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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 %
HAG
451
HighPoint Advisor Group
Illinois
$1.78M +$95.2K +677 +6%
ZIG
452
Zurich Insurance Group
Switzerland
$1.77M +$1.77M +12,600 New
Bessemer Group
453
Bessemer Group
New Jersey
$1.75M +$44.9K +319 +3%
CSS
454
Cubist Systematic Strategies
Connecticut
$1.74M -$1.45M -10,324 -45%
ANRIA
455
American National Registered Investment Advisor
Texas
$1.73M -$83.8K -596 -5%
FT
456
Fiduciary Trust
Massachusetts
$1.72M +$54.3K +386 +3%
CI Investments Inc
457
CI Investments Inc
Ontario, Canada
$1.72M +$610K +4,338 +55%
RIM
458
Redpoint Investment Management
Australia
$1.72M – – –
DBIA
459
Dumont & Blake Investment Advisors
New Jersey
$1.71M +$2.53K +18 +0.1%
EIM
460
Essex Investment Management
Massachusetts
$1.7M – – –
CAM
461
Close Asset Management
United Kingdom
$1.7M -$28.1K -200 -2%
UHC
462
Union Heritage Capital
Michigan
$1.69M +$281K +2,000 +20%
OAM
463
Occidental Asset Management
California
$1.68M +$84.8K +603 +5%
Federated Hermes
464
Federated Hermes
Pennsylvania
$1.68M +$3.8K +27 +0.2%
FPS
465
Fieldpoint Private Securities
Connecticut
$1.67M -$1.5K -10 -0.1%
AWM
466
AE Wealth Management
Kansas
$1.66M +$15.3K +109 +0.9%
CSIC
467
Clifford Swan Investment Counsel
California
$1.65M -$119K -800 -7%
BBNA
468
Bremer Bank National Association
Minnesota
$1.64M +$35.9K +255 +2%
B
469
BP
United Kingdom
$1.62M -$743K -5,283 -32%
EDRH
470
Edmond de Rothschild Holding
Switzerland
$1.61M +$313K +2,228 +24%
RWB
471
RMR Wealth Builders
New Jersey
$1.59M -$281 -2 -0%
CSPAM
472
Cary Street Partners Asset Management
Virginia
$1.58M -$21.5M -152,570 -93%
Fayez Sarofim & Co
473
Fayez Sarofim & Co
Texas
$1.57M -$219K -1,560 -12%
TCA
474
Transcend Capital Advisors
New Jersey
$1.55M -$4.22K -30 -0.3%
CM
475
Caption Management
Oklahoma
$1.55M +$1.55M +11,000 New
17 18
19
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