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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 %
IBOK
776
Independence Bank of Kentucky
Kentucky
$28K – – –
JFGIW
777
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$10.2K +103 +61%
CFGS
778
Concourse Financial Group Securities
Alabama
$24K -$4.36K -44 -15%
IRC
779
Investors Research Corp
Georgia
$23K +$20.9K +207 +986%
CAC
780
Certified Advisory Corp
Florida
$22K – – –
EARNEST Partners
781
EARNEST Partners
Georgia
$22K – – –
AIC
782
Ameritas Investment Company
Nebraska
$21K +$21K +210 New
CYG
783
Clean Yield Group
Vermont
$20K – – –
HDIM
784
Hanson & Doremus Investment Management
Vermont
$16K – – –
SMG
785
Spectrum Management Group
Indiana
$16K – – –
AF
786
Allworth Financial
California
$16K – – –
SWP
787
Strategic Wealth Partners
Ohio
$15K – – –
SIM
788
Sonora Investment Management
Arizona
$15K – – –
FHA
789
First Horizon Advisors
Tennessee
$14K – – –
FANJ
790
Financial Architects (New Jersey)
New Jersey
$13K – – –
THWM
791
Taylor Hoffman Wealth Management
Virginia
$13K – – –
NFG
792
Next Financial Group
Texas
$13K +$2.06K +20 +19%
CQS
793
Credential Qtrade Securities
$12.1K – – –
AIM
794
Advantage Investment Management
Iowa
$12K -$1.01K -10 -8%
BCI
795
Brinker Capital Investments
Pennsylvania
$11K -$247K -2,405 -96%
MRCM
796
M&R Capital Management
New Jersey
$11K -$2.99K -31 -21%
GIP
797
Granite Investment Partners
California
$11K +$11K +112 New
SCA
798
Stuart Chaussee & Associates
California
$10K – – –
PK
799
Pflug Koory
Nebraska
$10K – – –
FFC
800
First Financial Corp
Indiana
$10K +$10K +103 New
30 31
32
33 34