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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 %
IEFM
751
IQ EQ Fund Management
Ireland
$228K – – –
NB
752
Nicolet Bankshares
Wisconsin
$227K – – –
ACA
753
Atlas Capital Advisors
Wyoming
$226K -$244K -2,124 -52%
FA
754
Faithward Advisors
Pennsylvania
$225K +$804 +7 +0.4%
KCM
755
Kathmere Capital Management
Pennsylvania
$225K +$225K +1,960 New
PLFAM
756
Pineno Levin & Ford Asset Management
Virginia
$221K – – –
CFA
757
Carroll Financial Associates
North Carolina
$221K +$229 +2 +0.1%
MCM
758
Marathon Capital Management
Maryland
$219K -$29K -253 -12%
BIP
759
Blueprint Investment Partners
North Carolina
$219K +$219K +1,875 New
ABC
760
Associated Banc-Corp
Wisconsin
$218K -$4.93K -43 -2%
IWM
761
IHT Wealth Management
Illinois
$218K +$218K +1,897 New
OAM
762
Optimal Asset Management
California
$218K +$218K +1,900 New
CFG
763
CKW Financial Group
Hawaii
$217K – – –
PCM
764
Parsons Capital Management
Rhode Island
$217K +$217K +1,896 New
APW
765
Acima Private Wealth
Virginia
$216K – – –
KCM
766
Kanawha Capital Management
Virginia
$216K – – –
FMWA
767
Forvis Mazars Wealth Advisors
Missouri
$216K +$216K +1,879 New
Parallax Volatility Advisers
768
Parallax Volatility Advisers
California
$215K -$3.7M -32,337 -95%
CAN
769
Cetera Advisor Networks
California
$215K -$13.2K -115 -6%
WEC
770
Winslow Evans & Crocker
Massachusetts
$212K -$577K -5,019 -73%
CC
771
Centiva Capital
New York
$212K -$547K -4,764 -72%
RMC
772
Resources Management Corp
Connecticut
$212K – – –
SPC
773
Sigma Planning Corp
Michigan
$211K +$211K +1,835 New
WWM
774
Windsor Wealth Management
Indiana
$207K -$49.4K -445 -19%
LGWM
775
Litman Gregory Wealth Management
California
$206K – – –
29 30
31
32 33