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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
$1.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$726M
3
BlackRock
BlackRock
New York
$3.71B
4
Boston Partners
Boston Partners
Massachusetts
$201M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$507M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$36.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.83B
3
UBS Group
UBS Group
Switzerland
$450M
4
AAMU
Amundi Asset Management US
Massachusetts
$278M
5
AC
Alleghany Corporation
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
876
Price Wealth
Texas
$1K +$1K +11 New
TI
877
tru Independence
Oregon
$35 – – –
AC
878
Alleghany Corporation
New York
– -$111M -1,000,000 Closed
SSM
879
Sound Shore Management
Connecticut
– -$92.6M -830,907 Closed
VCM
880
Voleon Capital Management
California
– -$20.4M -183,000 Closed
Wolverine Trading
881
Wolverine Trading
Illinois
– -$20.2M -180,738 Closed
MSR
882
Main Street Research
Connecticut
– -$15.1M -135,640 Closed
PI
883
PGGM Investments
Netherlands
– -$14.3M -128,239 Closed
PWAG
884
Polaris Wealth Advisory Group
California
– -$12.1M -107,086 Closed
KCP
885
KDI Capital Partners
North Carolina
– -$8.34M -74,831 Closed
SIM
886
Spark Investment Management
New York
– -$6M -53,900 Closed
SFM
887
Soros Fund Management
New York
– -$5.69M -51,090 Closed
TPWA
888
TRUE Private Wealth Advisors
Oregon
– -$4.84M -43,409 Closed
AWM
889
Argent Wealth Management
Massachusetts
– -$3.35M -30,053 Closed
GH
890
GAM Holding
Switzerland
– -$3.02M -27,127 Closed
AFWM
891
AMJ Financial Wealth Management
Virginia
– -$2.93M -26,281 Closed
AI
892
Atria Investments
North Carolina
– -$2.67M -23,967 Closed
HC
893
HNP Capital
New York
– -$1.81M -16,221 Closed
BCM
894
Bluefin Capital Management
New York
– -$1.49M -13,376 Closed
GCA
895
Gideon Capital Advisors
New York
– -$1.18M -10,560 Closed
AG
896
AlphaSimPlex Group
Massachusetts
– -$1.05M -9,388 Closed
SAM
897
Symphony Asset Management
California
– -$1.02M -9,191 Closed
BHTS
898
Bar Harbor Trust Services
Maine
– -$994K -8,925 Closed
DC
899
Diametric Capital
Massachusetts
– -$957K -8,591 Closed
PSP
900
Principal Street Partners
Tennessee
– -$914K -8,208 Closed
34 35
36
37 38