MMC icon

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 %
DHFB
726
Dixon Hubard Feinour & Brown
Virginia
$252K – – –
SHWM
727
Smith & Howard Wealth Management
Georgia
$251K – – –
RIM
728
Reliant Investment Management
Tennessee
$251K +$251K +2,186 New
CF
729
Centaurus Financial
California
$250K – – –
SS
730
Simplicity Solutions
Minnesota
$248K -$355K -3,097 -59%
PAS
731
Park Avenue Securities
New York
$248K -$5.39K -47 -2%
Luther King Capital Management (LKCM)
732
Luther King Capital Management (LKCM)
Texas
$246K -$397K -3,459 -62%
FIM
733
Freedom Investment Management
Connecticut
$245K +$28.2K +246 +13%
PA
734
Procyon Advisors
Connecticut
$242K -$10.1K -88 -4%
WB
735
WesBanco Bank
West Virginia
$242K +$9.62K +84 +4%
MSFP
736
Mark Sheptoff Financial Planning
Connecticut
$241K – – –
ER
737
Enlightenment Research
Florida
$241K +$241K +2,100 New
CCG
738
Cypress Capital Group
Florida
$240K -$118K -1,029 -33%
BWAM
739
Boyd Watterson Asset Management
Ohio
$240K – – –
IA
740
IFP Advisors
Florida
$239K -$29.6K -256 -11%
BDWM
741
Brewin Dolphin Wealth Management
Ireland
$236K -$34.4K -300 -13%
SIA
742
Strategic Investment Advisors
Michigan
$236K +$236K +2,059 New
WCWM
743
Willow Creek Wealth Management
California
$233K +$233K +2,029 New
RT
744
Rockland Trust
Massachusetts
$233K +$233K +2,032 New
CT
745
Cambridge Trust
Massachusetts
$230K – – –
PGFC
746
Peapack-Gladstone Financial Corp
New Jersey
$230K +$8.61K +75 +4%
CS
747
Comerica Securities
Michigan
$229K -$11.7K -102 -5%
SCI
748
S&CO Inc
Massachusetts
$229K – – –
HAIM
749
Hunter Associates Investment Management
Pennsylvania
$229K – – –
S
750
Surevest
California
$229K +$229K +1,999 New
28 29
30
31 32