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Marsh & McLennan
MMC

Overview Fund Activity

1,161 hedge funds and large institutions have $77B invested in Marsh & McLennan in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 358 reducing their positions, and 64 closing their positions.

Holders
1,161
Holders Change
+94
Holders Change %
+8.81%
% of All Funds
17.93%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
176
Increased
435
Reduced
358
Closed
64
Calls
$202M
Puts
$127M
Net Calls
+$74.6M
Net Calls Change
+$80.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$7.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.39B
3
Ameriprise
3
Ameriprise
Minnesota
$1.42B
4
Morgan Stanley
4
Morgan Stanley
New York
$540M
5
State Street
5
State Street
Massachusetts
$4.17B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.35B
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$70.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.87B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.37B
5
UBS AM
5
UBS AM
Illinois
$991M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
301
Atria Investments
North Carolina
$8.89M 51,170 +4,431 +9%
CLOS
302
Compagnie Lombard Odier SCmA
Switzerland
$8.88M 51,082 -4,100 -7%
WTB
303
Washington Trust Bank
Washington
$8.84M 50,879 +2,275 +5%
WBC
304
Westpac Banking Corp
Australia
$8.56M 49,235 +989 +2%
HNB
305
Huntington National Bank
Ohio
$8.52M 49,026 -527 -1%
OAM
306
Oppenheimer Asset Management
New York
$8.49M 48,863 +2,707 +6%
HVIA
307
Hudson Valley Investment Advisors
New York
$8.28M 47,651 -303 -0.6%
KA
308
Kintegral Advisory
New York
$8.28M 47,620 – –
SIG
309
Stonegate Investment Group
Alabama
$8.23M 47,345 +47,345 New
JPMPWA
310
J.P. Morgan Private Wealth Advisors
California
$8M 46,044 +2,396 +5%
SFI
311
Susquehanna Fundamental Investments
Pennsylvania
$7.98M 45,918 +1,400 +3%
SAM
312
Shell Asset Management
Netherlands
$7.86M 45,214 -13,297 -23%
CGH
313
Crossmark Global Holdings
Texas
$7.75M 44,597 +12,288 +38%
TRCT
314
Tower Research Capital (TRC)
New York
$7.48M 43,051 +27,760 +182%
SAM
315
Securian Asset Management
Minnesota
$7.43M 42,760 -281 -0.7%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$7.22M 37,677 +37,677 New
WorldQuant Millennium Advisors
317
WorldQuant Millennium Advisors
New York
$7.14M 41,053 +41,053 New
Wealthfront Advisers
318
Wealthfront Advisers
California
$7.05M 40,576 +6,167 +18%
Hudson Bay Capital Management
319
Hudson Bay Capital Management
Connecticut
$6.95M 40,000 -15,000 -27%
CIS
320
Capital International Sarl
California
$6.95M 39,964 +2,044 +5%
VI
321
Vestcor Inc
New Brunswick, Canada
$6.93M 39,840 -20,817 -34%
WTC
322
WhitTier Trust Company
Nevada
$6.88M 39,556 +2,730 +7%
RJFSA
323
Raymond James Financial Services Advisors
Florida
$6.84M 39,362 +280 +0.7%
KWILP
324
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.84M 39,347 -1,053 -3%
Creative Planning
325
Creative Planning
Kansas
$6.79M 39,044 +8 +0%
11 12
13
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