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Marsh & McLennan
MMC

Overview Fund Activity

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$665M
3
FPP
Findlay Park Partners
United Kingdom
$415M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.99B
5
Morgan Stanley
Morgan Stanley
New York
$289M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.86B
3
NLI
Nippon Life Insurance
Japan
$471M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$941M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
826
Column Capital Advisors
Indiana
$76K +$8.11K +71 +12%
BWM
827
BerganKDV Wealth Management
Minnesota
$72K – – –
AIM
828
AIA Investment Management
Singapore
$70K +$15.2K +133 +28%
JCM
829
Jacobi Capital Management
Pennsylvania
$69K – – –
VFA
830
Valeo Financial Advisors
Indiana
$64K -$40.1K -352 -39%
First Manhattan
831
First Manhattan
New York
$61K -$17.8K -156 -23%
NO
832
Ninety One
South Africa
$60K -$5.27K -46 -8%
PCTC
833
Perkins Coie Trust Company
Washington
$59K – – –
PFBT
834
Parkside Financial Bank & Trust
Missouri
$54K +$574 +5 +1%
GI
835
Gradient Investments
Minnesota
$54K +$2.65K +23 +5%
GWM
836
Geneos Wealth Management
Colorado
$51K -$2.58K -23 -5%
FBT
837
First Bank & Trust
South Dakota
$49K – – –
JGIA
838
Jackson Grant Investment Advisers
Connecticut
$49K +$227 +2 +0.5%
GEA
839
Glen Eagle Advisors
New Jersey
$48.7K – – –
LC
840
Lindbrook Capital
California
$48K +$569 +5 +1%
GAM
841
Gemmer Asset Management
California
$47K – – –
EIP
842
Ellis Investment Partners
Pennsylvania
$46K – – –
RTC
843
Riverview Trust Company
Washington
$46K – – –
AWM
844
Avior Wealth Management
Nebraska
$46K +$115 +1 +0.3%
VCM
845
Versant Capital Management
Arizona
$44K – – –
EFSCE
846
Enterprise Financial Services Corp (EFSC)
Missouri
$43K -$1.4K -12 -3%
JFGIW
847
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K – – –
SC
848
Solstein Capital
California
$42K – – –
TFO
849
Tarbox Family Office
California
$42K +$3.7K +32 +10%
SCM
850
Silvant Capital Management
Georgia
$41K – – –
32 33
34
35 36