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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 %
LSERS
351
Louisiana State Employees Retirement System
Louisiana
$4.77M -$30.3K -200 -0.6%
SCA
352
Stokes Capital Advisors
South Carolina
$4.75M -$99.2K -655 -2%
SFI
353
Siemens Fonds Invest
Germany
$4.72M +$113K +748 +2%
TC
354
TwinBeech Capital
New York
$4.66M +$4.66M +30,742 New
RBA
355
Richard Bernstein Advisors
New York
$4.64M – – –
SG Americas Securities
356
SG Americas Securities
New York
$4.6M -$507K -3,350 -10%
KRS
357
Kentucky Retirement Systems
Kentucky
$4.54M +$56.5K +373 +1%
MIC
358
MU Investments Company
Japan
$4.53M – – –
WI
359
WBI Investments
New Jersey
$4.49M +$4.49M +30,457 New
BWM
360
BNC Wealth Management
Oregon
$4.48M – – –
BAM
361
Blueshift Asset Management
New Jersey
$4.46M +$4.46M +29,420 New
TPM
362
Triasima Portfolio Management
Quebec, Canada
$4.45M +$1.66M +10,965 +59%
Daiwa Securities Group
363
Daiwa Securities Group
Japan
$4.38M +$190K +1,256 +5%
BHWA
364
Beacon Harbor Wealth Advisors
Virginia
$4.38M +$4.38M +28,911 New
TAIM
365
Te Ahumairangi Investment Management
New Zealand
$4.38M – – –
EWA
366
Exencial Wealth Advisors
Oklahoma
$4.36M +$338K +2,231 +8%
Simplex Trading
367
Simplex Trading
Illinois
$4.32M +$245K +1,725 +6%
CCP
368
Corient Capital Partners
California
$4.24M +$415K +2,741 +11%
BCM
369
Becker Capital Management
Oregon
$4.12M -$146K -966 -3%
OCM
370
Olstein Capital Management
New York
$4.09M – – –
NSEDCP
371
NJ State Employees Deferred Compensation Plan
New Jersey
$4.09M – – –
HI
372
Harrington Investments
California
$4.09M -$17.4K -115 -0.4%
EI
373
Ethic Inc
New York
$4.08M +$788K +5,206 +24%
CFG
374
Citizens Financial Group
Rhode Island
$4.06M -$435K -2,870 -10%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$4.04M +$109K +722 +3%
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15
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