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Marsh & McLennan
MMC

Overview Fund Activity

921 hedge funds and large institutions have $49.8B invested in Marsh & McLennan in 2019 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 280 increasing their positions, 318 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+88
Holders Change %
+10.56%
% of All Funds
18.19%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
146
Increased
280
Reduced
318
Closed
44
Calls
$26.7M
Puts
$21.6M
Net Calls
+$5.16M
Net Calls Change
-$4.73M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.41B
2
American Century Companies
2
American Century Companies
Missouri
$328M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$520M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.71B
5
Morgan Stanley
5
Morgan Stanley
New York
$204M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
2
Ameriprise
Minnesota
$499M
3
Invesco
3
Invesco
Georgia
$281M
4
Capital World Investors
4
Capital World Investors
California
$1.66B
5
PI
5
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
751
Point72 Hong Kong
Hong Kong
$191K +$191K +1,717 New
SFSIG
752
San Francisco Sentry Investment Group
California
$183K – – –
IA
753
IFP Advisors
Florida
$178K -$89.9K -812 -34%
MPWT
754
MassMutual Private Wealth & Trust
Connecticut
$166K -$6.46K -58 -4%
GLI
755
Guardian Life Insurance
New York
$165K – – –
TF
756
Tompkins Financial
New York
$160K +$22.3K +200 +16%
PCM
757
Penserra Capital Management
California
$157K -$1.46M -12,894 -90%
KLWA
758
Kelly Lawrence W & Associates
California
$156K -$44.6K -400 -22%
LPIC
759
LeJeune Puetz Investment Counsel
Michigan
$146K – – –
SBSB
760
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K +$7.22K +65 +5%
KPW
761
Kore Private Wealth
New York
$142K +$142K +1,275 New
FMII
762
Farmers & Merchants Investments Inc
Nebraska
$140K – – –
MA
763
MUFG Americas
New York
$138K -$6.56K -59 -5%
JWA
764
JFS Wealth Advisors
Pennsylvania
$134K – – –
CIA
765
CSat Investment Advisory
Michigan
$126K +$19.5K +176 +18%
BL
766
Balentine LLC
Georgia
$123K +$77.5K +698 +170%
AIS
767
Accurate Investment Solutions
Pennsylvania
$117K – – –
OPS
768
Orion Portfolio Solutions
Nebraska
$117K +$117K +1,053 New
CCM
769
Covington Capital Management
California
$115K +$6.93K +62 +6%
Simplex Trading
770
Simplex Trading
Illinois
$113K -$302K -2,729 -73%
EP
771
Eudaimonia Partners
Tennessee
$111K +$111K +999 New
AA
772
Ancora Advisors
Ohio
$111K +$111K +1,000 New
DWA
773
Dougherty Wealth Advisers
Minnesota
$110K – – –
WWM
774
Willingdon Wealth Management
North Carolina
$104K – – –
BFC
775
Bedel Financial Consulting
Indiana
$104K – – –
29 30
31
32 33