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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 %
CGL
601
Clarius Group LLC
Washington
$561K +$56.2K +481 +11%
VFA
602
Voya Financial Advisors
Connecticut
$558K -$13K -113 -2%
SWA
603
SFMG Wealth Advisors
Texas
$554K – – –
HW
604
Hancock Whitney
Mississippi
$553K +$553K +4,725 New
IA
605
Icon Advisers
Colorado
$550K – – –
OC
606
Oppenheimer & Co
New York
$547K +$5.38K +46 +1%
BJL
607
Brighton Jones LLC
Washington
$544K +$139K +1,188 +34%
WSFS
608
Wilmington Savings Fund Society
Delaware
$543K – – –
S
609
SignatureFD
Georgia
$538K -$13.2K -113 -2%
EIA
610
Edgemoor Investment Advisors
Maryland
$533K +$2.11K +18 +0.4%
CAG
611
Csenge Advisory Group
Florida
$530K -$4.21K -36 -0.8%
FCH
612
Freestone Capital Holdings
Washington
$529K +$124K +1,056 +30%
ASN
613
Advisory Services Network
Georgia
$519K -$119K -1,020 -19%
RMCM
614
Reynders McVeigh Capital Management
Massachusetts
$517K +$312K +2,665 +152%
WANY
615
Wealthspire Advisors (New York)
New York
$513K +$145K +1,237 +39%
KM
616
Kalos Management
Georgia
$512K -$1.48K -13 -0.3%
VPIM
617
Vanguard Personalized Indexing Management
California
$508K +$107K +917 +27%
V
618
VeraBank
Texas
$504K – – –
CAAS
619
Capital Asset Advisory Services
Michigan
$501K +$15K +128 +3%
DSC
620
Duncker Streett & Co
Missouri
$491K – – –
TNB
621
TCF National Bank
South Dakota
$488K +$24.1K +206 +5%
FB
622
Fulton Bank
Pennsylvania
$481K -$157K -1,344 -25%
EDRH
623
Edmond de Rothschild Holding
Switzerland
$479K +$362K +3,094 +311%
AUB
624
Atlantic Union Bankshares
Virginia
$477K – – –
BIM
625
Bridges Investment Management
Nebraska
$474K +$29.7K +254 +7%
23 24
25
26 27