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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 %
Holocene Advisors
951
Holocene Advisors
New York
– -$467K -4,352 Closed
BSW
952
Buckingham Strategic Wealth
Missouri
– -$412K -3,839 Closed
NICM
953
Neo Ivy Capital Management
New York
– -$410K -3,817 Closed
CIAS
954
Capital Investment Advisory Services
North Carolina
– -$379K -3,529 Closed
MFG
955
Magnus Financial Group
New York
– -$257K -2,393 Closed
ARTA
956
A.R.T. Advisors
New York
– -$235K -2,185 Closed
LP
957
LMR Partners
United Kingdom
– -$223K -2,076 Closed
KFS
958
Kurt F. Somerville
– -$215K -2,000 Closed
DI
959
Diligent Investors
California
– -$209K -1,950 Closed
RMA
960
Roffman Miller Associates
Pennsylvania
– -$201K -1,871 Closed
NIT
961
NumerixS Investment Technologies
British Columbia, Canada
– -$150K -1,400 Closed
KPW
962
Kore Private Wealth
New York
– -$148K -1,384 Closed
PWP
963
Principle Wealth Partners
Connecticut
– -$102K -950 Closed
PGAM
964
Princeton Global Asset Management
New Jersey
– -$76K -710 Closed
PA
965
Perennial Advisors
New York
– -$64K -596 Closed
BL
966
Balentine LLC
Georgia
– -$62K -579 Closed
AFS
967
Aft Forsyth & Sober
Florida
– -$43K -400 Closed
VEA
968
Virtus ETF Advisers
New York
– -$28K -262 Closed
AA
969
Ancora Advisors
Ohio
– -$25K -236 Closed
Loomis, Sayles & Company
970
Loomis, Sayles & Company
Massachusetts
– -$16K -152 Closed
NG
971
NWK Group
California
– -$16K -145 Closed
THWM
972
Taylor Hoffman Wealth Management
Virginia
– -$14K -134 Closed
FANJ
973
Financial Architects (New Jersey)
New Jersey
– -$14K -132 Closed
BBA
974
Braun-Bostich & Associates
Pennsylvania
– -$12K -114 Closed
AAIM
975
Asset Advisors Investment Management
Georgia
– -$9K -83 Closed
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