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Marsh & McLennan
MMC

Overview Fund Activity

906 hedge funds and large institutions have $47.8B invested in Marsh & McLennan in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 324 increasing their positions, 319 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+29
Holders Change %
+3.31%
% of All Funds
18.62%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
106
Increased
324
Reduced
319
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.68B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$347M
3
Capital World Investors
3
Capital World Investors
California
$1.78B
4
Capital International Investors
4
Capital International Investors
California
$2.33B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$201M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.78B
2
BlackRock
2
BlackRock
New York
$4.36B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.31B
4
APG Asset Management
4
APG Asset Management
Netherlands
$57.1M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
HMS
951
Hanseatic Management Services
New Mexico
– -$230K -2,664 Closed
OMC
952
Old Mission Capital
Illinois
– -$221K -2,554 Closed
QIM
953
Quantitative Investment Management
Virginia
– -$219K -2,539 Closed
CC
954
Colrain Capital
Massachusetts
– -$130K -1,500 Closed
JWA
955
JFS Wealth Advisors
Pennsylvania
– -$104K -1,200 Closed
RBC
956
Roble Belko & Company
Pennsylvania
– -$93K -1,079 Closed
AIS
957
Accurate Investment Solutions
Pennsylvania
– -$91K -1,050 Closed
SIAS
958
Shine Investment Advisory Services
Colorado
– -$70K -804 Closed
NFG
959
Next Financial Group
Texas
– -$68K -792 Closed
BWA
960
BDO Wealth Advisors
Florida
– -$48K -550 Closed
PFO
961
Pathstone Family Office
New Jersey
– -$39K -450 Closed
AIC
962
Ameritas Investment Company
Nebraska
– -$30K -361 Closed
CYG
963
Clean Yield Group
Vermont
– -$17K -195 Closed
CAN
964
Claraphi Advisory Network
United States
– -$15K -171 Closed
LSA
965
Lion Street Advisors
Texas
– -$9K -106 Closed
DWM
966
Darwin Wealth Management
Florida
– -$6K -80 Closed
FEG
967
Financial Enhancement Group
Indiana
– -$5K -58 Closed
SQA
968
Simon Quick Advisors
New Jersey
– -$4K -50 Closed
GSWM
969
Golden State Wealth Management
California
– -$4K -46 Closed
HR
970
Howe & Rusling
New York
– -$4K -44 Closed
KFI
971
Key Financial Inc
Pennsylvania
– -$2K -19 Closed
PW
972
Price Wealth
Texas
– -$1K -11 Closed
CIAS
973
CBIZ Investment Advisory Services
Ohio
– -$19K – –
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