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
$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 %
SSC
901
Syverson Strege & Co
Iowa
$21K +$21K +178 New
HDIM
902
Hanson & Doremus Investment Management
Vermont
$19K – – –
AF
903
Allworth Financial
California
$19K – – –
TFM
904
TFC Financial Management
Massachusetts
$19K – – –
SIM
905
Sonora Investment Management
Arizona
$19K +$1.28K +11 +7%
CFGS
906
Concourse Financial Group Securities
Alabama
$17K +$7.63K +66 +81%
OC
907
Oakworth Capital
Alabama
$16K – – –
TCOV
908
Trust Company of Vermont
Vermont
$16K – – –
EW
909
Evoke Wealth
California
$15K +$121 +1 +0.8%
SIA
910
SkyView Investment Advisors
New Jersey
$15K +$15K +127 New
CQS
911
Credential Qtrade Securities
$14.2K – – –
AIL
912
AGF Investments LLC
Ontario, Canada
$14K -$8.68K -75 -38%
MRCM
913
M&R Capital Management
New Jersey
$13K – – –
KPCM
914
Kings Point Capital Management
New York
$13K – – –
MHR
915
Matthew Hamilton Rosenberg
$13K – – –
NFSG
916
Newbridge Financial Services Group
Florida
$13K – – –
FFC
917
First Financial Corp
Indiana
$12K – – –
HF
918
Halpern Financial
Virginia
$11.7K – – –
SCA
919
Stuart Chaussee & Associates
California
$11K – – –
TIM
920
Tortoise Investment Management
New York
$11K – – –
TFS
921
TrustCore Financial Services
Tennessee
$11K +$11K +95 New
DWMG
922
DB Wealth Management Group
California
$11K +$11K +96 New
HFS
923
Hantz Financial Services
Michigan
$11K +$11K +98 New
CL
924
COWA LLC
Oklahoma
$11K +$11K +100 New
CIA
925
CSat Investment Advisory
Michigan
$10K -$185K -1,594 -95%
35 36
37
38 39