MMC icon

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 %
RL
651
Ruffer LLP
United Kingdom
$398K – – –
DTL
652
Dynamic Technology Lab
Singapore
$395K -$1.1M -9,386 -74%
TAM
653
Trust Asset Management
Texas
$394K +$91.9K +785 +30%
PA
654
Parallel Advisors
California
$392K -$33.9K -290 -8%
DW
655
Domani Wealth
Pennsylvania
$391K – – –
HB
656
Homrich & Berg
Georgia
$386K +$6.78K +58 +2%
RB
657
Rodgers Brothers
Pennsylvania
$385K – – –
AC
658
Asio Capital
Kentucky
$384K – – –
CCM
659
Coldstream Capital Management
Washington
$381K +$80.3K +687 +27%
IDBONY
660
Israel Discount Bank of New York
New York
$380K -$90.3K -771 -19%
SG
661
Strid Group
Pennsylvania
$376K – – –
SWM
662
Stockman Wealth Management
Montana
$374K – – –
RW
663
REDW Wealth
New Mexico
$373K – – –
EMG
664
ETF Managers Group
New Jersey
$371K +$32.7K +284 +10%
CIM
665
Contravisory Investment Management
Massachusetts
$369K +$31.3K +268 +9%
DWM
666
Defined Wealth Management
Oregon
$362K +$362K +3,095 New
WCA
667
Westover Capital Advisors
Delaware
$361K +$25.8K +220 +8%
AWE
668
Avidian Wealth Enterprises
Texas
$361K +$38.9K +333 +12%
4WM
669
44 Wealth Management
Oregon
$359K +$359K +3,072 New
FHB
670
First Hawaiian Bank
Hawaii
$357K -$127K -1,084 -26%
JWM
671
JGP Wealth Management
Oregon
$357K +$69.1K +619 +24%
WFPG
672
Waller Financial Planning Group
Ohio
$354K +$1.52K +13 +0.4%
BWM
673
Buckley Wealth Management
Nevada
$353K +$8.9K +76 +3%
SPIA
674
Steward Partners Investment Advisory
New York
$353K +$15.1K +129 +4%
KFA
675
Krane Funds Advisors
New York
$352K -$36.4K -311 -9%
25 26
27
28 29