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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 %
HCM
526
Howland Capital Management
Massachusetts
$1.57M +$1.39K +8 +0.1%
MGIA
527
Moneta Group Investment Advisors
Missouri
$1.54M +$46.9K +270 +3%
WA1
528
Wimmer Associates 1
California
$1.54M +$3.82K +22 +0.2%
ZB
529
Zions Bancorporation
Utah
$1.52M +$119K +685 +8%
EF
530
Empirical Finance
Pennsylvania
$1.52M +$403K +2,320 +36%
LIA
531
LS Investment Advisors
Michigan
$1.5M -$50.8K -292 -3%
NRS
532
Neville Rodie & Shaw
New York
$1.48M – – –
IRF
533
IBM Retirement Fund
New York
$1.47M -$1.03M -5,913 -41%
MOS
534
MGO One Seven
Ohio
$1.47M +$459K +2,642 +45%
IA
535
IndexIQ Advisors
New York
$1.46M -$56.2K -323 -4%
BBNA
536
Bremer Bank National Association
Minnesota
$1.45M -$528K -3,037 -27%
UFF
537
USA Financial Formulas
Michigan
$1.44M +$1.44M +8,257 +25,021%
SC
538
SRB Corp
Massachusetts
$1.44M -$471K -2,710 -25%
WIC
539
Wilkins Investment Counsel
Massachusetts
$1.43M – – –
LNWWM
540
Laird Norton Wetherby Wealth Management
California
$1.43M +$85.7K +493 +6%
DCM
541
Donaldson Capital Management
Indiana
$1.41M -$16K -92 -1%
TW
542
TrinityPoint Wealth
Connecticut
$1.39M +$7.13K +41 +0.5%
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$1.39M +$61.3K +353 +5%
TSW
544
Thompson Siegel & Walmsley
Virginia
$1.38M – – –
EWM
545
Evercore Wealth Management
New York
$1.38M – – –
RZH
546
Relyea Zuckerberg Hanson
Connecticut
$1.37M -$567K -3,612 -29%
PA
547
Profund Advisors
Maryland
$1.37M +$75.3K +433 +6%
MYIA
548
Mount Yale Investment Advisors
Colorado
$1.36M -$38.8K -223 -3%
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$81.3K +468 +6%
AAS
550
Annex Advisory Services
Wisconsin
$1.35M +$46.9K +270 +4%
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