MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

906 hedge funds and large institutions have $47.8B invested in Marsh & McLennan in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 324 increasing their positions, 319 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+29
Holders Change %
+3.31%
% of All Funds
18.62%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
106
Increased
324
Reduced
319
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$347M
3
Capital World Investors
3
Capital World Investors
California
$1.78B
4
Capital International Investors
4
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
2
BlackRock
New York
$4.36B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
4
APG Asset Management
Netherlands
$57.1M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
776
Ellevest Inc
New York
$82K +$25.5K +238 +45%
SFSIG
777
San Francisco Sentry Investment Group
California
$81K -$12.7K -118 -14%
CFN
778
Cordasco Financial Network
Florida
$81K – – –
TFGT
779
TS Financial Group (TSFG)
Illinois
$77K – – –
PGAM
780
Princeton Global Asset Management
New Jersey
$76K – – –
First Manhattan
781
First Manhattan
New York
$74K +$16.7K +156 +29%
MF
782
Manchester Financial
California
$72K – – –
TAIM
783
TD Ameritrade Investment Management
Nebraska
$72K +$7.59K +71 +12%
BWM
784
BerganKDV Wealth Management
Minnesota
$67K +$16.9K +158 +34%
FAM
785
Fred Alger Management
New York
$65K -$13.8K -128 -18%
JCM
786
Jacobi Capital Management
Pennsylvania
$64K – – –
PA
787
Perennial Advisors
New York
$64K +$64K +596 New
CCA
788
Column Capital Advisors
Indiana
$63K +$60K +566 +2,021%
BL
789
Balentine LLC
Georgia
$62K +$9.64K +90 +18%
NO
790
Ninety One
South Africa
$61K – – –
APWM
791
Atlas Private Wealth Management
New York
$60K +$34.9K +325 +139%
PCTC
792
Perkins Coie Trust Company
Washington
$55K -$750 -7 -1%
RIM
793
Rockbridge Investment Management
New York
$55K +$55K +508 New
VIM
794
Veritas Investment Management
United Kingdom
$54K – – –
AIM
795
AIA Investment Management
Singapore
$52K – – –
PFBT
796
Parkside Financial Bank & Trust
Missouri
$50K -$1.4K -13 -3%
GWM
797
Geneos Wealth Management
Colorado
$49K -$4.11K -40 -8%
GI
798
Gradient Investments
Minnesota
$48K +$10.9K +101 +29%
PI
799
PineBridge Investments
New York
$47K +$47K +437 New
FBT
800
First Bank & Trust
South Dakota
$46K -$12.9K -119 -22%
30 31
32
33 34