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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 %
SFA
851
Semmax Financial Advisors
North Carolina
$21K +$21K +187 New
CHAM
852
Clear Harbor Asset Management
Connecticut
$20.7K +$20.7K +186 New
IA
853
IndexIQ Advisors
New York
$19K +$19K +175 New
HDIM
854
Hanson & Doremus Investment Management
Vermont
$18K – – –
SMG
855
Spectrum Management Group
Indiana
$18K – – –
AF
856
Allworth Financial
California
$18K – – –
SIM
857
Sonora Investment Management
Arizona
$17K – – –
FHA
858
First Horizon Advisors
Tennessee
$16K – – –
EWM
859
Endurance Wealth Management
Rhode Island
$16K +$16K +142 New
CG
860
Cutler Group
California
$15K -$241K -2,214 -94%
FANJ
861
Financial Architects (New Jersey)
New Jersey
$15K – – –
THWM
862
Taylor Hoffman Wealth Management
Virginia
$15K – – –
CQS
863
Credential Qtrade Securities
$13.5K – – –
NFG
864
Next Financial Group
Texas
$13K -$1.12K -10 -8%
TWA
865
TCI Wealth Advisors
Arizona
$13K +$4.11K +37 +46%
ACM
866
Anfield Capital Management
California
$13K +$13K +114 New
BBA
867
Braun-Bostich & Associates
Pennsylvania
$13K +$13K +114 New
BCI
868
Brinker Capital Investments
Pennsylvania
$12K – – –
MRCM
869
M&R Capital Management
New Jersey
$12K – – –
AWA
870
Arkadios Wealth Advisors
Georgia
$11.6K +$11.6K +97 New
HF
871
Halpern Financial
Virginia
$11.1K +$11.1K +100 New
SCA
872
Stuart Chaussee & Associates
California
$11K – – –
FFC
873
First Financial Corp
Indiana
$11K – – –
TIM
874
Tortoise Investment Management
New York
$10K – – –
RIA
875
Realta Investment Advisors
Delaware
$10K +$3.2K +32 +47%
33 34
35
36 37