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Marsh & McLennan
MMC

Overview Fund Activity

844 hedge funds and large institutions have $44.2B invested in Marsh & McLennan in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
296
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$527M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$497M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.28B
4
A
4
AustralianSuper
Australia
$180M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$403M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.64B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.22B
3
Artisan Partners
3
Artisan Partners
Wisconsin
$558M
4
BlackRock
4
BlackRock
New York
$4.2B
5
UIM
5
USS Investment Management
United Kingdom
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
876
Washington Trust Bank
Washington
– -$97K -1,030 Closed
LA
877
Legacy Advisors
Pennsylvania
– -$75K -796 Closed
LC
878
Lavaca Capital
Texas
– -$56K -600 Closed
FC
879
Ferris Capital
Massachusetts
– -$45K -474 Closed
MFW
880
Mosaic Family Wealth
Missouri
– -$38K -400 Closed
LFA
881
Legacy Financial Advisors
Kentucky
– -$37K -389 Closed
KPW
882
Kore Private Wealth
New York
– -$28K -293 Closed
Twin Tree Management
883
Twin Tree Management
Texas
– -$24K -259 Closed
AWMS
884
Advocacy Wealth Management Services
Georgia
– -$21K -222 Closed
CHP
885
Cable Hill Partners
Oregon
– -$20K -214 Closed
AIC
886
Ameritas Investment Company
Nebraska
– -$11K -122 Closed
FNC
887
First National Corp
Massachusetts
– -$11K -120 Closed
DBT
888
Dubuque Bank & Trust
Iowa
– -$9K -94 Closed
IWP
889
Icon Wealth Partners
Texas
– -$8K -86 Closed
PWM
890
PRW Wealth Management
Massachusetts
– -$8K -79 Closed
PGWM
891
Parisi Gray Wealth Management
New Jersey
– -$7K -73 Closed
PFO
892
Pathstone Family Office
New Jersey
– -$7K -70 Closed
DAM
893
Delta Asset Management
Tennessee
– -$5K -54 Closed
NSIM
894
North Star Investment Management
Illinois
– -$5K -50 Closed
OFW
895
Omnia Family Wealth
Florida
– -$4K -44 Closed
LWANC
896
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$3K -30 Closed
DOA
897
D'Orazio & Associates
Virginia
– -$3K -29 Closed
TFA
898
Toth Financial Advisory
Virginia
– -$2K -23 Closed
SL
899
Salomon & Ludwin
Virginia
– -$2K -21 Closed
FCA
900
FinTrust Capital Advisors
South Carolina
– -$1K -14 Closed
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