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Marsh & McLennan
MMC

Overview Fund Activity

921 hedge funds and large institutions have $49.8B invested in Marsh & McLennan in 2019 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 280 increasing their positions, 318 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+88
Holders Change %
+10.56%
% of All Funds
18.19%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
146
Increased
280
Reduced
318
Closed
44
Calls
$26.7M
Puts
$21.6M
Net Calls
+$5.16M
Net Calls Change
-$4.73M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.41B
2
American Century Companies
2
American Century Companies
Missouri
$328M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$520M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.71B
5
Morgan Stanley
5
Morgan Stanley
New York
$204M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
2
Ameriprise
Minnesota
$499M
3
Invesco
3
Invesco
Georgia
$281M
4
Capital World Investors
4
Capital World Investors
California
$1.66B
5
PI
5
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
801
Geneos Wealth Management
Colorado
$61K – – –
VFA
802
Valeo Financial Advisors
Indiana
$60K – – –
EFSCE
803
Enterprise Financial Services Corp (EFSC)
Missouri
$60K – – –
RMAM
804
Raab & Moskowitz Asset Management
New Jersey
$58K +$58K +526 New
PCTC
805
Perkins Coie Trust Company
Washington
$57K – – –
MAM
806
Meeder Asset Management
Ohio
$57K +$21.6K +194 +61%
VCP
807
Verus Capital Partners
Arizona
$57K +$57K +515 New
EIP
808
Ellis Investment Partners
Pennsylvania
$56K – – –
VIM
809
Veritas Investment Management
United Kingdom
$56K – – –
PFBT
810
Parkside Financial Bank & Trust
Missouri
$55K +$3.93K +35 +8%
BCA
811
Berman Capital Advisors
Georgia
$55K +$6.05K +55 +12%
BWM
812
Baystate Wealth Management
Massachusetts
$53K – – –
AIM
813
AIA Investment Management
Singapore
$53K – – –
KPCM
814
Kings Point Capital Management
New York
$48K – – –
GEA
815
Glen Eagle Advisors
New Jersey
$47.3K +$2.79K +25 +6%
JGIA
816
Jackson Grant Investment Advisers
Connecticut
$47K +$221 +2 +0.5%
RTC
817
Riverview Trust Company
Washington
$45K – – –
GAM
818
Gemmer Asset Management
California
$45K – – –
First Manhattan
819
First Manhattan
New York
$44K – – –
TF
820
TimeScale Financial
Massachusetts
$44K +$10.6K +95 +32%
ZB
821
Zions Bancorporation
Utah
$43K -$4.69K -42 -10%
AW
822
Alpha Windward
Massachusetts
$43K -$112 -1 -0.3%
TL
823
TrueWealth LLC
Georgia
$43K – – –
VCM
824
Versant Capital Management
Arizona
$41K -$5.73K -52 -12%
SC
825
Solstein Capital
California
$41K +$41K +368 New
31 32
33
34 35