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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
Massachusetts Financial Services
Massachusetts
$1.41B
2
American Century Companies
American Century Companies
Missouri
$328M
3
AAMU
Amundi Asset Management US
Massachusetts
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.71B
5
Morgan Stanley
Morgan Stanley
New York
$204M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
2
Ameriprise
Ameriprise
Minnesota
$499M
3
Invesco
Invesco
Georgia
$281M
4
Capital World Investors
Capital World Investors
California
$1.66B
5
PI
PGGM Investments
Netherlands
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
901
Wealthcare Capital Management
Virginia
$4K +$4K +38 New
PA
902
PSI Advisors
Florida
$4K +$4K +44 New
JAM
903
JCIC Asset Management
Ontario, Canada
$3K – – –
LWANC
904
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
IWP
905
IAG Wealth Partners
Wisconsin
$3K +$3K +22 New
CCA
906
Column Capital Advisors
Indiana
$3K +$3K +28 New
OAJ
907
Ogorek Anthony Joseph
New York
$3K +$3K +30 New
1NWS
908
1 North Wealth Services
Maryland
$2K – – –
LFG
909
LifePlan Financial Group
Ohio
$2K – – –
APC
910
Aspire Private Capital
North Carolina
$1K – – –
AWM
911
Avior Wealth Management
Nebraska
$1K – – –
TFA
912
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
ETC
913
Exchange Traded Concepts
Oklahoma
$1K +$1K +7 New
Marshall Wace
914
Marshall Wace
United Kingdom
$1K +$1K +7 New
AA
915
Argent Advisors
Louisiana
$1K +$1K +9 New
WQ
916
Wealth Quarterback
New Jersey
$912 +$912 +8 New
FCH
917
Freestone Capital Holdings
Washington
$281 +$281 +2,526 New
AC
918
Asio Capital
Kentucky
$267 +$267 +2,400 New
PGAM
919
Princeton Global Asset Management
New Jersey
$79 +$79 +710 New
LS
920
Leelyn Smith
Illinois
$1 +$1 +11 New
PP
921
Prudential plc
United Kingdom
– -$27.8M -277,655 Closed
ZIG
922
Zurich Insurance Group
Switzerland
– -$8.98M -89,710 Closed
MSDF
923
Michael & Susan Dell Foundation
New York
– -$6.43M -64,279 Closed
WG
924
Winton Group
United Kingdom
– -$5.33M -53,278 Closed
DA
925
Duality Advisers
Florida
– -$4.69M -46,840 Closed
35 36
37
38 39