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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 %
SFA
976
Semmax Financial Advisors
North Carolina
– -$21K -187 Closed
CHAM
977
Clear Harbor Asset Management
Connecticut
– -$20.7K -186 Closed
SMG
978
Spectrum Management Group
Indiana
– -$18K -160 Closed
EWM
979
Endurance Wealth Management
Rhode Island
– -$16K -142 Closed
CG
980
Cutler Group
California
– -$15K -138 Closed
THWM
981
Taylor Hoffman Wealth Management
Virginia
– -$15K -134 Closed
ACM
982
Anfield Capital Management
California
– -$13K -114 Closed
BCI
983
Brinker Capital Investments
Pennsylvania
– -$12K -107 Closed
RIA
984
Realta Investment Advisors
Delaware
– -$10K -100 Closed
EWA
985
Evolution Wealth Advisors
Florida
– -$9K -81 Closed
AS
986
Altshuler Shaham
Israel
– -$8K -76 Closed
LFG
987
Larson Financial Group
Missouri
– -$6K -50 Closed
CWA
988
Capital Wealth Alliance
Arizona
– -$5K -45 Closed
PA
989
PSI Advisors
Florida
– -$4K -44 Closed
BC
990
Barnett & Company
Tennessee
– -$5K -42 Closed
JAM
991
JCIC Asset Management
Ontario, Canada
– -$3K -31 Closed
LS
992
Leelyn Smith
Illinois
– -$1 -11 Closed
AA
993
Argent Advisors
Louisiana
– -$1K -9 Closed
WQ
994
Wealth Quarterback
New Jersey
– -$912 -8 Closed
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