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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 %
NFG
901
Next Financial Group
Texas
$9K +$9K +81 New
LF
902
Lee Financial
Texas
$8K – – –
M
903
MOTCO
Texas
$8K – – –
TWA
904
TCI Wealth Advisors
Arizona
$8K – – –
GG
905
Gleason Group
Kentucky
$8K – – –
RA
906
Rational Advisors
New York
$8K +$548 +5 +7%
SIC
907
Salem Investment Counselors
North Carolina
$7K – – –
ADL
908
Asset Dedication LLC
California
$7K – – –
TJHA
909
Thomas J. Herzfeld Advisors
Florida
$7K – – –
HIM
910
Hillsdale Investment Management
Ontario, Canada
$6K +$3.27K +30 +120%
ACM
911
AUA Capital Management
Pennsylvania
$6K +$6K +48 New
CA
912
Crewe Advisors
Utah
$6K +$6K +51 New
LWM
913
Liberty Wealth Management
California
$5K – – –
FMP
914
Financial Management Professionals
Texas
$5K – – –
CHA
915
Carmichael Hill & Associates
Maryland
$5K – – –
TWP
916
TFO Wealth Partners
Ohio
$5K +$5K +41 New
PB
917
Pinnacle Bancorp
Nebraska
$5K +$5K +45 New
MFT
918
Moisand Fitzgerald Tamayo
Florida
$4K – – –
WCG
919
Weaver Consulting Group
California
$4K – – –
AWM
920
Adams Wealth Management
Utah
$4K +$4K +38 New
JWM
921
Janiczek Wealth Management
Colorado
$3K -$6.36K -53 -68%
OAJ
922
Ogorek Anthony Joseph
New York
$3K – – –
LWANC
923
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
CFB
924
Cullen/Frost Bankers
Texas
$3K +$1.09K +8 +57%
CAGAS
925
Capital Advisory Group Advisory Services
Minnesota
$3K +$3K +26 New
35 36
37
38 39