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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 %
NG
551
NatWest Group
United Kingdom
$906K – – –
TCM
552
Tuttle Capital Management
Connecticut
$903K +$903K +6,419 New
SCM
553
Shelton Capital Management
Colorado
$888K -$888K -6,312 -50%
EGM
554
Engineers Gate Manager
New York
$882K +$73.3K +521 +9%
EIA
555
Edgemoor Investment Advisors
Maryland
$881K – – –
CIA
556
Capital Investment Advisors
Georgia
$869K -$43K -306 -5%
BCM
557
Boltwood Capital Management
California
$869K -$15.9K -113 -2%
CI
558
Conning Inc
Connecticut
$868K -$96.3K -684 -10%
VWM
559
Venturi Wealth Management
Texas
$868K +$9.15K +65 +1%
GT
560
Greenleaf Trust
Michigan
$858K +$25.3K +180 +3%
EF
561
Empirical Finance
Pennsylvania
$850K +$120K +856 +17%
ASN
562
Advisory Services Network
Georgia
$845K +$370K +2,634 +78%
WA
563
WestEnd Advisors
North Carolina
$844K – – –
S
564
SignatureFD
Georgia
$835K +$82.3K +585 +11%
FWCM
565
Ferguson Wellman Capital Management
Oregon
$832K -$295K -2,100 -26%
BJL
566
Brighton Jones LLC
Washington
$831K +$22.1K +157 +3%
NW
567
NewEdge Wealth
Pennsylvania
$830K -$187K -1,331 -18%
RWA
568
Ropes Wealth Advisors
Massachusetts
$825K – – –
S
569
SimplyRich
California
$815K +$42.2K +300 +5%
KFS
570
Kelly Financial Services
Massachusetts
$815K +$809K +113,839 +13,968%
BWAM
571
Boyd Watterson Asset Management
Ohio
$810K +$434K +3,088 +116%
TPCW
572
TD Private Client Wealth
New York
$803K +$258K +1,833 +47%
GIA
573
Gladstone Institutional Advisory
Florida
$795K +$795K +5,652 New
PP
574
Pegasus Partners
Wisconsin
$794K +$794K +5,642 New
SI
575
Stephens Inc
Arkansas
$792K -$113K -801 -12%
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