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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 %
LF
726
Lantz Financial
Illinois
$268K – – –
WSTAM
727
Wilbanks Smith & Thomas Asset Management
Virginia
$267K -$10.4K -89 -4%
DDC
728
DF Dent & Co
Maryland
$266K +$1.4K +12 +0.5%
ICG
729
InterOcean Capital Group
Tennessee
$266K +$266K +2,274 New
GG
730
Gofen & Glossberg
Illinois
$262K – – –
MA
731
Montag & Associates
Georgia
$258K – – –
BFM
732
Boston Financial Management
Massachusetts
$257K -$66.7K -570 -21%
PGFC
733
Peapack-Gladstone Financial Corp
New Jersey
$257K +$22.3K +190 +9%
PP
734
Patron Partners
Texas
$257K +$257K +2,196 New
RIM
735
Reliant Investment Management
Tennessee
$256K – – –
SHWM
736
Smith & Howard Wealth Management
Georgia
$256K – – –
CF
737
Centaurus Financial
California
$255K – – –
DHFB
738
Dixon Hubard Feinour & Brown
Virginia
$252K – – –
GA
739
Geller Advisors
New York
$248K – – –
Cetera Investment Advisers
740
Cetera Investment Advisers
Illinois
$247K +$247K +2,113 New
Luther King Capital Management (LKCM)
741
Luther King Capital Management (LKCM)
Texas
$246K -$4.8K -41 -2%
MSFP
742
Mark Sheptoff Financial Planning
Connecticut
$246K – – –
YMRC
743
Yorktown Management & Research Company
Virginia
$245K -$132K -1,130 -35%
BWAM
744
Boyd Watterson Asset Management
Ohio
$245K – – –
CCG
745
Cypress Capital Group
Florida
$245K – – –
CS
746
Comerica Securities
Michigan
$243K +$9.01K +77 +4%
BOTW
747
Bank of the West
California
$242K -$27.4K -235 -10%
KPW
748
Kore Private Wealth
New York
$239K +$239K +2,042 New
CWP
749
Curated Wealth Partners
California
$238K +$238K +2,031 New
PRC
750
Pearl River Capital
Michigan
$237K -$292K -2,496 -55%
28 29
30
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