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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 %
RWA
476
River Wealth Advisors
Pennsylvania
$1.3M +$425K +3,628 +48%
CC
477
Cipher Capital
New York
$1.29M +$203K +1,739 +19%
CI Investments Inc
478
CI Investments Inc
Ontario, Canada
$1.27M +$751K +6,414 +145%
UB
479
UMB Bank
Missouri
$1.26M -$489K -4,177 -28%
HIM
480
Hotaling Investment Management
Pennsylvania
$1.26M -$1.75M -14,972 -58%
BPC
481
Banque Pictet & Cie
Switzerland
$1.24M – – –
SP
482
Symmetry Partners
Connecticut
$1.23M -$37.1K -317 -3%
PG
483
Pendal Group
Australia
$1.23M +$1.23M +10,485 New
CTA
484
Chesley Taft & Associates
Illinois
$1.22M – – –
AWM
485
Altium Wealth Management
New York
$1.2M +$10.8K +92 +0.9%
SIA
486
Strategic Investment Advisors
Michigan
$1.2M +$959K +8,196 +398%
CK
487
Cohen Klingenstein
New York
$1.17M – – –
DCP
488
DSM Capital Partners
Florida
$1.15M +$191K +1,630 +20%
SFS
489
Sowell Financial Services
Arkansas
$1.15M +$104K +885 +10%
ACM
490
Ativo Capital Management
Illinois
$1.13M -$136K -1,164 -11%
EI
491
Ethic Inc
New York
$1.12M +$103K +881 +10%
VAS
492
Vestmark Advisory Solutions
Massachusetts
$1.12M +$40.8K +349 +4%
Lido Advisors
493
Lido Advisors
California
$1.11M +$783K +6,693 +237%
CI
494
CX Institutional
Indiana
$1.11M +$8.54K +73 +0.8%
BC
495
Bridgefront Capital
Texas
$1.11M +$1.11M +9,452 New
FWCM
496
Ferguson Wellman Capital Management
Oregon
$1.1M – – –
FNT
497
First National Trust
Pennsylvania
$1.1M +$203K +1,739 +23%
CSPIA
498
Cary Street Partners Investment Advisory
Virginia
$1.09M -$1.71M -14,604 -61%
OSAM
499
O'Shaughnessy Asset Management
Connecticut
$1.08M +$605K +5,175 +127%
RIG
500
Roosevelt Investment Group
New York
$1.08M – – –
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