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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 %
PAM
401
Panagora Asset Management
Massachusetts
$2.68M +$54.9K +390 +2%
SBWIC
402
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.65M +$636K +4,520 +32%
NIC
403
Northwest Investment Counselors
Oregon
$2.6M -$28K -199 -1%
TPM
404
Triasima Portfolio Management
Quebec, Canada
$2.59M -$21.1K -150 -0.8%
CPA
405
Capital Planning Advisors
California
$2.56M +$22.5K +160 +0.9%
MML Investors Services
406
MML Investors Services
Massachusetts
$2.54M -$8.86K -63 -0.3%
FBT
407
First Bankers Trust
Kentucky
$2.51M -$823K -5,846 -25%
AP
408
Advisor Partners
California
$2.5M -$114K -808 -4%
SCA
409
Snowden Capital Advisors
New York
$2.47M +$1.2M +8,559 +95%
RFA
410
Reilly Financial Advisors
California
$2.34M -$13.9K -99 -0.6%
PWLP
411
Prio Wealth Limited Partnership
Massachusetts
$2.34M +$84.3K +599 +4%
PTC
412
Private Trust Company
Ohio
$2.32M +$616K +4,377 +36%
HT
413
HAP Trading
New York
$2.29M +$2.29M +16,299 New
MBTD
414
Mechanics Bank - Trust Department
California
$2.28M -$12.8K -91 -0.6%
SLI
415
Sumitomo Life Insurance
Japan
$2.27M -$471K -3,349 -17%
CI
416
Cigna Investments
Connecticut
$2.24M -$327K -2,322 -13%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$2.24M +$474K +3,369 +27%
P
418
Pitcairn
Pennsylvania
$2.23M +$41.8K +297 +2%
BPA
419
Beacon Pointe Advisors
California
$2.23M +$486K +3,456 +28%
AC
420
Allstate Corporation
Illinois
$2.23M -$108K -771 -5%
RZH
421
Relyea Zuckerberg Hanson
Connecticut
$2.21M -$202K -1,437 -8%
VanEck Associates
422
VanEck Associates
New York
$2.18M +$254K +1,804 +13%
NB
423
Norinchukin Bank
Japan
$2.18M -$25.2K -179 -1%
TRCT
424
Tower Research Capital (TRC)
New York
$2.18M -$4.45M -31,628 -67%
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$2.17M +$1.27M +9,060 +142%
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