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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 %
GSWM
826
Golden State Wealth Management
California
$4K – – –
HIM
827
Hillsdale Investment Management
Ontario, Canada
$4K +$500 +5 +14%
GAM
828
Griffin Asset Management
New York
$4K +$4K +45 New
W
829
WealthStone
Ohio
$3.29K +$3.29K +33 New
JAM
830
JCIC Asset Management
Ontario, Canada
$3K – – –
ME
831
McIlrath & Eck
Washington
$3K – – –
SFG
832
SevenBridge Financial Group
Pennsylvania
$2K – – –
IRC
833
Investors Research Corp
Georgia
$2K – – –
AWM
834
Avior Wealth Management
Nebraska
$2K +$2K +17 New
HS
835
Horan Securities
United States
$2K +$2K +20 New
1832 Asset Management
836
1832 Asset Management
Ontario, Canada
$1K -$547K -8,198 -100%
JCM
837
Julex Capital Management
Massachusetts
$1K -$1.08K -14 -52%
LFG
838
LifePlan Financial Group
Ohio
$1K – – –
CFA
839
Camarda Financial Advisors
Florida
$1K – – –
LWM
840
Liberty Wealth Management
California
$1K – – –
CIR
841
Clear Investment Research
Georgia
$1K – – –
WAS
842
Winch Advisory Services
Wisconsin
$1K +$1K +11 New
AS
843
Altshuler Shaham
Israel
$1K +$1K +13 New
Marshall Wace
844
Marshall Wace
United Kingdom
– -$8.94M -95,186 Closed
Voloridge Investment Management
845
Voloridge Investment Management
Florida
– -$7.74M -82,390 Closed
Two Sigma Investments
846
Two Sigma Investments
New York
– -$6.62M -70,521 Closed
AIM
847
Assured Investment Management
New York
– -$4.69M -49,976 Closed
SCA
848
Secor Capital Advisors
New York
– -$3.46M -37,046 Closed
VCA
849
Verdence Capital Advisors
Maryland
– -$3M -31,957 Closed
AL
850
AJO LP
Pennsylvania
– -$2.96M -31,499 Closed
32 33
34
35 36