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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 %
TH
551
TCTC Holdings
Texas
$1.14M – – –
AAS
552
Annex Advisory Services
Wisconsin
$1.13M -$64.3K -425 -5%
CC
553
Centiva Capital
New York
$1.13M +$511K +3,369 +82%
CNC
554
Canandaigua National Corp
New York
$1.13M +$39.7K +262 +4%
EIM
555
Essex Investment Management
Massachusetts
$1.13M -$707K -4,669 -39%
PA
556
Profund Advisors
Maryland
$1.12M -$43.5K -287 -4%
TCOT
557
Trust Company of Toledo
Ohio
$1.12M -$303 -2 -0%
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$1.11M +$19.8K +131 +2%
DMBA
559
Deseret Mutual Benefit Administrators
Utah
$1.09M +$812K +5,367 +290%
AIP
560
Ameritas Investment Partners
Nebraska
$1.09M -$31.6K -209 -3%
FTDI
561
First Trust Direct Indexing
Massachusetts
$1.09M +$39.4K +260 +4%
MWM
562
Mission Wealth Management
California
$1.08M -$33K -218 -3%
XT
563
XTX Topco
Cayman Islands
$1.08M +$1.08M +7,144 New
CNC
564
Citizens & Northern Corp
Pennsylvania
$1.07M -$38.9K -257 -4%
BHC
565
Bowen Hanes & Co
Florida
$1.06M -$2.42K -16 -0.2%
WPA
566
West Paces Advisors
Georgia
$1.04M -$34.7K -229 -3%
CA
567
Clearstead Advisors
Ohio
$1.03M +$8.18K +54 +0.8%
PA
568
PFG Advisors
Arizona
$1.03M +$22K +145 +2%
FCH
569
Freestone Capital Holdings
Washington
$1.02M +$203K +1,341 +25%
TI
570
Tidal Investments
Wisconsin
$1.02M +$225K +1,487 +28%
SS
571
Simplicity Solutions
Minnesota
$1.02M +$164K +1,084 +19%
UAML
572
US Asset Management LLC
Pennsylvania
$1M +$1M +6,628 New
ST
573
Smithfield Trust
Pennsylvania
$1M – – –
SIA
574
SkyView Investment Advisors
New Jersey
$998K +$716K +4,728 +254%
AWM
575
Aries Wealth Management
Maine
$976K -$37.1K -245 -4%
21 22
23
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