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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 %
TPCW
551
TD Private Client Wealth
New York
$774K -$342K -2,919 -31%
ST
552
Smithfield Trust
Pennsylvania
$773K +$9.84K +84 +1%
MME
553
Meag Munich Ergo
Germany
$767K +$165K +1,435 +27%
DLA
554
Douglas Lane & Associates
New York
$763K +$63.9K +546 +9%
PI
555
Putnam Investments
Massachusetts
$762K +$399K +3,407 +110%
CIA
556
Capital Investment Advisors
Georgia
$758K -$81.8K -700 -10%
OAM
557
Occidental Asset Management
California
$758K +$111K +952 +17%
SCM
558
Shelton Capital Management
Colorado
$757K -$550K -4,700 -42%
LIP
559
Liontrust Investment Partners
United Kingdom
$737K +$737K +6,300 New
BHC
560
Bowen Hanes & Co
Florida
$732K +$1.64K +14 +0.2%
BCM
561
Boltwood Capital Management
California
$731K +$7.02K +60 +1%
SI
562
Stephens Inc
Arkansas
$729K -$9.48K -81 -1%
Financial Engines Advisors
563
Financial Engines Advisors
California
$727K -$7.25K -62 -1%
VWM
564
Venturi Wealth Management
Texas
$724K +$124K +1,056 +21%
PA
565
PFG Advisors
Arizona
$711K +$2.93K +25 +0.4%
PI
566
PEAK6 Investments
Illinois
$703K +$703K +6,012 New
TCM
567
Teza Capital Management
Illinois
$687K -$928K -7,925 -57%
AT
568
Arden Trust
Delaware
$670K -$14.3K -122 -2%
DT
569
Diversified Trust
Tennessee
$662K +$59.5K +509 +10%
OCG
570
Opus Capital Group
Ohio
$660K – – –
MYIA
571
Mount Yale Investment Advisors
Colorado
$659K -$105K -901 -14%
MSAM
572
Moloney Securities Asset Management
Missouri
$657K +$155K +1,326 +31%
GCMG
573
Gyroscope Capital Management Group
Florida
$649K -$27.3K -233 -4%
MCA
574
Mercer Capital Advisers
New Jersey
$649K – – –
GC
575
Grimes & Company
Massachusetts
$642K – – –
21 22
23
24 25