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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 %
EIM
451
Essex Investment Management
Massachusetts
$1.47M -$183K -1,566 -11%
PTC
452
Private Trust Company
Ohio
$1.45M +$177K +1,514 +14%
ATC
453
Argent Trust Co
Tennessee
$1.45M +$936 +8 +0.1%
CAM
454
Close Asset Management
United Kingdom
$1.45M -$3.02M -25,820 -68%
FRA
455
Front Row Advisors
California
$1.44M – – –
RIM
456
Redpoint Investment Management
Australia
$1.43M – – –
Federated Hermes
457
Federated Hermes
Pennsylvania
$1.41M -$62.4K -533 -4%
JHP
458
James Hambro & Partners
United Kingdom
$1.41M +$332K +2,840 +31%
FT
459
Fiduciary Trust
Massachusetts
$1.4M -$19.1K -163 -1%
BHWM
460
Bar Harbor Wealth Management
New Hampshire
$1.4M -$90.4K -772 -6%
DBIA
461
Dumont & Blake Investment Advisors
New Jersey
$1.4M +$9.95K +85 +0.7%
CSIC
462
Clifford Swan Investment Counsel
California
$1.39M – – –
S
463
Seeyond
France
$1.38M -$112K -954 -7%
ESCM
464
Echo Street Capital Management
New York
$1.38M +$1.38M +11,815 New
BPA
465
Beacon Pointe Advisors
California
$1.37M +$49K +418 +4%
MWP
466
Moller Wealth Partners
$1.37M +$1.37M +11,700 New
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$1.36M – – –
HAG
468
HighPoint Advisor Group
Illinois
$1.35M +$1.25K +11 +0.1%
TPI
469
Tesco Pension Investment
United Kingdom
$1.33M – – –
RWB
470
RMR Wealth Builders
New Jersey
$1.33M +$39.4K +337 +3%
FPS
471
Fieldpoint Private Securities
Connecticut
$1.33M +$46.8K +400 +4%
AF
472
Alerus Financial
North Dakota
$1.33M -$25.7K -220 -2%
TCA
473
Transcend Capital Advisors
New Jersey
$1.32M +$146K +1,249 +12%
BBNA
474
Bremer Bank National Association
Minnesota
$1.32M +$30.9K +264 +2%
NG
475
NatWest Group
United Kingdom
$1.32M – – –
17 18
19
20 21