Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Marsh & Mclennan Cos Inc (MMC)

2K + Investors. Track Smart Money conviction in MMC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -35
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — MMC

Based on 1540 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MMC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
1,540 hedge funds hold MMC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MMC is almost the same as a year ago (-55 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

763 buying763 selling
Last quarter: 763 funds bought or added vs 763 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-71 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 138 → 154 → 220 → 149. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
1,053 out of 1,540 hedge funds have held MMC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

193 → 138 → 154 → 220 → 149 new funds/Q
New funds entering each quarter: 138 → 154 → 220 → 149. A growing number of institutions are discovering MMC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 1,564 holders: 1,086 (69%) are 2+ year veterans, 162 entered 1–2 years ago, and 316 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
69 of 1531 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in MMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MMC

In 2026 Q1, 763 hedge funds were net buyers of MMC (149 opened a new position, 614 added to an existing one), while 763 reduced or exited (579 trimmed, 184 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 55% of total institutional value in MMC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -35 funds (more exits than new entries). Total institutional holders: 1540.

Hedge Fund Ownership: MMC

How many hedge funds hold MMC — quarterly history vs. share price
Quarterly hedge fund ownership of MMC vs. share price

Market Analysis: MMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MMC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

73 top-rated funds 7 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: MMC
2K + Investors

Track Smart Money conviction in MMC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1522 1575 -3.37%
13F Shares 433M 437M -0.92%
Total Value $71.30B $78.76B -9.48%
New Positions 141 220 -79
Increased Positions 598 513 +85
Closed Positions 194 192 +2
Reduced Positions 571 636 -65
Total Calls 14 15 -6.67%
Total Puts 18 18 -
PUT/CALL Ratio 1.29 1.2 Bearish

Statistics: MMC

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MMC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MMC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navera Investment Management Ltd. 7.44% 1,680,646 $291.5M
2 Cryder Capital Partners LLP 6.68% 589,456 $102.2M
3 Cincinnati Indemnity Co 4.57% 10,596 $1.8M
4 Jensen Investment Management Inc 3.94% 1,151,204 $199.7M
5 Mawer Investment Management Ltd. 3.90% 3,475,590 $602.8M
6 London & Capital Asset Management Ltd 3.82% 2,023,752 $350.9M
7 Ycg, LLC 3.69% 235,107 $40.8M
8 L1 Capital International Pty Ltd 3.65% 352,836 $61.2M
9 Birch Hill Investment Advisors LLC 3.33% 427,559 $74.2M
10 New Vernon Investment Management LLC 3.17% 17,221 $3.0M
11 Foyston, Gordon & Payne Inc 2.89% 72,328 $12.5M
12 Waycross Partners, LLC 2.86% 172,323 $29.9M
13 Walter Public Investments Inc. 2.85% 68,686 $11.9M
14 Caden Capital Partners, LP 2.73% 1,278 $222K
15 Sunstone Asset Management, L.P. 2.67% 13,132 $2.3M
16 Avity Investment Management INC. 2.60% 206,191 $35.8M
17 Mcrae Capital Management Inc 2.44% 67,759 $11.8M
18 Ninety One North America, Inc. 2.42% 310,998 $53.9M
19 Scharf Investments, LLC 2.40% 449,343 $77.9M
20 Torray Investment Partners LLC 2.40% 94,329 $16.4M
21 Harrington Investments, INC 2.36% 25,816 $4.5M
22 Bennett Selby Investments LP 2.33% 38,292 $6.6M
23 PICTET BANK & TRUST Ltd 2.06% 9,054 $1.6M
24 Longview Partners (Guernsey) LTD 1.99% 810,308 $140.5M
25 Sustainable Insight Capital Management, LLC 1.97% 33,827 $5.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Marsh & Mclennan Cos Inc (MMC)

What does the Smart Money Trend signal show for MMC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MMC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MMC?

Slight buying edge — 50% buying: Last quarter: 763 funds bought or added vs 763 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MMC holders?

Elite ownership — 55% AUM from top-100 funds: 69 of 1531 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in MMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MMC?

68% of holders stayed for 2+ years: 1,053 out of 1,540 hedge funds have held MMC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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