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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 %
ABC
951
Associated Banc-Corp
Wisconsin
– -$217K -1,943 Closed
FA
952
Faithward Advisors
Pennsylvania
– -$216K -1,937 Closed
PLFAM
953
Pineno Levin & Ford Asset Management
Virginia
– -$215K -1,926 Closed
CT
954
Columbia Trust
Oregon
– -$213K -1,918 Closed
YIA
955
YHB Investment Advisors
Connecticut
– -$213K -1,908 Closed
GC
956
Gratus Capital
Georgia
– -$210K -1,885 Closed
KCM
957
Kanawha Capital Management
Virginia
– -$210K -1,881 Closed
TCBWMS
958
Texas Capital Bank Wealth Management Services
Texas
– -$204K -1,835 Closed
WCWM
959
Willow Creek Wealth Management
California
– -$203K -1,818 Closed
IWM
960
IHT Wealth Management
Illinois
– -$202K -1,818 Closed
AC
961
Abbrea Capital
California
– -$202K -1,817 Closed
MWA
962
Meridian Wealth Advisors
Texas
– -$201K -1,803 Closed
MFG
963
Magnus Financial Group
New York
– -$201K -1,801 Closed
LNB
964
Ledyard National Bank
– -$201K -1,801 Closed
SIC
965
Samalin Investment Counsel
New York
– -$193K -1,737 Closed
GLI
966
Guardian Life Insurance
New York
– -$165K -1,482 Closed
LPIC
967
LeJeune Puetz Investment Counsel
Michigan
– -$146K -1,310 Closed
AA
968
Ancora Advisors
Ohio
– -$111K -1,000 Closed
IRAG
969
Investment Research & Advisory Group
Georgia
– -$78K -697 Closed
PI
970
PEAK6 Investments
Illinois
– -$70K -631 Closed
QAM
971
QCI Asset Management
New York
– -$62K -556 Closed
RMAM
972
Raab & Moskowitz Asset Management
New Jersey
– -$58K -526 Closed
CH
973
Canton Hathaway
Rhode Island
– -$36K -325 Closed
GDP
974
Great Diamond Partners
Maine
– -$28K -255 Closed
FPFS
975
First Personal Financial Services
North Carolina
– -$22K -198 Closed
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