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Marsh & McLennan
MMC

Overview Fund Activity

833 hedge funds and large institutions have $44.4B invested in Marsh & McLennan in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 312 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
66
Increased
276
Reduced
312
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$847M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.52B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
4
UBS AM
UBS AM
Illinois
$598M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$384M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.52B
3
Citadel Advisors
Citadel Advisors
Florida
$7.77M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$699M
5
UBS Group
UBS Group
Switzerland
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
801
Tortoise Investment Management
New York
$9K – – –
SGAM
802
Smith Group Asset Management
Texas
$9K +$2K +20 +29%
TWA
803
TCI Wealth Advisors
Arizona
$8K -$600 -6 -7%
AP
804
Atwood & Palmer
Missouri
$8K – – –
RIA
805
Realta Investment Advisors
Delaware
$7K -$3.5K -34 -33%
LF
806
Lee Financial
Texas
$7K – – –
LWM
807
Lenox Wealth Management
Ohio
$7K – – –
EWA
808
Evolution Wealth Advisors
Florida
$7K – – –
OC
809
Oakworth Capital
Alabama
$6K -$66.5K -610 -92%
FEG
810
Financial Enhancement Group
Indiana
$6K – – –
CA
811
Centerpoint Advisors
Massachusetts
$6K – – –
DAM
812
Delta Asset Management
Tennessee
$6K +$6K +56 New
GWAG
813
Garrett Wealth Advisory Group
Texas
$5K +$5K +50 New
HR
814
Howe & Rusling
New York
$5K -$319 -3 -6%
GSWM
815
Golden State Wealth Management
California
$5K – – –
LFG
816
Larson Financial Group
Missouri
$5K +$5K +50 New
NSIM
817
North Star Investment Management
Illinois
$5K +$5K +50 New
GWMIA
818
Global Wealth Management Investment Advisory
Florida
$4K -$11.8K -118 -75%
HIM
819
Hillsdale Investment Management
Ontario, Canada
$4K – – –
ME
820
McIlrath & Eck
Washington
$4K – – –
LWM
821
Liberty Wealth Management
California
$4K +$3.09K +34 +340%
JAM
822
JCIC Asset Management
Ontario, Canada
$3K – – –
LWANC
823
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +30 New
1NWS
824
1 North Wealth Services
Maryland
$2K +$2K +22 New
CFD
825
Creative Financial Designs
Indiana
$2K +$2K +23 New
31 32
33
34 35