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Marsh & McLennan
MMC

Overview Fund Activity

844 hedge funds and large institutions have $44.2B invested in Marsh & McLennan in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
296
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$527M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$497M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.28B
4
A
4
AustralianSuper
Australia
$180M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$403M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.64B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.22B
3
Artisan Partners
3
Artisan Partners
Wisconsin
$558M
4
BlackRock
4
BlackRock
New York
$4.2B
5
UIM
5
USS Investment Management
United Kingdom
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
801
Credential Qtrade Securities
$12.1K -$1.1K -11 -8%
NFG
802
Next Financial Group
Texas
$11K -$47.4K -457 -81%
BBA
803
Braun-Bostich & Associates
Pennsylvania
$11K – – –
KPCM
804
Kings Point Capital Management
New York
$11K +$11K +108 New
SCA
805
Stuart Chaussee & Associates
California
$10K – – –
PK
806
Pflug Koory
Nebraska
$10K – – –
H
807
Hexavest
Quebec, Canada
$10K +$10K +102 New
RIA
808
Realta Investment Advisors
Delaware
$10K +$10K +102 New
TWA
809
TCI Wealth Advisors
Arizona
$9K -$51K -487 -85%
TIM
810
Tortoise Investment Management
New York
$9K – – –
BEI
811
Benjamin Edwards Inc
Missouri
$8K – – –
TAIM
812
TD Ameritrade Investment Management
Nebraska
$8K +$8K +79 New
LF
813
Lee Financial
Texas
$7K – – –
AP
814
Atwood & Palmer
Missouri
$7K – – –
LWM
815
Lenox Wealth Management
Ohio
$7K – – –
SGAM
816
Smith Group Asset Management
Texas
$7K – – –
Parallax Volatility Advisers
817
Parallax Volatility Advisers
California
$7K +$1.06K +10 +18%
EWM
818
Executive Wealth Management
Michigan
$6K – – –
FEG
819
Financial Enhancement Group
Indiana
$6K – – –
EWA
820
Evolution Wealth Advisors
Florida
$6K +$6K +65 New
SQA
821
Simon Quick Advisors
New Jersey
$5.69K +$5.69K +57 New
VNA
822
Valley National Advisers
Pennsylvania
$5K – – –
CA
823
Centerpoint Advisors
Massachusetts
$5K – – –
HR
824
Howe & Rusling
New York
$5K +$300 +3 +6%
APC
825
Aspire Private Capital
North Carolina
$5K +$5K +51 New
31 32
33
34 35