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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 %
SS
576
Simplicity Solutions
Minnesota
$792K +$187K +1,331 +31%
DLA
577
Douglas Lane & Associates
New York
$791K -$112K -800 -12%
UCFA
578
United Capital Financial Advisors
Texas
$784K +$179K +1,271 +30%
MCA
579
Mercer Capital Advisers
New Jersey
$780K – – –
WA
580
Wealth Alliance
New York
$772K +$13.6K +97 +2%
ACP
581
Ashfield Capital Partners
California
$763K +$31.2K +222 +4%
FCH
582
Freestone Capital Holdings
Washington
$762K +$10.3K +73 +1%
QCG
583
Quadrant Capital Group
Ohio
$761K +$12.4K +88 +2%
MPAM
584
Murphy Pohlad Asset Management
Minnesota
$743K – – –
GCMG
585
Gyroscope Capital Management Group
Florida
$742K -$15.6K -111 -2%
PMAS
586
PNC Managed Account Solutions
Texas
$741K +$741K +5,265 New
TI
587
Tidal Investments
Wisconsin
$736K +$375K +2,664 +104%
SPIA
588
Steward Partners Investment Advisory
New York
$734K -$880K -6,255 -55%
ROTUOC
589
Regents of the University of California
California
$732K +$732K +5,200 New
Nomura Holdings
590
Nomura Holdings
Japan
$730K +$730K +5,337 New
OAM
591
Optimal Asset Management
California
$717K – – –
GIA
592
Gateway Investment Advisers
Ohio
$716K -$21.2K -151 -3%
TI
593
Truehand Inc
New Hampshire
$714K – – –
TU
594
TDAM USA
Ontario, Canada
$704K -$25.6K -174 -4%
CGL
595
Clarius Group LLC
Washington
$701K +$12.8K +91 +2%
SIM
596
Sentry Investment Management
Wisconsin
$698K – – –
JFL
597
Jarislowsky, Fraser Ltd
Quebec, Canada
$689K – – –
KPWS
598
Kestra Private Wealth Services
Texas
$688K -$5.91K -42 -0.9%
PWP
599
Personal Wealth Partners
Minnesota
$685K – – –
SWA
600
SFMG Wealth Advisors
Texas
$685K +$37.7K +268 +6%
22 23
24
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