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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 %
HCP
826
Hexagon Capital Partners
Arkansas
$105K – – –
GWM
827
Geneos Wealth Management
Colorado
$104K +$66.6K +809 +178%
EI
828
Ellevest Inc
New York
$103K +$1.99K +17 +2%
RWA
829
Ropes Wealth Advisors
Massachusetts
$101K +$468 +4 +0.5%
FP
830
Fiduciary Planning
Florida
$101K +$469 +4 +0.5%
AS
831
Altshuler Shaham
Israel
$98K +$98K +834 New
SNT
832
Security National Trust
West Virginia
$96K – – –
KFS
833
Kelly Financial Services
Massachusetts
$95.4K – – –
WB
834
Webster Bank
Connecticut
$93K -$6.18K -53 -6%
PFO
835
Pathstone Family Office
New Jersey
$92K +$92K +786 New
VAIA
836
Virtus Alternative Investment Advisers
Connecticut
$90K – – –
CFN
837
Cordasco Financial Network
Florida
$89K – – –
SFSIG
838
San Francisco Sentry Investment Group
California
$88K – – –
VC
839
Vestor Capital
Illinois
$88K – – –
TAIM
840
TD Ameritrade Investment Management
Nebraska
$86K +$466 +4 +0.5%
APWM
841
Atlas Private Wealth Management
New York
$82K +$2.22K +19 +3%
MAM
842
Magellan Asset Management
Australia
$82K +$63.4K +541 +340%
PCH
843
PGIM Custom Harvest
New Jersey
$82K +$82K +726 New
TFGT
844
TS Financial Group (TSFG)
Illinois
$80K – – –
MF
845
Manchester Financial
California
$78K – – –
ICP
846
Interchange Capital Partners
Pennsylvania
$78K +$78K +673 New
JCM
847
Jacobi Capital Management
Pennsylvania
$71K +$353 +3 +0.5%
RPWA
848
Regent Peak Wealth Advisors
Georgia
$71K +$71K +606 New
PA
849
Perennial Advisors
New York
$70K +$70K +597 New
PI
850
PineBridge Investments
New York
$67K +$27.1K +233 +68%
32 33
34
35 36