MMC icon

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 %
CIM
776
Contravisory Investment Management
Massachusetts
$104K +$7.68K +69 +8%
HFM
777
Harvest Fund Management
China
$102K +$39.2K +351 +62%
OSAM
778
O'Shaughnessy Asset Management
Connecticut
$100K +$99.8K +897 +44,850%
SNT
779
Security National Trust
West Virginia
$98K -$3.34K -30 -3%
RWA
780
Ropes Wealth Advisors
Massachusetts
$96K – – –
WB
781
Webster Bank
Connecticut
$96K – – –
VAIA
782
Virtus Alternative Investment Advisers
Connecticut
$96K +$96K +862 New
KFS
783
Kelly Financial Services
Massachusetts
$90.8K – – –
SIAS
784
Shine Investment Advisory Services
Colorado
$90K – – –
Loomis, Sayles & Company
785
Loomis, Sayles & Company
Massachusetts
$90K +$7.82K +70 +10%
HIA
786
Harbor Investment Advisory
Maryland
$90K +$90K +808 New
JCM
787
Jacobi Capital Management
Pennsylvania
$84K – – –
VC
788
Vestor Capital
Illinois
$81K – – –
TFGT
789
TS Financial Group (TSFG)
Illinois
$80K – – –
LC
790
Lindbrook Capital
California
$80K +$8.98K +81 +13%
FBT
791
First Bank & Trust
South Dakota
$79K – – –
IRAG
792
Investment Research & Advisory Group
Georgia
$78K +$78K +697 New
ICM
793
Islay Capital Management
Texas
$78K +$78K +700 New
MF
794
Manchester Financial
California
$74K +$74K +668 New
NO
795
Ninety One
South Africa
$70K – – –
PI
796
PEAK6 Investments
Illinois
$70K +$70K +631 New
Pacer Advisors
797
Pacer Advisors
Pennsylvania
$68K -$6.05M -54,341 -99%
PMFA
798
Plante Moran Financial Advisors
Michigan
$68K – – –
TAIM
799
TD Ameritrade Investment Management
Nebraska
$68K +$27.2K +245 +67%
QAM
800
QCI Asset Management
New York
$62K -$15.8K -142 -20%
30 31
32
33 34