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Marsh & McLennan
MMC

Overview Fund Activity

999 hedge funds and large institutions have $63.3B invested in Marsh & McLennan in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 373 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+28
Holders Change %
+2.88%
% of All Funds
17.44%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
108
Increased
373
Reduced
325
Closed
70
Calls
$77.3M
Puts
$55.6M
Net Calls
+$21.7M
Net Calls Change
+$23.5M

Top Buyers

1
LP
Longview Partners
Guernsey
+$290M
2
JIM
Jensen Investment Management
Oregon
+$167M
3
SIG
Senator Investment Group
New York
+$118M
4
American Century Companies
American Century Companies
Missouri
+$70M
5
Ameriprise
Ameriprise
Minnesota
+$69.8M

Top Sellers

1
FPP
Findlay Park Partners
United Kingdom
-$210M
2
BlackRock
BlackRock
New York
-$177M
3
UBS Group
UBS Group
Switzerland
-$159M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$153M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSI
326
Bennett Selby Investments
Maine
$5.09M – – –
BU
327
BBVA USA
Alabama
$5.08M +$5.08M +36,127 New
EMPI
328
Elo Mutual Pension Insurance
Finland
$5.01M -$135K -962 -3%
WTC
329
WhitTier Trust Company
Nevada
$5M -$7.74K -55 -0.2%
AAM
330
Auxier Asset Management
Oregon
$4.98M -$162K -1,150 -3%
X
331
Xponance
Pennsylvania
$4.97M -$4M -28,428 -45%
Creative Planning
332
Creative Planning
Kansas
$4.96M +$362K +2,575 +8%
IIM
333
Ipswich Investment Management
Massachusetts
$4.89M +$76K +540 +2%
CCFCSB
334
Cape Cod Five Cents Savings Bank
Massachusetts
$4.84M +$20.3K +144 +0.4%
TVWM
335
Tower View Wealth Management
Wisconsin
$4.79M -$22.9K -163 -0.5%
NMERB
336
New Mexico Educational Retirement Board
New Mexico
$4.76M +$211K +1,500 +5%
SG Americas Securities
337
SG Americas Securities
New York
$4.74M -$66.1M -469,851 -93%
Parallax Volatility Advisers
338
Parallax Volatility Advisers
California
$4.63M +$4.63M +32,909 New
LCM
339
Logan Capital Management
Pennsylvania
$4.56M -$979K -6,956 -18%
CM
340
Churchill Management
California
$4.56M -$985 -7 -0%
William Blair & Company
341
William Blair & Company
Illinois
$4.54M -$261K -1,858 -5%
CGH
342
Crossmark Global Holdings
Texas
$4.54M -$811K -5,766 -15%
SCA
343
Stokes Capital Advisors
South Carolina
$4.5M +$49.9K +355 +1%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$4.46M +$28.1K +200 +0.6%
RBA
345
Richard Bernstein Advisors
New York
$4.31M – – –
SFI
346
Siemens Fonds Invest
Germany
$4.28M -$1.84M -13,098 -30%
CFG
347
Citizens Financial Group
Rhode Island
$4.18M +$59.9K +426 +1%
PPW
348
Parcion Private Wealth
Washington
$4.18M -$122K -864 -3%
KRS
349
Kentucky Retirement Systems
Kentucky
$4.17M -$150K -1,065 -3%
BWM
350
BNC Wealth Management
Oregon
$4.16M -$2.91M -20,688 -41%
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