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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 %
BHWM
476
Bar Harbor Wealth Management
New Hampshire
$1.51M -$96.3K -685 -6%
BPC
477
Banque Pictet & Cie
Switzerland
$1.49M – – –
SIA
478
Strategic Investment Advisors
Michigan
$1.46M -$52.3K -372 -3%
VAS
479
Vestmark Advisory Solutions
Massachusetts
$1.44M +$38.5K +274 +3%
SFS
480
Sowell Financial Services
Arkansas
$1.44M +$3.94K +28 +0.3%
CTA
481
Chesley Taft & Associates
Illinois
$1.43M -$37.4K -266 -3%
CAM
482
Cresset Asset Management
Illinois
$1.41M -$623K -4,426 -31%
HIC
483
Hartline Investment Corp
Illinois
$1.41M – – –
CK
484
Cohen Klingenstein
New York
$1.41M – – –
Cambridge Investment Research Advisors
485
Cambridge Investment Research Advisors
Iowa
$1.4M +$70.6K +502 +5%
BAM
486
Belpointe Asset Management
Nevada
$1.4M +$262K +1,864 +23%
CAPTRUST Financial Advisors
487
CAPTRUST Financial Advisors
North Carolina
$1.38M -$328K -2,329 -19%
AWM
488
Altium Wealth Management
New York
$1.38M -$43.7K -311 -3%
FNT
489
First National Trust
Pennsylvania
$1.38M +$39.8K +283 +3%
ACM
490
Ativo Capital Management
Illinois
$1.37M – – –
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$1.36M – – –
CI
492
CX Institutional
Indiana
$1.36M +$26.2K +186 +2%
RIG
493
Roosevelt Investment Group
New York
$1.35M +$42.9K +305 +3%
GC
494
Grimes & Company
Massachusetts
$1.33M – – –
JHP
495
James Hambro & Partners
United Kingdom
$1.29M – – –
ACM
496
AlphaCrest Capital Management
New York
$1.28M -$1.27M -9,001 -50%
HCM
497
Howland Capital Management
Massachusetts
$1.27M – – –
HBT
498
Hills Bank & Trust
Iowa
$1.25M -$21.5K -153 -2%
LIA
499
LS Investment Advisors
Michigan
$1.25M -$1.81M -12,874 -59%
DCP
500
DSM Capital Partners
Florida
$1.24M -$142K -1,010 -10%
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