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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 %
FCH
926
Freestone Capital Holdings
Washington
– -$281 -2,526 Closed
SPC
927
Sigma Planning Corp
Michigan
– -$270K -2,419 Closed
VC
928
Veracity Capital
Georgia
– -$262K -2,348 Closed
LF
929
Lantz Financial
Illinois
– -$255K -2,292 Closed
IC
930
InterOcean Capital
Illinois
– -$253K -2,274 Closed
PCA
931
Personal Capital Advisors
California
– -$253K -2,272 Closed
MCM
932
Marathon Capital Management
Maryland
– -$250K -2,247 Closed
FI
933
Fosun International
China
– -$249K -2,220 Closed
MA
934
Montag & Associates
Georgia
– -$245K -2,202 Closed
GG
935
Gofen & Glossberg
Illinois
– -$245K -2,200 Closed
SHWM
936
Smith & Howard Wealth Management
Georgia
– -$244K -2,190 Closed
GA
937
Geller Advisors
New York
– -$244K -2,187 Closed
RIM
938
Reliant Investment Management
Tennessee
– -$244K -2,186 Closed
FRM
939
Fox Run Management
Connecticut
– -$243K -2,179 Closed
JT
940
Jump Trading
Illinois
– -$241K -2,163 Closed
DI
941
Diligent Investors
California
– -$241K -2,160 Closed
BDF
942
Balasa Dinverno & Foltz
– -$240K -2,158 Closed
PNC
943
Park National Corp
Ohio
– -$236K -2,120 Closed
YMRC
944
Yorktown Management & Research Company
Virginia
– -$234K -2,100 Closed
JIM
945
Jupiter Investment Management
United Kingdom
– -$233K -2,100 Closed
BWAM
946
Boyd Watterson Asset Management
Ohio
– -$234K -2,096 Closed
SCI
947
S&CO Inc
Massachusetts
– -$223K -2,000 Closed
HAIM
948
Hunter Associates Investment Management
Pennsylvania
– -$223K -2,000 Closed
KCM
949
Kornitzer Capital Management
Kansas
– -$223K -2,000 Closed
SL
950
Signition LP
New York
– -$219K -1,970 Closed
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