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Marsh & McLennan
MMC

Overview Fund Activity

1,067 hedge funds and large institutions have $67.7B invested in Marsh & McLennan in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 386 increasing their positions, 349 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+68
Holders Change %
+6.81%
% of All Funds
18.74%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
132
Increased
386
Reduced
349
Closed
51
Calls
$116M
Puts
$122M
Net Calls
-$6.09M
Net Calls Change
-$27.8M

Top Buyers

1
LP
Longview Partners
Guernsey
$722M
2
Goldman Sachs
Goldman Sachs
New York
$880M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.82B
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$365M
5
Wells Fargo
Wells Fargo
California
$465M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.24B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$415M
3
Capital International Investors
Capital International Investors
California
$3.12B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$819M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
301
CIBC World Market
Ontario, Canada
$7.3M +$226K +1,490 +3%
HVIA
302
Hudson Valley Investment Advisors
New York
$7.26M -$59.7K -394 -0.8%
KA
303
Kintegral Advisory
New York
$7.21M – – –
HIMCH
304
Hartford Investment Management Co (HIMCO)
Connecticut
$7.19M -$934K -6,171 -12%
PAG
305
Private Advisor Group
New Jersey
$7.14M +$2.7M +17,812 +61%
AI
306
Atria Investments
North Carolina
$7.08M +$309K +2,040 +5%
Pacer Advisors
307
Pacer Advisors
Pennsylvania
$7.01M +$1.32M +8,720 +23%
OAM
308
Oppenheimer Asset Management
New York
$6.99M -$279K -1,842 -4%
OCAM
309
Onex Canada Asset Management
Ontario, Canada
$6.84M +$6.84M +45,179 New
SFI
310
Susquehanna Fundamental Investments
Pennsylvania
$6.74M +$6.74M +44,518 New
QT
311
Quantbot Technologies
New York
$6.7M +$6.7M +44,241 New
JPMPWA
312
J.P. Morgan Private Wealth Advisors
California
$6.61M +$406K +2,680 +7%
SAM
313
Securian Asset Management
Minnesota
$6.52M -$82.5K -545 -1%
NEI
314
Northwest & Ethical Investments
Ontario, Canada
$6.48M +$54.7K +361 +0.9%
IG
315
ING Group
Netherlands
$6.44M +$116K +767 +2%
OPERF
316
Oregon Public Employees Retirement Fund
Oregon
$6.39M – – –
MGWM
317
Marks Group Wealth Management
Minnesota
$6.14M -$98.4K -650 -2%
KWILP
318
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.12M +$6.12M +40,400 New
RE
319
RBC Europe
United Kingdom
$6.09M -$45.3K -299 -0.7%
MSRPS
320
Maryland State Retirement & Pension System
Maryland
$6M +$96.9K +626 +2%
RJFSA
321
Raymond James Financial Services Advisors
Florida
$5.92M -$224K -1,478 -4%
Creative Planning
322
Creative Planning
Kansas
$5.91M +$577K +3,809 +11%
NC
323
Northcape Capital
Australia
$5.82M -$51.3K -339 -0.9%
AIM
324
Aigen Investment Management
New York
$5.81M +$5.81M +38,336 New
VIA
325
Vident Investment Advisory
Georgia
$5.8M +$275K +1,817 +5%
11 12
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