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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 %
MGIA
526
Moneta Group Investment Advisors
Missouri
$1.3M -$303 -2 -0%
NRS
527
Neville Rodie & Shaw
New York
$1.29M – – –
WIC
528
Wilkins Investment Counsel
Massachusetts
$1.25M – – –
DCM
529
Donaldson Capital Management
Indiana
$1.24M -$38K -251 -3%
Assenagon Asset Management
530
Assenagon Asset Management
Luxembourg
$1.22M +$628K +4,147 +105%
ZB
531
Zions Bancorporation
Utah
$1.22M +$68.6K +453 +6%
BFEC
532
Benjamin F. Edwards & Company
Missouri
$1.22M +$46.6K +308 +4%
MYIA
533
Mount Yale Investment Advisors
Colorado
$1.22M -$96K -634 -7%
AG
534
AlphaSimPlex Group
Massachusetts
$1.22M +$202K +1,334 +20%
LS
535
Livforsakringsbolaget Skandia
Sweden
$1.21M -$75.7K -500 -6%
HF
536
HRT Financial
New York
$1.21M -$7.3M -48,183 -86%
TSW
537
Thompson Siegel & Walmsley
Virginia
$1.21M -$1.21K -8 -0.1%
TW
538
TrinityPoint Wealth
Connecticut
$1.2M -$122K -808 -9%
GIA
539
Gladstone Institutional Advisory
Florida
$1.2M +$347K +2,295 +41%
EWM
540
Evercore Wealth Management
New York
$1.2M -$75.7K -500 -6%
RJT
541
Raymond James Trust
Florida
$1.19M -$25.1K -166 -2%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$1.17M +$17.1K +113 +1%
LWCFA
543
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.17M -$11.8K -78 -1%
PDN
544
Pensionfund DSM Netherlands
Netherlands
$1.17M -$3.26M -21,500 -74%
PGFC
545
Peapack-Gladstone Financial Corp
New Jersey
$1.16M +$746K +4,929 +183%
HPC
546
HM Payson & Co
Maine
$1.15M +$24.8K +164 +2%
UBG
547
United Bank (Georgia)
Georgia
$1.15M -$9.54K -63 -0.8%
BC
548
Bartlett & Co
Ohio
$1.14M +$98.8K +652 +9%
BCWM
549
Bartlett & Co Wealth Management
Ohio
$1.14M +$98.7K +652 +9%
CAN
550
Cetera Advisor Networks
California
$1.14M +$6.06K +40 +0.5%
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