
West Virginia
$73K -$3.02K -35 -4%
HIA
744
Harbor Investment Advisory
Maryland
$71K +$1.12K +13 +2%
KFS
745
Kelly Financial Services
Massachusetts
$70.5K – – –
SIAS
746
Shine Investment Advisory Services
Colorado
$70K – – –
NFG
747
Next Financial Group
Texas
$68K +$58K +676 +583%
VAIA
748
Virtus Alternative Investment Advisers
Connecticut
$67K -$7.33K -85 -10%
GAM
749
GQ Asset Management
New York
$67K +$67K +770 New
CFN
750
Cordasco Financial Network
Florida
$65K +$65K +757 New
28 29
30
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