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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 %
LWCFA
551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M – – –
FTDI
552
First Trust Direct Indexing
Massachusetts
$1.34M +$96.4K +555 +8%
PDN
553
Pensionfund DSM Netherlands
Netherlands
$1.34M – – –
MWM
554
Mission Wealth Management
California
$1.31M +$63.1K +363 +5%
TH
555
TCTC Holdings
Texas
$1.3M – – –
WI
556
Wintrust Investments
Illinois
$1.3M +$1.3M +7,462 New
HPC
557
HM Payson & Co
Maine
$1.3M -$28.5K -164 -2%
UBG
558
United Bank (Georgia)
Georgia
$1.29M -$27.3K -157 -2%
EIM
559
Essex Investment Management
Massachusetts
$1.29M – – –
AG
560
Ascent Group
Virginia
$1.29M +$1.29M +8,202 New
DMBA
561
Deseret Mutual Benefit Administrators
Utah
$1.29M +$31.6K +182 +3%
TCOT
562
Trust Company of Toledo
Ohio
$1.28M -$2.43K -14 -0.2%
KPWS
563
Kestra Private Wealth Services
Texas
$1.28M +$423K +2,431 +49%
TC
564
TwinBeech Capital
New York
$1.27M -$4.07M -23,436 -76%
BC
565
Bartlett & Co
Ohio
$1.27M -$38.4K -221 -3%
BCWM
566
Bartlett & Co Wealth Management
Ohio
$1.27M -$38.4K -221 -3%
IA
567
Icon Advisers
Colorado
$1.27M +$452K +2,600 +55%
KWM
568
Kingsview Wealth Management
Oregon
$1.27M +$1.27M +7,284 New
PA
569
PFG Advisors
Arizona
$1.26M +$75.6K +435 +6%
EGM
570
Engineers Gate Manager
New York
$1.22M -$4.5M -25,883 -79%
BHC
571
Bowen Hanes & Co
Florida
$1.22M – – –
AIP
572
Ameritas Investment Partners
Nebraska
$1.21M -$35.3K -203 -3%
CNC
573
Canandaigua National Corp
New York
$1.21M -$86.2K -496 -7%
NA
574
NewEdge Advisors
Louisiana
$1.2M +$386K +2,220 +47%
BAM
575
Belpointe Asset Management
Nevada
$1.19M -$532K -3,059 -31%
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