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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 Holding Trade Value Shares
Change 		Shares
Change %
CPA
426
Capital Planning Advisors
California
$3.27M +$98.7K +568 +3%
Jane Street
427
Jane Street
New York
$3.24M -$8.64M -49,688 -73%
BF
428
BOK Financial
Oklahoma
$3.23M -$93.4K -537 -3%
EL
429
Essex LLC
Illinois
$3.23M +$66.1K +380 +2%
National Bank of Canada
430
National Bank of Canada
Quebec, Canada
$3.12M +$3.12M +18,223 New
AP
431
Advisor Partners
California
$3.11M +$95.6K +550 +3%
IMRF
432
Illinois Municipal Retirement Fund
Illinois
$3.11M +$579K +3,328 +23%
FBT
433
First Bankers Trust
Kentucky
$3.06M +$37.4K +215 +1%
BFEC
434
Benjamin F. Edwards & Company
Missouri
$3.06M +$1.66M +9,566 +119%
NIC
435
Northwest Investment Counselors
Oregon
$3.03M -$4.17K -24 -0.1%
Mercer Global Advisors
436
Mercer Global Advisors
Colorado
$3.01M +$180K +1,035 +6%
MBTD
437
Mechanics Bank - Trust Department
California
$2.95M +$42.6K +245 +1%
NB
438
Norinchukin Bank
Japan
$2.89M -$56.1K -323 -2%
MLM
439
Mount Lucas Management
Pennsylvania
$2.88M +$2.88M +16,588 New
LA
440
Lindenwold Advisors
Pennsylvania
$2.85M +$2.85M +16,413 New
SS
441
Simplicity Solutions
Minnesota
$2.84M +$1.67M +9,630 +143%
RWA
442
River Wealth Advisors
Pennsylvania
$2.84M +$141K +809 +5%
PTC
443
Private Trust Company
Ohio
$2.75M -$78.9K -454 -3%
RFC
444
Regions Financial Corp
Alabama
$2.75M -$29K -167 -1%
HSA
445
HBK Sorce Advisory
Pennsylvania
$2.71M +$54.4K +313 +2%
ECM
446
ExodusPoint Capital Management
New York
$2.69M -$709K -4,079 -21%
ECM
447
Everence Capital Management
Indiana
$2.68M – – –
CAM
448
Cresset Asset Management
Illinois
$2.61M +$698K +4,012 +37%
WF
449
Welch & Forbes
Massachusetts
$2.56M – – –
CSPIA
450
Cary Street Partners Investment Advisory
Virginia
$2.55M +$43.5K +250 +2%
16 17
18
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