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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 %
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$6.02K +57 +27%
VEA
827
Virtus ETF Advisers
New York
$28K +$28K +262 New
SL
828
Savior LLC
Massachusetts
$26K +$3.59K +33 +16%
FHA
829
First Horizon Advisors
Tennessee
$26K +$4.05K +38 +18%
AA
830
Ancora Advisors
Ohio
$25K +$25K +236 New
WB
831
West Bancorporation
Iowa
$24K – – –
IRC
832
Investors Research Corp
Georgia
$24K – – –
CAC
833
Certified Advisory Corp
Florida
$24K – – –
EARNEST Partners
834
EARNEST Partners
Georgia
$24K – – –
AIL
835
AGF Investments LLC
Ontario, Canada
$23K +$15.4K +145 +204%
LWA
836
Lenox Wealth Advisors
New York
$22K – – –
APC
837
Aspire Private Capital
North Carolina
$22K +$21.2K +197 +2,814%
AWA
838
Arkadios Wealth Advisors
Georgia
$21.8K +$12.8K +116 +141%
HDIM
839
Hanson & Doremus Investment Management
Vermont
$18K – – –
AF
840
Allworth Financial
California
$18K – – –
AA
841
AlphaMark Advisors
Kentucky
$18K +$15.9K +150 +750%
SIM
842
Sonora Investment Management
Arizona
$17K +$329 +3 +2%
Loomis, Sayles & Company
843
Loomis, Sayles & Company
Massachusetts
$16K -$947 -9 -6%
NG
844
NWK Group
California
$16K +$16K +145 New
TCOV
845
Trust Company of Vermont
Vermont
$15K -$290K -2,710 -95%
EW
846
Evoke Wealth
California
$14K -$54.3K -485 -80%
FANJ
847
Financial Architects (New Jersey)
New Jersey
$14K – – –
THWM
848
Taylor Hoffman Wealth Management
Virginia
$14K +$14K +134 New
CWC
849
Carolinas Wealth Consulting
North Carolina
$13K +$13K +124 New
CQS
850
Credential Qtrade Securities
$13K – – –
32 33
34
35 36