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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 %
BHWM
501
Bar Harbor Wealth Management
New Hampshire
$1.58M -$45.4K -300 -3%
FNT
502
First National Trust
Pennsylvania
$1.55M +$69.9K +462 +5%
RIG
503
Roosevelt Investment Group
New York
$1.54M +$85.4K +564 +6%
JF
504
Jump Financial
Illinois
$1.53M +$1.53M +10,114 New
CTA
505
Chesley Taft & Associates
Illinois
$1.53M -$14.4K -95 -0.9%
HIC
506
Hartline Investment Corp
Illinois
$1.51M – – –
CK
507
Cohen Klingenstein
New York
$1.51M – – –
BAM
508
Belpointe Asset Management
Nevada
$1.5M -$7.27K -48 -0.5%
VAS
509
Vestmark Advisory Solutions
Massachusetts
$1.49M -$58.6K -387 -4%
AWM
510
Altium Wealth Management
New York
$1.49M – – –
ACM
511
Ativo Capital Management
Illinois
$1.48M – – –
Cambridge Investment Research Advisors
512
Cambridge Investment Research Advisors
Iowa
$1.45M -$55.3K -365 -4%
GC
513
Grimes & Company
Massachusetts
$1.44M +$7.57K +50 +0.5%
HI
514
Horizon Investments
North Carolina
$1.43M +$956K +6,335 +203%
CI
515
CX Institutional
Indiana
$1.42M -$42.1K -278 -3%
JHP
516
James Hambro & Partners
United Kingdom
$1.39M – – –
HBT
517
Hills Bank & Trust
Iowa
$1.38M +$29.4K +194 +2%
HCM
518
Howland Capital Management
Massachusetts
$1.36M – – –
FMTC
519
Farmers & Merchants Trust Company
California
$1.36M +$1.36M +8,967 New
LIA
520
LS Investment Advisors
Michigan
$1.35M – – –
ACM
521
AlphaCrest Capital Management
New York
$1.35M -$30.9K -204 -2%
WA1
522
Wimmer Associates 1
California
$1.34M +$303 +2 +0%
IC
523
IEQ Capital
California
$1.34M +$110K +724 +9%
IA
524
IndexIQ Advisors
New York
$1.32M +$61.9K +409 +5%
EBT
525
Enterprise Bank & Trust
Massachusetts
$1.31M +$27.2K +180 +2%
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