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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 %
IMRF
451
Illinois Municipal Retirement Fund
Illinois
$2.2M +$155K +1,026 +8%
P
452
Pitcairn
Pennsylvania
$2.19M -$213K -1,405 -9%
CSPIA
453
Cary Street Partners Investment Advisory
Virginia
$2.19M -$150K -988 -6%
LCM
454
Logan Capital Management
Pennsylvania
$2.18M -$2.73M -18,052 -56%
IRF
455
IBM Retirement Fund
New York
$2.18M +$3.94K +26 +0.2%
Lido Advisors
456
Lido Advisors
California
$2.11M +$2.73K +18 +0.1%
ATC
457
Argent Trust Co
Tennessee
$2.04M -$48.5K -320 -2%
YIH
458
Y-Intercept (HK)
Hong Kong
$2.04M +$2.04M +13,476 New
KRSITF
459
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.03M +$25.1K +166 +1%
Wolverine Trading
460
Wolverine Trading
Illinois
$2.02M -$1.2M -7,797 -37%
Squarepoint
461
Squarepoint
New York
$2.01M +$897K +5,921 +80%
LNC
462
Lincoln National Corp
Pennsylvania
$1.99M +$4.54K +30 +0.2%
BPA
463
Beacon Pointe Advisors
California
$1.98M -$423K -2,795 -18%
HWA
464
Heritage Wealth Advisors
Virginia
$1.96M -$272K -1,794 -12%
Bessemer Group
465
Bessemer Group
New Jersey
$1.9M +$27.7K +183 +1%
OAM
466
Occidental Asset Management
California
$1.9M +$90.3K +596 +5%
HAG
467
HighPoint Advisor Group
Illinois
$1.88M -$40.1K -265 -2%
RZH
468
Relyea Zuckerberg Hanson
Connecticut
$1.87M -$508K -3,354 -21%
ANRIA
469
American National Registered Investment Advisor
Texas
$1.86M -$5.3K -35 -0.3%
TCA
470
Transcend Capital Advisors
New Jersey
$1.86M -$3.04K -18 -0.2%
RIM
471
Redpoint Investment Management
Australia
$1.84M -$6.82K -45 -0.4%
CI Investments Inc
472
CI Investments Inc
Ontario, Canada
$1.83M -$21.2K -140 -1%
BCM
473
Bayesian Capital Management
New York
$1.83M +$1.83M +12,100 New
DBIA
474
Dumont & Blake Investment Advisors
New Jersey
$1.82M -$17.4K -115 -0.9%
FT
475
Fiduciary Trust
Massachusetts
$1.82M -$34.7K -229 -2%
17 18
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