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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 %
SS
701
Simplicity Solutions
Minnesota
$309K +$55.4K +473 +22%
BRM
702
Boston Research & Management
Massachusetts
$306K – – –
CWC
703
Carolinas Wealth Consulting
North Carolina
$301K +$6.44K +55 +2%
AIP
704
ARS Investment Partners
New York
$299K -$26K -222 -8%
PCG
705
Private Capital Group
Connecticut
$297K -$935 -8 -0.3%
ONB
706
Old National Bancorp
Indiana
$295K -$193K -1,645 -39%
SCM
707
SOL Capital Management
Maryland
$295K – – –
FAIM
708
Financial Advocates Investment Management
Washington
$295K +$1.99K +17 +0.7%
PAS
709
Park Avenue Securities
New York
$293K +$39.9K +341 +16%
SWA
710
Stratos Wealth Advisors
Ohio
$293K +$293K +2,508 New
SC
711
Savant Capital
Illinois
$291K -$4.79K -41 -2%
DWM
712
Destination Wealth Management
California
$287K +$29.3K +250 +11%
WCM
713
Wallace Capital Management
Texas
$286K – – –
PCM
714
Prelude Capital Management
New York
$286K +$286K +2,447 New
AWM
715
Aberdeen Wealth Management
Illinois
$285K – – –
ACP
716
Arcus Capital Partners
Georgia
$283K +$283K +2,418 New
AHB
717
Abner Herrman & Brock
New Jersey
$279K -$25.8K -220 -8%
GC
718
Gilbert & Cook
Iowa
$279K – – –
AIA
719
Alera Investment Advisors
Illinois
$278K +$936 +8 +0.3%
T
720
TRUADVICE
Florida
$276K +$87.8K +815 +47%
PIA
721
Powell Investment Advisors
Florida
$275K – – –
PA
722
Pinnacle Associates
New York
$275K +$1.75K +15 +0.6%
BDF
723
Balasa Dinverno & Foltz
$275K +$11.7K +100 +4%
TF
724
Trek Financial
Arizona
$275K +$275K +2,350 New
BRWA
725
B. Riley Wealth Advisors
Florida
$271K -$445K -3,783 -62%
27 28
29
30 31