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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 %
ECM
426
Everence Capital Management
Indiana
$2.17M – – –
HSA
427
HBK Sorce Advisory
Pennsylvania
$2.16M -$3.1K -22 -0.1%
RFC
428
Regions Financial Corp
Alabama
$2.11M -$338K -2,404 -14%
KWA
429
KCS Wealth Advisory
California
$2.09M +$97.3K +692 +5%
AF
430
Alerus Financial
North Dakota
$2.08M +$130K +926 +7%
WF
431
Welch & Forbes
Massachusetts
$2.07M -$129K -916 -6%
HWA
432
Heritage Wealth Advisors
Virginia
$2.07M -$215K -1,530 -9%
AFAS
433
Acorn Financial Advisory Services
Virginia
$2.06M – – –
RWA
434
River Wealth Advisors
Pennsylvania
$2.04M +$102K +725 +5%
AWM
435
Apollon Wealth Management
South Carolina
$2.04M +$18.3K +130 +0.9%
IRF
436
IBM Retirement Fund
New York
$2.02M -$407K -2,896 -17%
MME
437
Meag Munich Ergo
Germany
$1.97M -$1.01M -7,172 -34%
SC
438
SRB Corp
Massachusetts
$1.96M +$214K +1,520 +12%
Lido Advisors
439
Lido Advisors
California
$1.95M +$498K +3,537 +34%
ATC
440
Argent Trust Co
Tennessee
$1.94M -$27.4K -195 -1%
Mercer Global Advisors
441
Mercer Global Advisors
Colorado
$1.93M -$1.27M -9,005 -40%
S
442
Seeyond
France
$1.91M -$57.8K -411 -3%
IMRF
443
Illinois Municipal Retirement Fund
Illinois
$1.9M – – –
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.86M -$113K -801 -6%
LNC
445
Lincoln National Corp
Pennsylvania
$1.85M -$163K -1,160 -8%
FRA
446
Front Row Advisors
California
$1.84M -$48.3K -314 -3%
VVP
447
Venture Visionary Partners
Ohio
$1.83M -$427K -3,040 -19%
VPIM
448
Vanguard Personalized Indexing Management
California
$1.82M +$838K +5,960 +85%
WAM
449
World Asset Management
Michigan
$1.81M -$61.7K -439 -3%
KAS
450
Kestra Advisory Services
Texas
$1.78M +$10.6K +75 +0.6%
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