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 %
MCM
801
Manchester Capital Management
Vermont
$174K -$585 -5 -0.3%
M
802
Mirova
France
$160K +$160K +1,371 New
FMII
803
Farmers & Merchants Investments Inc
Nebraska
$150K – – –
CTC
804
Central Trust Company
Missouri
$148K -$158K -1,351 -52%
TF
805
Tompkins Financial
New York
$148K -$19.8K -169 -12%
SSB
806
Sandy Spring Bank
Maryland
$143K -$62.8K -536 -31%
SBSB
807
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K +$1.52K +13 +1%
MPWT
808
MassMutual Private Wealth & Trust
Connecticut
$139K -$11.8K -101 -8%
Jones Financial Companies
809
Jones Financial Companies
Missouri
$133K +$133K +1,136 New
NC
810
Nicholas Company
Wisconsin
$129K -$11.7K -100 -8%
HIA
811
Harbor Investment Advisory
Maryland
$126K -$14.2K -122 -10%
CWM
812
Curi Wealth Management
North Carolina
$126K +$126K +1,084 New
PCM
813
Penserra Capital Management
California
$125K -$56.3K -484 -31%
GC
814
Garde Capital
Washington
$125K +$125K +1,070 New
BWL
815
Bogart Wealth LLC
Virginia
$122K -$60K -516 -33%
BCA
816
Berman Capital Advisors
Georgia
$122K +$30.9K +267 +34%
MIM
817
Merrion Investment Management
New Jersey
$121K +$121K +1,031 New
EP
818
Eudaimonia Partners
Tennessee
$116K -$2.9K -25 -2%
PMFA
819
Plante Moran Financial Advisors
Michigan
$116K +$2.69K +23 +2%
NIM
820
NuWave Investment Management
New Jersey
$115K -$143K -1,225 -55%
DWA
821
Dougherty Wealth Advisers
Minnesota
$115K – – –
CCM
822
Covington Capital Management
California
$113K – – –
MA
823
MUFG Americas
New York
$113K +$1.75K +15 +2%
BWM
824
BerganKDV Wealth Management
Minnesota
$111K +$37.5K +320 +51%
BFC
825
Bedel Financial Consulting
Indiana
$109K – – –
31 32
33
34 35