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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 %
TFO
776
Tarbox Family Office
California
$32K +$2.56K +26 +9%
CAL
777
Capital Advisors Ltd
Ohio
$31K +$31K +309 New
MAM
778
Meeder Asset Management
Ohio
$30K +$30K +298 New
TF
779
TimeScale Financial
Massachusetts
$30K +$30K +300 New
POIA
780
Pin Oak Investment Advisors
Texas
$29K +$29K +288 New
CFGS
781
Concourse Financial Group Securities
Alabama
$28K – – –
IBOK
782
Independence Bank of Kentucky
Kentucky
$27K -$2.46K -25 -8%
LWA
783
Lenox Wealth Advisors
New York
$26K +$26K +260 New
EARNEST Partners
784
EARNEST Partners
Georgia
$22K – – –
CAC
785
Certified Advisory Corp
Florida
$22K – – –
CYG
786
Clean Yield Group
Vermont
$19K +$19K +195 New
AOWM
787
Alpha Omega Wealth Management
Virginia
$18K – – –
JFGIW
788
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$2.41K -24 -12%
HDIM
789
Hanson & Doremus Investment Management
Vermont
$16K – – –
SMG
790
Spectrum Management Group
Indiana
$16K – – –
AF
791
Allworth Financial
California
$16K – – –
GWMIA
792
Global Wealth Management Investment Advisory
Florida
$16K +$13.8K +136 +618%
SIM
793
Sonora Investment Management
Arizona
$15K +$7.2K +73 +92%
SWP
794
Strategic Wealth Partners
Ohio
$15K +$15K +150 New
FHA
795
First Horizon Advisors
Tennessee
$14K -$7.4K -74 -35%
MRCM
796
M&R Capital Management
New Jersey
$14K – – –
FANJ
797
Financial Architects (New Jersey)
New Jersey
$13K -$109K -1,103 -89%
AIM
798
Advantage Investment Management
Iowa
$13K -$1.01K -10 -7%
NC
799
NewSquare Capital
Pennsylvania
$13K – – –
THWM
800
Taylor Hoffman Wealth Management
Virginia
$13K – – –
30 31
32
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