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Marsh & McLennan
MMC

Overview Fund Activity

877 hedge funds and large institutions have $38.6B invested in Marsh & McLennan in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 311 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-44
Holders Change %
-4.78%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.27%
New
85
Increased
311
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$129M
3
BlackRock
BlackRock
New York
+$107M
4
Boston Partners
Boston Partners
Massachusetts
+$102M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$93.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$313M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
3
UBS Group
UBS Group
Switzerland
-$141M
4
AAMU
Amundi Asset Management US
Massachusetts
-$125M
5
AC
Alleghany Corporation
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
801
TimeScale Financial
Massachusetts
$25K -$7.92K -95 -24%
POIA
802
Pin Oak Investment Advisors
Texas
$25K – – –
PMFA
803
Plante Moran Financial Advisors
Michigan
$23K -$29.2K -343 -56%
PWMG
804
Prestige Wealth Management Group
New Jersey
$22K +$22K +257 New
IRC
805
Investors Research Corp
Georgia
$20K – – –
APWM
806
Atlas Private Wealth Management
New York
$20K +$13.6K +159 +212%
CIAS
807
CBIZ Investment Advisory Services
Ohio
$19K – – –
CAC
808
Certified Advisory Corp
Florida
$19K – – –
EARNEST Partners
809
EARNEST Partners
Georgia
$19K – – –
WB
810
West Bancorporation
Iowa
$19K – – –
SL
811
Savior LLC
Massachusetts
$18K -$5.59K -64 -24%
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +208 New
AIM
813
Artemis Investment Management
United Kingdom
$17.9K +$7.3K +84,439 +69%
LWA
814
Lenox Wealth Advisors
New York
$17K -$877K -10,419 -98%
CYG
815
Clean Yield Group
Vermont
$17K – – –
FHA
816
First Horizon Advisors
Tennessee
$17K +$5.45K +66 +47%
IA
817
IndexIQ Advisors
New York
$15K +$85 +1 +0.6%
CAN
818
Claraphi Advisory Network
United States
$15K +$15K +171 New
Loomis, Sayles & Company
819
Loomis, Sayles & Company
Massachusetts
$14K -$56.1K -645 -80%
AF
820
Allworth Financial
California
$14K – – –
HDIM
821
Hanson & Doremus Investment Management
Vermont
$14K – – –
SIM
822
Sonora Investment Management
Arizona
$13K – – –
TA
823
Thor Advisors
New York
$13K +$13K +152 New
FANJ
824
Financial Architects (New Jersey)
New Jersey
$11K – – –
BAM
825
Bellevue Asset Management
Washington
$11K +$11K +119 New
31 32
33
34 35