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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 %
TCA
476
Transcend Capital Advisors
New Jersey
$2.19M +$270K +1,552 +14%
PP
477
Prudential plc
United Kingdom
$2.18M +$2.18M +12,561 New
PFO
478
Pathstone Family Office
New Jersey
$2.16M +$147K +844 +7%
LNC
479
Lincoln National Corp
Pennsylvania
$2.15M -$133K -766 -6%
ANRIA
480
American National Registered Investment Advisor
Texas
$2.14M -$348 -2 -0%
BS
481
Banco Santander
Spain
$2.1M -$613K -3,528 -23%
KAS
482
Kestra Advisory Services
Texas
$2.1M -$430K -2,476 -17%
VVP
483
Venture Visionary Partners
Ohio
$2.09M +$76K +437 +4%
UHC
484
Union Heritage Capital
Michigan
$2.09M – – –
FRA
485
Front Row Advisors
California
$2.08M – – –
DBIA
486
Dumont & Blake Investment Advisors
New Jersey
$2.08M -$11.5K -66 -0.5%
FT
487
Fiduciary Trust
Massachusetts
$2.08M -$8.87K -51 -0.4%
WI
488
WBI Investments
New Jersey
$2.04M -$3.25M -18,693 -61%
BLC
489
Brown, Lisle/Cummings
Rhode Island
$2.03M +$2.03M +11,658 New
SIA
490
Strategic Investment Advisors
Michigan
$2.01M +$12K +69 +0.6%
RIM
491
Redpoint Investment Management
Australia
$2.01M -$111K -639 -5%
FPS
492
Fieldpoint Private Securities
Connecticut
$2M +$55.6K +320 +3%
AAM
493
Arabesque Asset Management
United Kingdom
$1.99M +$1.99M +11,449 New
CI
494
Cigna Investments
Connecticut
$1.99M -$730K -4,199 -27%
CAPTRUST Financial Advisors
495
CAPTRUST Financial Advisors
North Carolina
$1.98M +$12.7K +73 +0.6%
AIM
496
Aigen Investment Management
New York
$1.94M -$4.56M -26,881 -70%
Fayez Sarofim & Co
497
Fayez Sarofim & Co
Texas
$1.94M – – –
HI
498
Horizon Investments
North Carolina
$1.93M +$295K +1,701 +18%
ASN
499
Advisory Services Network
Georgia
$1.91M +$44.5K +256 +2%
TAM
500
Tealwood Asset Management
Minnesota
$1.9M -$122K -700 -6%
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