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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 %
LWANC
851
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$2.5K +30 +100%
SQA
852
Simon Quick Advisors
New Jersey
$4K -$1.36K -17 -25%
HR
853
Howe & Rusling
New York
$4K -$91 -1 -2%
LWM
854
Liberty Wealth Management
California
$4K – – –
CHA
855
Carmichael Hill & Associates
Maryland
$4K – – –
GSWM
856
Golden State Wealth Management
California
$4K +$4K +46 New
Lazard Asset Management
857
Lazard Asset Management
New York
$3K -$2.92K -37 -49%
HIM
858
Hillsdale Investment Management
Ontario, Canada
$3K – – –
AP
859
Arlington Partners
Alabama
$3K +$3K +30 New
MFT
860
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +36 New
CFGS
861
Concourse Financial Group Securities
Alabama
$2K -$20K -220 -91%
GWMIA
862
Global Wealth Management Investment Advisory
Florida
$2K -$1.78K -16 -47%
OAJ
863
Ogorek Anthony Joseph
New York
$2K – – –
CCA
864
Column Capital Advisors
Indiana
$2K – – –
IWP
865
IAG Wealth Partners
Wisconsin
$2K – – –
WAMC
866
Western Asset Management Company
California
$2K +$2K +16 New
KFI
867
Key Financial Inc
Pennsylvania
$2K +$2K +19 New
AA
868
AlphaMark Advisors
Kentucky
$2K +$2K +20 New
AIM
869
Anchor Investment Management
South Carolina
$1.82K +$1.82K +21 New
CFB
870
Cullen/Frost Bankers
Texas
$1K -$23.9K -334 -96%
APC
871
Aspire Private Capital
North Carolina
$1K -$714 -5 -42%
TFA
872
Transamerica Financial Advisors
Florida
$1K – – –
LFG
873
LifePlan Financial Group
Ohio
$1K – – –
AWM
874
Avior Wealth Management
Nebraska
$1K – – –
ETC
875
Exchange Traded Concepts
Oklahoma
$1K +$417 +5 +71%
33 34
35
36 37