MMC icon

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 %
NC
826
NewSquare Capital
Pennsylvania
$11K +$11K +133 New
CQS
827
Credential Qtrade Securities
$10.5K – – –
TWA
828
TCI Wealth Advisors
Arizona
$9K -$1.43K -16 -14%
FFC
829
First Financial Corp
Indiana
$9K – – –
MRCM
830
M&R Capital Management
New Jersey
$9K – – –
BBA
831
Braun-Bostich & Associates
Pennsylvania
$9K – – –
LSA
832
Lion Street Advisors
Texas
$9K +$9K +106 New
HF
833
Halpern Financial
Virginia
$8.65K – – –
TIM
834
Tortoise Investment Management
New York
$8K – – –
SCA
835
Stuart Chaussee & Associates
California
$8K – – –
AWA
836
Arkadios Wealth Advisors
Georgia
$7.09K -$1.3K -15 -15%
SGAM
837
Smith Group Asset Management
Texas
$7K – – –
GG
838
Gleason Group
Kentucky
$6K -$21K -249 -78%
AP
839
Atwood & Palmer
Missouri
$6K – – –
LF
840
Lee Financial
Texas
$6K – – –
LWM
841
Lenox Wealth Management
Ohio
$6K – – –
AIL
842
AGF Investments LLC
Ontario, Canada
$6K +$1.18K +14 +25%
M
843
MOTCO
Texas
$6K +$6K +68 New
DWM
844
Darwin Wealth Management
Florida
$6K +$6K +80 New
DAM
845
Delta Asset Management
Tennessee
$5K – – –
SIC
846
Salem Investment Counselors
North Carolina
$5K – – –
ADL
847
Asset Dedication LLC
California
$5K – – –
OC
848
Oakworth Capital
Alabama
$5K – – –
FEG
849
Financial Enhancement Group
Indiana
$5K – – –
CA
850
Centerpoint Advisors
Massachusetts
$5K – – –
32 33
34
35 36