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Marsh & McLennan
MMC

Overview Fund Activity

844 hedge funds and large institutions have $44.2B invested in Marsh & McLennan in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
296
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$527M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$497M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.28B
4
A
4
AustralianSuper
Australia
$180M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$403M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.64B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.22B
3
Artisan Partners
3
Artisan Partners
Wisconsin
$558M
4
BlackRock
4
BlackRock
New York
$4.2B
5
UIM
5
USS Investment Management
United Kingdom
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
751
Enterprise Financial Services Corp (EFSC)
Missouri
$54K -$2.6K -26 -5%
GWM
752
Geneos Wealth Management
Colorado
$54K – – –
PCTC
753
Perkins Coie Trust Company
Washington
$51K – – –
VIM
754
Veritas Investment Management
United Kingdom
$50K – – –
IWA
755
IBEX Wealth Advisors
New Jersey
$49K +$49K +493 New
BWM
756
Baystate Wealth Management
Massachusetts
$48K -$2.01K -20 -4%
PFBT
757
Parkside Financial Bank & Trust
Missouri
$45K +$4.06K +41 +10%
BCA
758
Berman Capital Advisors
Georgia
$44K +$6.13K +62 +16%
SCM
759
Silvant Capital Management
Georgia
$43K – – –
VCM
760
Versant Capital Management
Arizona
$42K -$38.2K -392 -48%
JGIA
761
Jackson Grant Investment Advisers
Connecticut
$42K +$199 +2 +0.5%
SLF
762
Sun Life Financial
Ontario, Canada
$41K -$44.8K -448 -52%
BL
763
Balentine LLC
Georgia
$41K +$6.6K +66 +19%
ZB
764
Zions Bancorporation
Utah
$40K -$5.21K -52 -12%
AW
765
Alpha Windward
Massachusetts
$40K -$5K -48 -11%
AC
766
Avestar Capital
New York
$40K -$3.12K -36 -7%
RTC
767
Riverview Trust Company
Washington
$40K – – –
GAM
768
Gemmer Asset Management
California
$40K – – –
EIP
769
Ellis Investment Partners
Pennsylvania
$40K +$40K +406 New
GEA
770
Glen Eagle Advisors
New Jersey
$39.9K -$69.8K -700 -64%
TL
771
TrueWealth LLC
Georgia
$38K +$8.06K +81 +27%
BFEC
772
Benjamin F. Edwards & Company
Missouri
$37K +$21.5K +217 +139%
CH
773
Canton Hathaway
Rhode Island
$35K +$2.96K +30 +9%
CFB
774
Cullen/Frost Bankers
Texas
$35K +$33.6K +334 +2,386%
BWM
775
BerganKDV Wealth Management
Minnesota
$34K – – –
29 30
31
32 33