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Marsh & McLennan
MMC

Overview Fund Activity

833 hedge funds and large institutions have $44.4B invested in Marsh & McLennan in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 312 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
66
Increased
276
Reduced
312
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$847M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.52B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
4
UBS AM
UBS AM
Illinois
$598M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$699M
5
UBS Group
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
751
Parkside Financial Bank & Trust
Missouri
$46K – – –
BCA
752
Berman Capital Advisors
Georgia
$44K – – –
ZB
753
Zions Bancorporation
Utah
$43K +$2.82K +28 +7%
KPCM
754
Kings Point Capital Management
New York
$43K +$32.2K +322 +298%
VCM
755
Versant Capital Management
Arizona
$42K -$693 -7 -2%
JGIA
756
Jackson Grant Investment Advisers
Connecticut
$42K +$198 +2 +0.5%
SLF
757
Sun Life Financial
Ontario, Canada
$42K +$606 +6 +1%
BL
758
Balentine LLC
Georgia
$41K – – –
GAM
759
Gemmer Asset Management
California
$41K – – –
GEA
760
Glen Eagle Advisors
New Jersey
$40K – – –
First Manhattan
761
First Manhattan
New York
$40K -$467K -4,666 -92%
RTC
762
Riverview Trust Company
Washington
$40K – – –
AW
763
Alpha Windward
Massachusetts
$38K – – –
TL
764
TrueWealth LLC
Georgia
$38K +$99 +1 +0.3%
TAIM
765
TD Ameritrade Investment Management
Nebraska
$37K +$29.1K +289 +366%
SCM
766
Silvant Capital Management
Georgia
$36K -$7.84K -78 -18%
CFB
767
Cullen/Frost Bankers
Texas
$35K – – –
BWM
768
BerganKDV Wealth Management
Minnesota
$34K – – –
GI
769
Gradient Investments
Minnesota
$34K +$34K +340 New
CH
770
Canton Hathaway
Rhode Island
$33K -$3.05K -30 -8%
TFO
771
Tarbox Family Office
California
$33K – – –
MAM
772
Meeder Asset Management
Ohio
$32K +$1.92K +19 +6%
TF
773
TimeScale Financial
Massachusetts
$30K – – –
POIA
774
Pin Oak Investment Advisors
Texas
$29K – – –
M
775
MOTCO
Texas
$28K -$173K -1,701 -86%
29 30
31
32 33