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Marsh & McLennan
MMC

Overview Fund Activity

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$665M
3
FPP
Findlay Park Partners
United Kingdom
$415M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.99B
5
Morgan Stanley
Morgan Stanley
New York
$289M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.86B
3
NLI
Nippon Life Insurance
Japan
$471M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$941M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
876
AlphaMark Advisors
Kentucky
$19K – – –
HDIM
877
Hanson & Doremus Investment Management
Vermont
$19K – – –
TFM
878
TFC Financial Management
Massachusetts
$19K +$19K +162 New
MAM
879
Magellan Asset Management
Australia
$18K +$18K +159 New
SIM
880
Sonora Investment Management
Arizona
$17K -$336 -3 -2%
TCOV
881
Trust Company of Vermont
Vermont
$16K – – –
OC
882
Oakworth Capital
Alabama
$16K +$9.71K +85 +155%
EW
883
Evoke Wealth
California
$14K -$228 -2 -2%
CQS
884
Credential Qtrade Securities
$13.9K – – –
MRCM
885
M&R Capital Management
New Jersey
$13K – – –
NFSG
886
Newbridge Financial Services Group
Florida
$13K +$13K +110 New
CG
887
Cutler Group
California
$13K +$13K +114 New
KPCM
888
Kings Point Capital Management
New York
$12K -$27.4K -247 -70%
FFC
889
First Financial Corp
Indiana
$12K – – –
BAM
890
Bellevue Asset Management
Washington
$12K – – –
MHR
891
Matthew Hamilton Rosenberg
$12K – – –
HF
892
Halpern Financial
Virginia
$11.5K – – –
SCA
893
Stuart Chaussee & Associates
California
$11K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
894
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11K – – –
Millennium Management
895
Millennium Management
New York
$10.5K +$6K +52,269 +134%
WB
896
West Bancorporation
Iowa
$10K -$15.2K -132 -60%
TIM
897
Tortoise Investment Management
New York
$10K – – –
SGAM
898
Smith Group Asset Management
Texas
$10K +$1.11K +10 +13%
AP
899
Atwood & Palmer
Missouri
$9K – – –
CFGS
900
Concourse Financial Group Securities
Alabama
$9K +$2.56K +23 +40%
34 35
36
37 38