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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 %
ZCA
901
Zeke Capital Advisors
Pennsylvania
– -$905K -8,125 Closed
CWM
902
Confluence Wealth Management
Oregon
– -$866K -7,777 Closed
IMRF
903
Illinois Municipal Retirement Fund
Illinois
– -$815K -7,314 Closed
Financial Engines Advisors
904
Financial Engines Advisors
California
– -$791K -7,100 Closed
TCM
905
Tuttle Capital Management
Connecticut
– -$772K -6,926 Closed
Capital Fund Management (CFM)
906
Capital Fund Management (CFM)
France
– -$768K -6,890 Closed
CCM
907
Crabel Capital Management
California
– -$750K -6,731 Closed
RMCM
908
Reynders McVeigh Capital Management
Massachusetts
– -$730K -6,548 Closed
PCM
909
Prelude Capital Management
New York
– -$629K -5,650 Closed
MC
910
Machina Capital
France
– -$585K -5,254 Closed
TCM
911
Teza Capital Management
Illinois
– -$564K -5,059 Closed
WJWM
912
Williams Jones Wealth Management
New York
– -$530K -4,758 Closed
PP
913
Parplus Partners
New York
– -$488K -4,380 Closed
CA
914
Commerzbank Aktiengesellschaft
Germany
– -$458K -4,112 Closed
TA
915
TCG Advisors
Texas
– -$453K -4,065 Closed
AIM
916
Achmea Investment Management
Netherlands
– -$451K -4,048 Closed
CIBC World Market
917
CIBC World Market
Ontario, Canada
– -$432K -3,880 Closed
PP
918
PDT Partners
New York
– -$413K -3,706 Closed
SRAM
919
Stone Ridge Asset Management
New York
– -$405K -3,639 Closed
JMFC
920
J.M. Forbes & Co
Massachusetts
– -$401K -3,600 Closed
MWP
921
MYCIO Wealth Partners
Pennsylvania
– -$361K -3,241 Closed
PTC
922
Provident Trust Company
Wisconsin
– -$334K -3,000 Closed
NP
923
NorthRock Partners
Minnesota
– -$304K -2,729 Closed
WKWM
924
Walter & Keenan Wealth Management
Indiana
– -$301K -2,700 Closed
BCM
925
Bayesian Capital Management
New York
– -$284K -2,545 Closed
35 36
37
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