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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
+$296M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$199M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$156M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$155M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$627M
2
A
AustralianSuper
Australia
-$228M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$192M
4
NLI
Nippon Life Insurance
Japan
-$173M
5
Bank of America
Bank of America
North Carolina
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
501
Wintrust Investments
Illinois
$1.06M -$82.4K -704 -7%
DCM
502
Donaldson Capital Management
Indiana
$1.06M -$80K -684 -7%
Cambridge Investment Research Advisors
503
Cambridge Investment Research Advisors
Iowa
$1.05M -$158K -1,354 -13%
WA1
504
Wimmer Associates 1
California
$1.04M +$9.71K +83 +0.9%
HBT
505
Hills Bank & Trust
Iowa
$1.04M +$8.42K +72 +0.8%
EWM
506
Evercore Wealth Management
New York
$1.04M -$25.3K -216 -2%
PP
507
Paloma Partners
Connecticut
$1.04M -$5.34M -45,655 -84%
VIA
508
Vident Investment Advisory
Georgia
$1.03M +$116K +994 +13%
AAS
509
Annex Advisory Services
Wisconsin
$1.03M +$1.03M +8,799 New
CAPTRUST Financial Advisors
510
CAPTRUST Financial Advisors
North Carolina
$1.02M +$44.7K +382 +5%
ACM
511
Allred Capital Management
Texas
$1.01M -$12.8K -109 -1%
3LCM
512
3D/L Capital Management
Connecticut
$1.01M +$1.01M +8,814 New
HCM
513
Howland Capital Management
Massachusetts
$1.01M – – –
AC
514
Athanor Capital
New York
$1M +$1M +8,584 New
VanEck Associates
515
VanEck Associates
New York
$1M +$102K +871 +11%
NRS
516
Neville Rodie & Shaw
New York
$998K – – –
LWCFA
517
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$981K +$6.79K +58 +0.7%
MIAS
518
Mason Investment Advisory Services
Virginia
$979K -$2.34K -20 -0.2%
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$970K +$22.2K +190 +2%
BAM
520
Belpointe Asset Management
Nevada
$967K +$23.2K +198 +2%
WIC
521
Wilkins Investment Counsel
Massachusetts
$964K – – –
MGIA
522
Moneta Group Investment Advisors
Missouri
$946K +$946K +8,085 New
EBT
523
Enterprise Bank & Trust
Massachusetts
$939K +$939K +8,026 New
UBG
524
United Bank (Georgia)
Georgia
$924K +$64.4K +551 +7%
TW
525
TrinityPoint Wealth
Connecticut
$917K -$9.91K -89 -1%
19 20
21
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