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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 %
CT
1001
Cambridge Trust
Massachusetts
– -$230K -2,004 Closed
FA
1002
Faithward Advisors
Pennsylvania
– -$225K -1,958 Closed
WWM
1003
Windsor Wealth Management
Indiana
– -$207K -1,864 Closed
CC
1004
Centiva Capital
New York
– -$212K -1,845 Closed
KLWA
1005
Kelly Lawrence W & Associates
California
– -$138K -1,200 Closed
NNP
1006
Nachman Norwood & Parrott
South Carolina
– -$121K -1,058 Closed
PFWA
1007
Paces Ferry Wealth Advisors
Georgia
– -$97K -845 Closed
RIM
1008
Rampart Investment Management
Connecticut
– -$80K -698 Closed
PFS
1009
Prospera Financial Services
Texas
– -$77K -668 Closed
SC
1010
Solstein Capital
California
– -$42K -368 Closed
FFA
1011
Founders Financial Alliance
North Carolina
– -$37K -323 Closed
AW
1012
Alpha Windward
Massachusetts
– -$32K -277 Closed
Twin Tree Management
1013
Twin Tree Management
Texas
– -$30K -264 Closed
CHAM
1014
Clear Harbor Asset Management
Connecticut
– -$21.3K -186 Closed
AA
1015
AlphaMark Advisors
Kentucky
– -$19K -170 Closed
FAM
1016
Fred Alger Management
New York
– -$19K -168 Closed
CG
1017
Cutler Group
California
– -$13K -114 Closed
BAM
1018
Bellevue Asset Management
Washington
– -$12K -106 Closed
RA
1019
Rational Advisors
New York
– -$8K -73 Closed
CA
1020
Crewe Advisors
Utah
– -$6K -51 Closed
TWP
1021
TFO Wealth Partners
Ohio
– -$5K -41 Closed
AWM
1022
Adams Wealth Management
Utah
– -$4K -38 Closed
WCG
1023
Weaver Consulting Group
California
– -$4K -33 Closed
BWA
1024
BDO Wealth Advisors
Florida
– -$3K -28 Closed
CAGAS
1025
Capital Advisory Group Advisory Services
Minnesota
– -$3K -26 Closed
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