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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 %
AWA
926
Arkadios Wealth Advisors
Georgia
$9K -$13.5K -120 -60%
AP
927
Atwood & Palmer
Missouri
$9K – – –
LF
928
Lee Financial
Texas
$8K – – –
TJHA
929
Thomas J. Herzfeld Advisors
Florida
$8K – – –
TWA
930
TCI Wealth Advisors
Arizona
$8K – – –
M
931
MOTCO
Texas
$8K – – –
GG
932
Gleason Group
Kentucky
$8K – – –
SGAM
933
Smith Group Asset Management
Texas
$7K -$3.5K -30 -33%
ADL
934
Asset Dedication LLC
California
$7K – – –
SIC
935
Salem Investment Counselors
North Carolina
$7K – – –
JWA
936
JFS Wealth Advisors
Pennsylvania
$7K +$7K +57 New
TIAM2
937
Tru Independence Asset Management 2
Oregon
$7K +$7K +58 New
HIM
938
Hillsdale Investment Management
Ontario, Canada
$6K – – –
MFT
939
Moisand Fitzgerald Tamayo
Florida
$6K +$1.68K +14 +39%
LWM
940
Liberty Wealth Management
California
$6K +$1.45K +14 +32%
HR
941
Howe & Rusling
New York
$6K +$6K +48 New
ACM
942
AUA Capital Management
Pennsylvania
$5K -$106 -1 -2%
FMP
943
Financial Management Professionals
Texas
$5K – – –
PB
944
Pinnacle Bancorp
Nebraska
$5K – – –
CHA
945
Carmichael Hill & Associates
Maryland
$5K – – –
AWG
946
Altus Wealth Group
Colorado
$5K +$5K +43 New
JFA
947
JNBA Financial Advisors
Minnesota
$5K +$5K +46 New
LWA
948
Lenox Wealth Advisors
New York
$4K -$21.3K -170 -84%
LWANC
949
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
JWM
950
Janiczek Wealth Management
Colorado
$4K +$875 +7 +28%
36 37
38
39 40