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Marsh & McLennan
MMC

Overview Fund Activity

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$168M
3
FPP
Findlay Park Partners
United Kingdom
+$104M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.9M
5
Morgan Stanley
Morgan Stanley
New York
+$84.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$144M
3
NLI
Nippon Life Insurance
Japan
-$131M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$93.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
776
Abbrea Capital
California
$206K +$206K +1,800 New
GA
777
Geller Advisors
New York
$204K -$18.7K -163 -8%
PCA
778
Personal Capital Advisors
California
$204K -$16.4K -143 -7%
RMCM
779
Reynders McVeigh Capital Management
Massachusetts
$202K -$40.2K -350 -17%
SSB
780
Sandy Spring Bank
Maryland
$201K – – –
T
781
TRUADVICE
Florida
$200K +$200K +1,747 New
T
782
TOBAM
France
$199K +$199K +1,734 New
CIA
783
CSat Investment Advisory
Michigan
$193K +$16.9K +147 +10%
CA
784
Clearstead Advisors
Ohio
$188K – – –
BWL
785
Bogart Wealth LLC
Virginia
$179K +$179K +1,565 New
PCM
786
Penserra Capital Management
California
$178K +$3.2K +28 +2%
RIM
787
Rockbridge Investment Management
New York
$177K +$119K +1,031 +203%
HIIFS
788
Harel Insurance Investments & Financial Services
Israel
$174K +$174K +1,520 New
MCM
789
Manchester Capital Management
Vermont
$171K -$174K -1,521 -50%
TI
790
tru Independence
Oregon
$166K +$119K +1,036 +252%
TF
791
Tompkins Financial
New York
$165K – – –
AF
792
Advisornet Financial
Minnesota
$152K -$11.5K -100 -7%
MPWT
793
MassMutual Private Wealth & Trust
Connecticut
$148K +$6.87K +60 +5%
FMII
794
Farmers & Merchants Investments Inc
Nebraska
$147K – – –
NC
795
Nicholas Company
Wisconsin
$138K -$23K -200 -14%
KLWA
796
Kelly Lawrence W & Associates
California
$138K – – –
SBSB
797
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K – – –
HIA
798
Harbor Investment Advisory
Maryland
$138K +$43K +374 +45%
NNP
799
Nachman Norwood & Parrott
South Carolina
$121K +$121K +1,058 New
EP
800
Eudaimonia Partners
Tennessee
$117K -$30.4K -266 -21%
30 31
32
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