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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 %
MRCM
851
M&R Capital Management
New Jersey
$12K – – –
BBA
852
Braun-Bostich & Associates
Pennsylvania
$12K – – –
MHR
853
Matthew Hamilton Rosenberg
$12K +$12K +108 New
BAM
854
Bellevue Asset Management
Washington
$11K -$1.35K -13 -11%
FFC
855
First Financial Corp
Indiana
$11K – – –
HF
856
Halpern Financial
Virginia
$10.7K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
857
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K -$31.7K -295 -76%
TIM
858
Tortoise Investment Management
New York
$10K – – –
SCA
859
Stuart Chaussee & Associates
California
$10K – – –
EWA
860
Evolution Wealth Advisors
Florida
$10K +$10K +94 New
SGAM
861
Smith Group Asset Management
Texas
$9K – – –
AAIM
862
Asset Advisors Investment Management
Georgia
$9K +$9K +83 New
MSE
863
MUFG Securities EMEA
United Kingdom
$8K -$3.43M -30,002 -100%
GG
864
Gleason Group
Kentucky
$8K – – –
LWM
865
Lenox Wealth Management
Ohio
$8K – – –
AP
866
Atwood & Palmer
Missouri
$8K – – –
TJHA
867
Thomas J. Herzfeld Advisors
Florida
$8K +$8K +68 New
JWM
868
Janiczek Wealth Management
Colorado
$8K +$8K +78 New
RA
869
Rational Advisors
New York
$7K -$153K -1,490 -96%
TWA
870
TCI Wealth Advisors
Arizona
$7K -$3.55K -34 -34%
ADL
871
Asset Dedication LLC
California
$7K – – –
M
872
MOTCO
Texas
$7K – – –
LF
873
Lee Financial
Texas
$7K – – –
CA
874
Centerpoint Advisors
Massachusetts
$6K – – –
OC
875
Oakworth Capital
Alabama
$6K – – –
33 34
35
36 37