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Marsh & McLennan
MMC

Overview Fund Activity

906 hedge funds and large institutions have $47.8B invested in Marsh & McLennan in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 324 increasing their positions, 319 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+29
Holders Change %
+3.31%
% of All Funds
18.62%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
106
Increased
324
Reduced
319
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$347M
3
Capital World Investors
3
Capital World Investors
California
$1.78B
4
Capital International Investors
4
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
2
BlackRock
New York
$4.36B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
4
APG Asset Management
Netherlands
$57.1M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
801
Jackson Grant Investment Advisers
Connecticut
$46K +$214 +2 +0.5%
GEA
802
Glen Eagle Advisors
New Jersey
$45.6K – – –
LC
803
Lindbrook Capital
California
$45K -$9.82K -91 -18%
GAM
804
Gemmer Asset Management
California
$44K – – –
EIP
805
Ellis Investment Partners
Pennsylvania
$43K -$9.96K -94 -19%
RTC
806
Riverview Trust Company
Washington
$43K – – –
AFS
807
Aft Forsyth & Sober
Florida
$43K +$43K +400 New
VAIA
808
Virtus Alternative Investment Advisers
Connecticut
$42K -$40.8K -383 -49%
AWM
809
Avior Wealth Management
Nebraska
$42K +$40.2K +383 +2,253%
EFSCE
810
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$108 -1 -0.3%
VCM
811
Versant Capital Management
Arizona
$41K +$1.79K +17 +5%
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K -$226K -2,089 -85%
SC
813
Solstein Capital
California
$40K – – –
ICM
814
Islay Capital Management
Texas
$38K -$16.3K -150 -30%
KPCM
815
Kings Point Capital Management
New York
$38K -$8.03K -75 -17%
SCM
816
Silvant Capital Management
Georgia
$38K – – –
TFO
817
Tarbox Family Office
California
$36K +$1.52K +14 +4%
ZB
818
Zions Bancorporation
Utah
$36K +$3.36K +31 +10%
HWM
819
HighMark Wealth Management
Minnesota
$33K +$218 +2 +0.7%
SLF
820
Sun Life Financial
Ontario, Canada
$32K -$640 -6 -2%
TF
821
TimeScale Financial
Massachusetts
$32K – – –
PWMG
822
Prestige Wealth Management Group
New Jersey
$32K +$4.12K +38 +15%
TL
823
TrueWealth LLC
Georgia
$31K -$1.96K -18 -6%
POIA
824
Pin Oak Investment Advisors
Texas
$31K – – –
AW
825
Alpha Windward
Massachusetts
$30K -$11.5K -106 -28%
31 32
33
34 35