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 %
ABC
776
Associated Banc-Corp
Wisconsin
$222K – – –
CFG
777
CKW Financial Group
Hawaii
$222K – – –
OAM
778
Optimal Asset Management
California
$222K – – –
MC
779
Maverick Capital
Texas
$222K +$222K +1,901 New
APW
780
Acima Private Wealth
Virginia
$220K – – –
KCM
781
Kanawha Capital Management
Virginia
$220K +$350 +3 +0.2%
BSW
782
Buckingham Strategic Wealth
Missouri
$219K +$219K +1,870 New
FI
783
FormulaFolio Investments
Michigan
$217K +$217K +1,852 New
RMC
784
Resources Management Corp
Connecticut
$216K – – –
SPC
785
Sigma Planning Corp
Michigan
$216K +$1.29K +11 +0.6%
ZB
786
Zions Bancorporation
Utah
$216K +$178K +1,520 +465%
MCM
787
MAI Capital Management
Ohio
$216K +$216K +1,850 New
MFG
788
Magnus Financial Group
New York
$215K +$215K +1,840 New
AC
789
Abbrea Capital
California
$213K +$1.99K +17 +0.9%
LGWM
790
Litman Gregory Wealth Management
California
$211K – – –
CA
791
Clearstead Advisors
Ohio
$208K +$16.5K +141 +9%
ALAM
792
Asahi Life Asset Management
Japan
$205K +$205K +1,750 New
T
793
TOBAM
France
$203K – – –
NAG
794
Northstar Advisory Group
New Jersey
$203K +$203K +1,736 New
CCP
795
Clarkston Capital Partners
Michigan
$202K +$202K +1,725 New
HFM
796
Harvest Fund Management
China
$196K -$83.8K -717 -30%
KC
797
Kinloch Capital
Virginia
$196K +$196K +1,672 New
SWA
798
SOA Wealth Advisors
New York
$195K +$195K +1,738 New
PWM
799
Perigon Wealth Management
California
$189K +$189K +1,613 New
RIM
800
Rockbridge Investment Management
New York
$180K – – –
30 31
32
33 34