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Marsh & McLennan
MMC

Overview Fund Activity

877 hedge funds and large institutions have $38.6B invested in Marsh & McLennan in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 311 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-44
Holders Change %
-4.78%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.27%
New
85
Increased
311
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$129M
3
BlackRock
BlackRock
New York
+$107M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$93.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
3
UBS Group
UBS Group
Switzerland
-$141M
4
AAMU
Amundi Asset Management US
Massachusetts
-$125M
5
AC
Alleghany Corporation
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
776
Parkside Financial Bank & Trust
Missouri
$41K -$1.03K -12 -2%
EIP
777
Ellis Investment Partners
Pennsylvania
$41K – – –
BWM
778
Baystate Wealth Management
Massachusetts
$41K – – –
BWM
779
BerganKDV Wealth Management
Minnesota
$41K +$10.2K +117 +33%
VCP
780
Verus Capital Partners
Arizona
$40K -$4.3K -50 -10%
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$39K -$38.7K -448 -50%
PFO
782
Pathstone Family Office
New Jersey
$39K +$18K +208 +86%
KPCM
783
Kings Point Capital Management
New York
$37K – – –
JGIA
784
Jackson Grant Investment Advisers
Connecticut
$37K +$87 +1 +0.2%
GEA
785
Glen Eagle Advisors
New Jersey
$36.7K – – –
GAM
786
Gemmer Asset Management
California
$35K – – –
RTC
787
Riverview Trust Company
Washington
$35K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
788
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34K +$34K +388 New
EFSCE
789
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$13.8K -159 -29%
AW
790
Alpha Windward
Massachusetts
$33K – – –
SC
791
Solstein Capital
California
$32K – – –
VCM
792
Versant Capital Management
Arizona
$32K – – –
SCM
793
Silvant Capital Management
Georgia
$31K – – –
GI
794
Gradient Investments
Minnesota
$30K +$349 +4 +1%
AIC
795
Ameritas Investment Company
Nebraska
$30K +$10.2K +123 +52%
TFO
796
Tarbox Family Office
California
$27K +$1.53K +18 +6%
ZB
797
Zions Bancorporation
Utah
$26K -$7.26K -84 -22%
TL
798
TrueWealth LLC
Georgia
$26K -$6.87K -80 -21%
HWM
799
HighMark Wealth Management
Minnesota
$26K +$86 +1 +0.3%
SLF
800
Sun Life Financial
Ontario, Canada
$26K +$595 +7 +2%
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32
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