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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 %
SGAM
876
Smith Group Asset Management
Texas
$9K -$1.13K -10 -11%
EWA
877
Evolution Wealth Advisors
Florida
$9K +$1.78K +16 +25%
Lazard Asset Management
878
Lazard Asset Management
New York
$8K -$739K -6,932 -99%
LWM
879
Lenox Wealth Management
Ohio
$8K – – –
AP
880
Atwood & Palmer
Missouri
$8K – – –
APWM
881
Atlas Private Wealth Management
New York
$8K +$8K +75 New
AS
882
Altshuler Shaham
Israel
$8K +$8K +76 New
LF
883
Lee Financial
Texas
$7K – – –
SIC
884
Salem Investment Counselors
North Carolina
$7K +$7K +60 New
ADL
885
Asset Dedication LLC
California
$7K +$7K +62 New
SQA
886
Simon Quick Advisors
New Jersey
$7K +$7K +67 New
AIL
887
AGF Investments LLC
Ontario, Canada
$6K -$487K -4,627 -99%
LFG
888
Larson Financial Group
Missouri
$6K – – –
CA
889
Centerpoint Advisors
Massachusetts
$6K – – –
DAM
890
Delta Asset Management
Tennessee
$6K – – –
OC
891
Oakworth Capital
Alabama
$6K – – –
FEG
892
Financial Enhancement Group
Indiana
$6K – – –
Twin Tree Management
893
Twin Tree Management
Texas
$5K -$497K -4,177 -99%
HR
894
Howe & Rusling
New York
$5K -$222 -2 -4%
LWM
895
Liberty Wealth Management
California
$5K – – –
BC
896
Barnett & Company
Tennessee
$5K +$3.81K +32 +320%
CWA
897
Capital Wealth Alliance
Arizona
$5K +$5K +45 New
CHA
898
Carmichael Hill & Associates
Maryland
$5K +$5K +49 New
GWMIA
899
Global Wealth Management Investment Advisory
Florida
$4K -$706 -6 -15%
HIM
900
Hillsdale Investment Management
Ontario, Canada
$4K -$571 -5 -13%
34 35
36
37 38