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Marsh & McLennan
MMC

Overview Fund Activity

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$237M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$644M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.15B
4
Norges Bank
Norges Bank
Norway
$410M
5
State Street
State Street
Massachusetts
$2.82B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$109M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Wells Fargo
Wells Fargo
California
$279M
5
Allianz Asset Management
Allianz Asset Management
Germany
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
326
J.P. Morgan Private Wealth Advisors
California
$4.13M -$541K -4,440 -12%
IG
327
ING Group
Netherlands
$4.1M +$731 +6 +0%
VIA
328
Vident Investment Advisory
Georgia
$4M +$2.93M +24,029 +272%
Creative Planning
329
Creative Planning
Kansas
$3.98M +$197K +1,617 +5%
EWA
330
Exencial Wealth Advisors
Oklahoma
$3.97M +$1.2M +9,893 +44%
CM
331
Churchill Management
California
$3.95M -$269K -2,207 -6%
NMERB
332
New Mexico Educational Retirement Board
New Mexico
$3.94M – – –
SCA
333
Stokes Capital Advisors
South Carolina
$3.85M +$136K +1,118 +4%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$3.84M – – –
PDN
335
Pensionfund DSM Netherlands
Netherlands
$3.8M +$487K +4,000 +15%
KRS
336
Kentucky Retirement Systems
Kentucky
$3.74M -$9.26K -76 -0.2%
RBA
337
Richard Bernstein Advisors
New York
$3.73M -$881K -7,239 -19%
PPW
338
Parcion Private Wealth
Washington
$3.72M -$764K -6,272 -17%
VRS
339
Virginia Retirement Systems
Virginia
$3.72M – – –
AB
340
Amalgamated Bank
New York
$3.7M -$167K -1,370 -4%
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$3.66M -$182K -1,492 -5%
MIC
342
MU Investments Company
Japan
$3.57M -$1.26M -10,380 -26%
CFG
343
Citizens Financial Group
Rhode Island
$3.56M +$258K +2,115 +8%
CA
344
Cornerstone Advisors
North Carolina
$3.53M -$853K -7,000 -19%
PAG
345
Private Advisor Group
New Jersey
$3.46M -$317K -2,604 -8%
BCM
346
Becker Capital Management
Oregon
$3.33M +$76.7K +630 +2%
HI
347
Harrington Investments
California
$3.3M +$26.7K +219 +0.8%
OCM
348
Olstein Capital Management
New York
$3.29M – – –
NSEDCP
349
NJ State Employees Deferred Compensation Plan
New Jersey
$3.29M – – –
SDIC
350
South Dakota Investment Council
South Dakota
$3.23M +$4.99K +41 +0.2%
12 13
14
15 16