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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 %
UHC
476
Union Heritage Capital
Michigan
$1.82M – – –
FRA
477
Front Row Advisors
California
$1.81M – – –
WAM
478
World Asset Management
Michigan
$1.8M -$149K -986 -8%
AWM
479
AE Wealth Management
Kansas
$1.78M +$303 +2 +0%
TAM
480
Tealwood Asset Management
Minnesota
$1.76M +$1.76M +11,652 New
Federated Hermes
481
Federated Hermes
Pennsylvania
$1.76M -$45.1K -298 -3%
PFO
482
Pathstone Family Office
New Jersey
$1.76M +$520K +3,434 +42%
VVP
483
Venture Visionary Partners
Ohio
$1.75M -$219K -1,451 -11%
Vontobel Holding
484
Vontobel Holding
Switzerland
$1.75M +$643K +4,250 +58%
SIA
485
Strategic Investment Advisors
Michigan
$1.74M +$165K +1,093 +11%
EDRH
486
Edmond de Rothschild Holding
Switzerland
$1.73M – – –
BBNA
487
Bremer Bank National Association
Minnesota
$1.73M -$35.4K -234 -2%
RWB
488
RMR Wealth Builders
New Jersey
$1.71M – – –
CAPTRUST Financial Advisors
489
CAPTRUST Financial Advisors
North Carolina
$1.71M +$222K +1,468 +15%
FPS
490
Fieldpoint Private Securities
Connecticut
$1.69M +$8.18K +54 +0.5%
Fayez Sarofim & Co
491
Fayez Sarofim & Co
Texas
$1.69M -$6.06K -40 -0.4%
CSIC
492
Clifford Swan Investment Counsel
California
$1.67M -$130K -800 -7%
CAM
493
Cresset Asset Management
Illinois
$1.66M +$150K +989 +10%
SC
494
SRB Corp
Massachusetts
$1.66M -$454K -2,996 -21%
PRC
495
Pearl River Capital
Michigan
$1.65M +$1.65M +10,923 New
CSPAM
496
Cary Street Partners Asset Management
Virginia
$1.65M -$52.2K -345 -3%
DTL
497
Dynamic Technology Lab
Singapore
$1.63M +$1.63M +10,787 New
ASN
498
Advisory Services Network
Georgia
$1.63M +$717K +4,733 +79%
BPC
499
Banque Pictet & Cie
Switzerland
$1.61M – – –
WANY
500
Wealthspire Advisors (New York)
New York
$1.6M +$1.6M +10,546 New
18 19
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