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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
$587M
5
Ameriprise
Ameriprise
Minnesota
$986M

Top Sellers

1
FPP
Findlay Park Partners
United Kingdom
$297M
2
BlackRock
BlackRock
New York
$5.58B
3
UBS Group
UBS Group
Switzerland
$484M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$590M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
WA1
501
Wimmer Associates 1
California
$1.24M -$6.19K -44 -0.5%
TW
502
TrinityPoint Wealth
Connecticut
$1.23M +$3.24K +23 +0.3%
MYIA
503
Mount Yale Investment Advisors
Colorado
$1.22M +$12.8K +91 +1%
MGIA
504
Moneta Group Investment Advisors
Missouri
$1.21M +$57.8K +411 +5%
NRS
505
Neville Rodie & Shaw
New York
$1.2M – – –
LS
506
Livforsakringsbolaget Skandia
Sweden
$1.2M +$141K +1,000 +13%
CG
507
Cutler Group
California
$1.2M +$1.15M +8,148 +2,328%
EBT
508
Enterprise Bank & Trust
Massachusetts
$1.19M +$11K +78 +0.9%
DCM
509
Donaldson Capital Management
Indiana
$1.19M -$124K -881 -9%
EWM
510
Evercore Wealth Management
New York
$1.19M -$49.2K -350 -4%
IA
511
IndexIQ Advisors
New York
$1.17M +$30.1K +214 +3%
WIC
512
Wilkins Investment Counsel
Massachusetts
$1.16M – – –
PFO
513
Pathstone Family Office
New Jersey
$1.15M +$430K +3,053 +60%
IC
514
IEQ Capital
California
$1.14M +$258K +1,830 +29%
RJT
515
Raymond James Trust
Florida
$1.13M -$20.1K -143 -2%
TSW
516
Thompson Siegel & Walmsley
Virginia
$1.12M – – –
QI
517
QS Investors
New York
$1.12M +$63.6K +452 +6%
AAS
518
Annex Advisory Services
Wisconsin
$1.11M -$36.4K -259 -3%
LWCFA
519
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1M – – –
WI
520
Wintrust Investments
Illinois
$1.09M -$106K -753 -9%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$1.09M +$15.3K +109 +1%
PA
522
Profund Advisors
Maryland
$1.09M -$41.1K -292 -4%
UBG
523
United Bank (Georgia)
Georgia
$1.08M -$20.3K -144 -2%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$1.07M -$31.1K -221 -3%
ZB
525
Zions Bancorporation
Utah
$1.07M +$286K +2,031 +36%
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