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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 %
TH
526
TCTC Holdings
Texas
$1.06M – – –
CAN
527
Cetera Advisor Networks
California
$1.05M +$663K +4,714 +171%
HPC
528
HM Payson & Co
Maine
$1.05M – – –
MWM
529
Mission Wealth Management
California
$1.04M -$20.1K -143 -2%
AIP
530
Ameritas Investment Partners
Nebraska
$1.04M +$141 +1 +0%
TCOT
531
Trust Company of Toledo
Ohio
$1.04M – – –
Squarepoint
532
Squarepoint
New York
$1.04M +$1.04M +7,367 New
CNC
533
Citizens & Northern Corp
Pennsylvania
$1.03M -$88K -626 -8%
ACM
534
Allred Capital Management
Texas
$1.03M -$41.6K -296 -4%
Vontobel Holding
535
Vontobel Holding
Switzerland
$1.03M +$381K +2,703 +59%
CNC
536
Canandaigua National Corp
New York
$1.01M -$17.6K -125 -2%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$7.31K +52 +0.7%
WPA
538
West Paces Advisors
Georgia
$995K -$54.7K -389 -5%
BHC
539
Bowen Hanes & Co
Florida
$988K – – –
FTDI
540
First Trust Direct Indexing
Massachusetts
$971K +$219K +1,558 +29%
BC
541
Bartlett & Co
Ohio
$967K – – –
BCWM
542
Bartlett & Co Wealth Management
Ohio
$967K – – –
CA
543
Clearstead Advisors
Ohio
$949K +$68.5K +487 +8%
AG
544
AlphaSimPlex Group
Massachusetts
$943K – – –
SP
545
Symmetry Partners
Connecticut
$942K -$235K -1,671 -20%
AWM
546
Aries Wealth Management
Maine
$941K – – –
EWM
547
Elmwood Wealth Management
California
$936K -$7.03K -50 -0.7%
PA
548
PFG Advisors
Arizona
$936K +$34.5K +245 +4%
ST
549
Smithfield Trust
Pennsylvania
$928K – – –
GF
550
Gries Financial
Ohio
$908K – – –
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