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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
+$410M
2
Goldman Sachs
Goldman Sachs
New York
+$309M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$307M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$244M
5
Wells Fargo
Wells Fargo
California
+$181M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$992M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$220M
3
Capital International Investors
Capital International Investors
California
-$205M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$172M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
426
Norinchukin Bank
Japan
$2.57M +$224K +1,479 +10%
MBTD
427
Mechanics Bank - Trust Department
California
$2.53M +$76.3K +504 +3%
PTC
428
Private Trust Company
Ohio
$2.47M -$32.7K -216 -1%
Mercer Global Advisors
429
Mercer Global Advisors
Colorado
$2.47M +$391K +2,585 +19%
SCA
430
Snowden Capital Advisors
New York
$2.46M -$196K -1,293 -7%
VanEck Associates
431
VanEck Associates
New York
$2.43M +$80.1K +529 +3%
RFC
432
Regions Financial Corp
Alabama
$2.42M +$147K +970 +6%
RFA
433
Reilly Financial Advisors
California
$2.38M -$135K -890 -5%
PHK
434
Point72 Hong Kong
Hong Kong
$2.38M +$2.38M +15,706 New
CI
435
Cigna Investments
Connecticut
$2.37M -$44.8K -296 -2%
BS
436
Banco Santander
Spain
$2.36M +$2.14M +14,149 +970%
RWA
437
River Wealth Advisors
Pennsylvania
$2.35M +$149K +983 +7%
ECM
438
Everence Capital Management
Indiana
$2.33M – – –
TRCT
439
Tower Research Capital (TRC)
New York
$2.32M -$29.7K -196 -1%
HSA
440
HBK Sorce Advisory
Pennsylvania
$2.31M -$10K -66 -0.4%
MWNA
441
Marshall Wace North America
New York
$2.31M +$2.31M +15,218 New
SM
442
Sciencast Management
New Jersey
$2.29M +$2.29M +14,645 New
KWA
443
KCS Wealth Advisory
California
$2.27M +$27.9K +184 +1%
AC
444
Allstate Corporation
Illinois
$2.26M -$131K -868 -5%
VPIM
445
Vanguard Personalized Indexing Management
California
$2.26M +$294K +1,944 +15%
AF
446
Alerus Financial
North Dakota
$2.23M -$6.97K -46 -0.3%
Financial Engines Advisors
447
Financial Engines Advisors
California
$2.23M +$2.23M +14,730 New
WF
448
Welch & Forbes
Massachusetts
$2.23M – – –
AFAS
449
Acorn Financial Advisory Services
Virginia
$2.21M – – –
KAS
450
Kestra Advisory Services
Texas
$2.2M +$283K +1,869 +15%
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