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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 %
ACM
576
Allred Capital Management
Texas
$971K -$137K -907 -12%
GT
577
Greenleaf Trust
Michigan
$971K +$47.2K +312 +5%
EF
578
Empirical Finance
Pennsylvania
$969K +$54.6K +361 +6%
MOS
579
MGO One Seven
Ohio
$969K +$305K +1,831 +46%
SCM
580
Shelton Capital Management
Colorado
$956K – – –
EIA
581
Edgemoor Investment Advisors
Maryland
$948K – – –
S
582
SignatureFD
Georgia
$947K +$48.3K +319 +5%
CIA
583
Capital Investment Advisors
Georgia
$938K +$1.82K +12 +0.2%
VWM
584
Venturi Wealth Management
Texas
$935K +$1.51K +10 +0.2%
BCM
585
Boltwood Capital Management
California
$932K -$2.57K -17 -0.3%
RWA
586
Ropes Wealth Advisors
Massachusetts
$932K +$44.5K +294 +5%
GF
587
Gries Financial
Ohio
$924K – – –
BWAM
588
Boyd Watterson Asset Management
Ohio
$924K +$52.4K +346 +6%
MSAM
589
Moloney Securities Asset Management
Missouri
$918K +$918K +6,061 New
WA
590
WestEnd Advisors
North Carolina
$908K -$844K – –
FWCM
591
Ferguson Wellman Capital Management
Oregon
$896K – – –
TPCW
592
TD Private Client Wealth
New York
$894K +$29.7K +196 +3%
S
593
SimplyRich
California
$892K +$13.8K +91 +2%
BJL
594
Brighton Jones LLC
Washington
$891K -$3.33K -22 -0.4%
WSFS
595
Wilmington Savings Fund Society
Delaware
$884K +$182K +1,200 +26%
DCP
596
DSM Capital Partners
Florida
$880K -$459K -3,030 -34%
SP
597
Symmetry Partners
Connecticut
$872K -$163K -1,055 -16%
ED
598
Exane Derivatives
France
$863K +$863K +5,700 New
HBT
599
Heartland Bank & Trust
Illinois
$843K +$843K +5,570 New
MCA
600
Mercer Capital Advisers
New Jersey
$840K – – –
22 23
24
25 26