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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
1
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$347M
3
Capital World Investors
3
Capital World Investors
California
$1.78B
4
Capital International Investors
4
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
2
BlackRock
New York
$4.36B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
4
APG Asset Management
Netherlands
$57.1M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
726
Cetera Advisor Networks
California
$214K -$49.9K -465 -19%
NB
727
Nicolet Bankshares
Wisconsin
$213K – – –
IEFM
728
IQ EQ Fund Management
Ireland
$213K +$213K +1,986 New
AWM
729
Argent Wealth Management
Massachusetts
$212K +$212K +1,813 New
DI
730
Diligent Investors
California
$209K +$209K +1,950 New
FA
731
Faithward Advisors
Pennsylvania
$209K +$209K +1,951 New
GA
732
Geller Advisors
New York
$208K +$208K +1,940 New
ABC
733
Associated Banc-Corp
Wisconsin
$208K +$208K +1,943 New
CFA
734
Carroll Financial Associates
North Carolina
$207K -$2.9K -27 -1%
PLFAM
735
Pineno Levin & Ford Asset Management
Virginia
$207K +$207K +1,926 New
PGFC
736
Peapack-Gladstone Financial Corp
New Jersey
$207K +$207K +1,929 New
PCA
737
Personal Capital Advisors
California
$206K +$206K +1,922 New
CFG
738
CKW Financial Group
Hawaii
$204K – – –
FIM
739
Freedom Investment Management
Connecticut
$203K +$6.12K +57 +3%
APW
740
Acima Private Wealth
Virginia
$202K – – –
KCM
741
Kanawha Capital Management
Virginia
$202K +$202K +1,881 New
RMA
742
Roffman Miller Associates
Pennsylvania
$201K +$201K +1,871 New
RMC
743
Resources Management Corp
Connecticut
$199K – – –
OPS
744
Orion Portfolio Solutions
Nebraska
$199K +$51.8K +483 +35%
LGWM
745
Litman Gregory Wealth Management
California
$193K – – –
SSB
746
Sandy Spring Bank
Maryland
$188K – – –
CA
747
Clearstead Advisors
Ohio
$176K – – –
CIA
748
CSat Investment Advisory
Michigan
$165K +$26.3K +244 +19%
PCM
749
Penserra Capital Management
California
$163K -$11.8K -111 -7%
IA
750
IndexIQ Advisors
New York
$160K +$141K +1,317 +748%
28 29
30
31 32