MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

969 hedge funds and large institutions have $52.2B invested in Marsh & McLennan in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 365 increasing their positions, 316 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+37
Holders Change %
+3.97%
% of All Funds
17.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
109
Increased
365
Reduced
316
Closed
58
Calls
$35.2M
Puts
$29.1M
Net Calls
+$6.1M
Net Calls Change
-$2.62M

Top Buyers

1
KBC Group
KBC Group
Belgium
$483M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.87B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.21B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$393M
5
Viking Global Investors
Viking Global Investors
Connecticut
$155M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$19.3M
2
A
AustralianSuper
Australia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$774M
4
NLI
Nippon Life Insurance
Japan
$307M
5
Bank of America
Bank of America
North Carolina
$797M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPM
401
Triasima Portfolio Management
Quebec, Canada
$2.27M +$2.27M +19,374 New
SFA
402
Souders Financial Advisors
Ohio
$2.25M +$43.9K +375 +2%
IRF
403
IBM Retirement Fund
New York
$2.2M +$104K +889 +5%
EAM
404
Erste Asset Management
Austria
$2.19M +$241K +2,100 +12%
RC
405
RegentAtlantic Capital
New Jersey
$2.18M -$16K -137 -0.7%
Wealthfront Advisers
406
Wealthfront Advisers
California
$2.18M -$104K -885 -5%
MYAM
407
Meiji Yasuda Asset Management
Japan
$2.16M +$42.1K +360 +2%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$2.15M -$167K -1,425 -7%
BBVA
409
Banco Bilbao Vizcaya Argentaria
Spain
$2.11M +$168K +1,440 +9%
WF
410
Welch & Forbes
Massachusetts
$2.11M +$221K +1,890 +12%
ACA
411
Aptus Capital Advisors
Alabama
$2.11M +$382K +3,264 +22%
Nomura Holdings
412
Nomura Holdings
Japan
$2.1M -$1.18M -10,265 -36%
CI
413
Cigna Investments
Connecticut
$2.08M +$150K +1,278 +8%
RFC
414
Regions Financial Corp
Alabama
$2.07M +$61.1K +522 +3%
BCM
415
Bridgeway Capital Management
Texas
$2.02M – – –
CIC
416
Carnegie Investment Counsel
Ohio
$2.01M +$189K +1,619 +10%
PWLP
417
Prio Wealth Limited Partnership
Massachusetts
$2M -$46.8K -400 -2%
PAM
418
Panagora Asset Management
Massachusetts
$1.98M -$10.6K -91 -0.5%
BAM
419
Bruderman Asset Management
New York
$1.95M +$172K +1,471 +10%
AC
420
Allstate Corporation
Illinois
$1.91M -$70.8K -605 -4%
HWA
421
Heritage Wealth Advisors
Virginia
$1.9M +$280K +2,397 +17%
CPA
422
Capital Planning Advisors
California
$1.89M -$371K -3,167 -16%
RFA
423
Reilly Financial Advisors
California
$1.88M -$23.3K -199 -1%
Mirae Asset Global Investments
424
Mirae Asset Global Investments
South Korea
$1.82M +$281K +2,406 +18%
MBTD
425
Mechanics Bank - Trust Department
California
$1.8M +$345K +2,947 +24%
15 16
17
18 19