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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
$7.5B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.39B
3
Ameriprise
Ameriprise
Minnesota
$1.42B
4
Morgan Stanley
Morgan Stanley
New York
$540M
5
State Street
State Street
Massachusetts
$4.17B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.35B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$70.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.87B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.37B
5
UBS AM
UBS AM
Illinois
$991M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
451
Reilly Financial Advisors
California
$2.55M -$180K -1,038 -7%
EDRH
452
Edmond de Rothschild Holding
Switzerland
$2.54M +$556K +3,200 +28%
AFAS
453
Acorn Financial Advisory Services
Virginia
$2.54M – – –
Wolverine Trading
454
Wolverine Trading
Illinois
$2.52M +$253K +1,459 +11%
KWA
455
KCS Wealth Advisory
California
$2.52M -$87.4K -503 -3%
LCM
456
Logan Capital Management
Pennsylvania
$2.52M +$16.7K +96 +0.7%
P
457
Pitcairn
Pennsylvania
$2.5M -$10.8K -62 -0.4%
Marshall Wace
458
Marshall Wace
United Kingdom
$2.49M +$2.49M +14,341 New
VF
459
Virtu Financial
New York
$2.49M +$2.05M +11,783 +466%
BPA
460
Beacon Pointe Advisors
California
$2.48M +$212K +1,221 +9%
ANI
461
American National Insurance
Texas
$2.42M -$22M -126,635 -90%
Lido Advisors
462
Lido Advisors
California
$2.41M -$4.87K -28 -0.2%
Vontobel Holding
463
Vontobel Holding
Switzerland
$2.41M +$409K +2,357 +20%
AWM
464
AE Wealth Management
Kansas
$2.37M +$330K +1,897 +16%
KRSITF
465
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.35M +$16.5K +95 +0.7%
ATC
466
Argent Trust Co
Tennessee
$2.33M -$19.1K -110 -0.8%
MLL
467
Moody Lynn & Lieberson
Massachusetts
$2.3M +$2.3M +13,257 New
CM
468
Crestline Management
Texas
$2.3M +$2.3M +13,223 New
TI
469
Tidal Investments
Wisconsin
$2.28M +$1.11M +6,365 +95%
Bessemer Group
470
Bessemer Group
New Jersey
$2.27M +$87.2K +502 +4%
VIA
471
Vident Investment Advisory
Georgia
$2.27M -$4.39M -25,250 -66%
OAM
472
Occidental Asset Management
California
$2.27M +$89.8K +517 +4%
HWA
473
Heritage Wealth Advisors
Virginia
$2.25M – – –
ACM
474
AlphaCrest Capital Management
New York
$2.21M +$661K +3,800 +43%
Federated Hermes
475
Federated Hermes
Pennsylvania
$2.19M +$166K +954 +8%
17 18
19
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