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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 %
SCM
826
Silvant Capital Management
Georgia
$40K – – –
CFB
827
Cullen/Frost Bankers
Texas
$39K – – –
BWM
828
BerganKDV Wealth Management
Minnesota
$39K +$1.44K +13 +4%
GI
829
Gradient Investments
Minnesota
$38K – – –
EI
830
Ellevest Inc
New York
$37K +$36.6K +330 +8,250%
CH
831
Canton Hathaway
Rhode Island
$36K – – –
GG
832
Gleason Group
Kentucky
$36K +$36K +320 New
TI
833
tru Independence
Oregon
$35K +$35K +411 New
SLF
834
Sun Life Financial
Ontario, Canada
$33K -$12.9K -117 -28%
TFO
835
Tarbox Family Office
California
$33K -$2.87K -26 -8%
FAM
836
Fred Alger Management
New York
$33K +$33K +297 New
HWM
837
HighMark Wealth Management
Minnesota
$33K +$33K +300 New
POIA
838
Pin Oak Investment Advisors
Texas
$32K – – –
NIM
839
NuWave Investment Management
New Jersey
$31K -$800K -7,127 -96%
SL
840
Savior LLC
Massachusetts
$30K +$30K +270 New
IBOK
841
Independence Bank of Kentucky
Kentucky
$28K -$2.8K -25 -9%
GDP
842
Great Diamond Partners
Maine
$28K +$28K +255 New
CFGS
843
Concourse Financial Group Securities
Alabama
$27K – – –
AIC
844
Ameritas Investment Company
Nebraska
$27K +$3.18K +28 +13%
IRC
845
Investors Research Corp
Georgia
$25K – – –
CAC
846
Certified Advisory Corp
Florida
$25K – – –
EARNEST Partners
847
EARNEST Partners
Georgia
$25K – – –
WB
848
West Bancorporation
Iowa
$24K +$24K +219 New
FPFS
849
First Personal Financial Services
North Carolina
$22K -$60.3K -543 -73%
CYG
850
Clean Yield Group
Vermont
$22K – – –
32 33
34
35 36