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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 %
BPC
501
Banque Pictet & Cie
Switzerland
$1.89M +$46.2K +266 +3%
CAN
502
Cetera Advisor Networks
California
$1.88M +$572K +3,290 +44%
FFN
503
Focus Financial Network
Minnesota
$1.86M +$1.86M +10,688 New
CSPAM
504
Cary Street Partners Asset Management
Virginia
$1.8M -$103K -590 -5%
FNT
505
First National Trust
Pennsylvania
$1.79M +$6.43K +37 +0.4%
RIG
506
Roosevelt Investment Group
New York
$1.77M – – –
DT
507
Diversified Trust
Tennessee
$1.77M +$856K +4,924 +94%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$1.75M +$1.75M +10,044 New
HIC
509
Hartline Investment Corp
Illinois
$1.74M – – –
CK
510
Cohen Klingenstein
New York
$1.74M – – –
BHWM
511
Bar Harbor Wealth Management
New Hampshire
$1.73M -$79.5K -457 -4%
AWM
512
Altium Wealth Management
New York
$1.72M +$15.5K +89 +0.9%
VAS
513
Vestmark Advisory Solutions
Massachusetts
$1.72M +$9.73K +56 +0.6%
CTA
514
Chesley Taft & Associates
Illinois
$1.71M -$43.4K -250 -2%
CSIC
515
Clifford Swan Investment Counsel
California
$1.7M -$84.3K -485 -5%
ACM
516
Ativo Capital Management
Illinois
$1.7M – – –
CC
517
Centiva Capital
New York
$1.68M +$383K +2,204 +30%
IC
518
IEQ Capital
California
$1.67M +$141K +809 +9%
JHP
519
James Hambro & Partners
United Kingdom
$1.67M +$75.6K +435 +5%
GC
520
Grimes & Company
Massachusetts
$1.65M +$4.17K +24 +0.3%
CI Investments Inc
521
CI Investments Inc
Ontario, Canada
$1.63M -$477K -2,744 -23%
Cambridge Investment Research Advisors
522
Cambridge Investment Research Advisors
Iowa
$1.62M -$45.2K -260 -3%
EBT
523
Enterprise Bank & Trust
Massachusetts
$1.62M +$110K +633 +7%
HBT
524
Hills Bank & Trust
Iowa
$1.6M +$22.9K +132 +1%
CI
525
CX Institutional
Indiana
$1.6M -$32.3K -186 -2%
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