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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
$483M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.87B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.21B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$393M
5
Viking Global Investors
Viking Global Investors
Connecticut
$155M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$19.3M
2
A
AustralianSuper
Australia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$774M
4
NLI
Nippon Life Insurance
Japan
$307M
5
Bank of America
Bank of America
North Carolina
$797M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
876
Tarbox Family Office
California
$42K -$233 -2 -0.6%
SCM
877
Silvant Capital Management
Georgia
$42K – – –
EFSCE
878
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$4.1K -35 -10%
MFA
879
McClarren Financial Advisors
Pennsylvania
$38K +$38K +328 New
HWM
880
HighMark Wealth Management
Minnesota
$36K +$118 +1 +0.3%
SLF
881
Sun Life Financial
Ontario, Canada
$35K -$233 -2 -0.7%
TF
882
TimeScale Financial
Massachusetts
$35K +$116 +1 +0.3%
AA
883
Addison Advisors
Vermont
$35K +$35K +297 New
DAC
884
Dividend Assets Capital
South Carolina
$35K +$35K +300 New
POIA
885
Pin Oak Investment Advisors
Texas
$34K – – –
GLLW
886
Graves Light Lenhart Wealth
Virginia
$34K +$34K +290 New
EWA
887
Evolution Wealth Advisors
Florida
$31K – – –
FHA
888
First Horizon Advisors
Tennessee
$29K -$10.3K -89 -26%
PFGIA
889
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$2.31K -20 -7%
IAIM
890
International Assets Investment Management
Florida
$29K +$29K +245 New
SL
891
Savior LLC
Massachusetts
$27K -$935 -8 -3%
IRC
892
Investors Research Corp
Georgia
$27K – – –
EARNEST Partners
893
EARNEST Partners
Georgia
$26K – – –
ST
894
Sageworth Trust
Pennsylvania
$26K +$26K +218 New
TFIPS
895
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.4K +$23.4K +200 New
CTB
896
Country Trust Bank
Illinois
$23K – – –
PWMG
897
Prestige Wealth Management Group
New Jersey
$22K -$13.3K -111 -38%
NFG
898
Next Financial Group
Texas
$22K +$12.3K +103 +127%
VCG
899
Vantage Consulting Group
Virginia
$22K +$22K +184 New
AIG
900
American International Group
New York
$21.4K -$414 -3,540 -2%
34 35
36
37 38