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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
BlackRock
New York
$4.36B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
APG Asset Management
Netherlands
$57.1M
5
AAMU
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
751
Tompkins Financial
New York
$154K – – –
AF
752
Advisornet Financial
Minnesota
$153K -$20.8K -194 -12%
NIT
753
NumerixS Investment Technologies
British Columbia, Canada
$150K -$64.3K -600 -30%
NC
754
Nicholas Company
Wisconsin
$150K – – –
KPW
755
Kore Private Wealth
New York
$148K -$27.2K -254 -16%
EP
756
Eudaimonia Partners
Tennessee
$138K -$34K -318 -20%
FMII
757
Farmers & Merchants Investments Inc
Nebraska
$137K +$1.82K +17 +1%
MPWT
758
MassMutual Private Wealth & Trust
Connecticut
$132K +$964 +9 +0.7%
SBSB
759
Sullivan, Bruyette, Speros & Blaney
Virginia
$129K -$8.04K -75 -6%
KLWA
760
Kelly Lawrence W & Associates
California
$129K – – –
Twin Tree Management
761
Twin Tree Management
Texas
$127K -$661K -6,166 -84%
CI Investments Inc
762
CI Investments Inc
Ontario, Canada
$119K -$15.2M -140,738 -99%
DWA
763
Dougherty Wealth Advisers
Minnesota
$106K – – –
CCM
764
Covington Capital Management
California
$104K – – –
PMFA
765
Plante Moran Financial Advisors
Michigan
$104K +$74.9K +695 +257%
MA
766
MUFG Americas
New York
$102K -$9.94K -93 -9%
PWP
767
Principle Wealth Partners
Connecticut
$102K +$102K +950 New
BFC
768
Bedel Financial Consulting
Indiana
$100K -$536 -5 -0.5%
VFA
769
Valeo Financial Advisors
Indiana
$98K +$39K +364 +66%
RWA
770
Ropes Wealth Advisors
Massachusetts
$92K – – –
WB
771
Webster Bank
Connecticut
$91K -$1.07K -10 -1%
SNT
772
Security National Trust
West Virginia
$91K – – –
HIA
773
Harbor Investment Advisory
Maryland
$89K +$646 +6 +0.7%
KFS
774
Kelly Financial Services
Massachusetts
$87.5K – – –
BCA
775
Berman Capital Advisors
Georgia
$84K +$16.6K +156 +25%
29 30
31
32 33