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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 %
NMERB
351
New Mexico Educational Retirement Board
New Mexico
$5.38M 30,941 -2,300 -7%
KRS
352
Kentucky Retirement Systems
Kentucky
$5.36M 30,823 +838 +3%
EI
353
Ethic Inc
New York
$5.34M 30,739 +3,771 +14%
SCA
354
Stokes Capital Advisors
South Carolina
$5.29M 30,417 -924 -3%
EWA
355
Exencial Wealth Advisors
Oklahoma
$5.24M 30,129 +1,319 +5%
SAM
356
Sompo Asset Management
Japan
$5.21M 29,990 -2,730 -8%
Daiwa Securities Group
357
Daiwa Securities Group
Japan
$5.16M 29,709 +768 +3%
DA
358
Duality Advisers
Florida
$5.15M 29,619 -21,421 -42%
ACA
359
Aptus Capital Advisors
Alabama
$5.13M 29,483 +4,352 +17%
BHWA
360
Beacon Harbor Wealth Advisors
Virginia
$5.12M 29,479 +568 +2%
BWM
361
BNC Wealth Management
Oregon
$5.11M 29,374 -215 -0.7%
DCM
362
Dupont Capital Management
Delaware
$4.99M 28,719 -9,470 -25%
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$4.97M 28,606 +8,166 +40%
CIBC World Market
364
CIBC World Market
Ontario, Canada
$4.94M 28,425 -19,787 -41%
VanEck Associates
365
VanEck Associates
New York
$4.94M 28,412 +12,364 +77%
SFI
366
Siemens Fonds Invest
Germany
$4.92M 28,348 -2,826 -9%
BAMF
367
BI Asset Management Fondsmaeglerselskab
Denmark
$4.91M 28,221 +3,520 +14%
IAIM
368
Industrial Alliance Investment Management
Quebec, Canada
$4.9M 28,187 +28,187 New
TPM
369
Triasima Portfolio Management
Quebec, Canada
$4.88M 28,055 -1,345 -5%
CCP
370
Corient Capital Partners
California
$4.85M 27,926 -46 -0.2%
HI
371
Harrington Investments
California
$4.8M 27,627 +636 +2%
OSIA
372
O'Shares Investment Advisers
Massachusetts
$4.78M 27,490 +1,987 +8%
MNBTD
373
Moody National Bank Trust Division
Texas
$4.75M 27,350 -124,237 -82%
PPW
374
Parcion Private Wealth
Washington
$4.71M 29,212 -314 -1%
NSEDCP
375
NJ State Employees Deferred Compensation Plan
New Jersey
$4.69M 27,000 – –
13 14
15
16 17