MMC icon

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 %
GIA
576
Gladstone Institutional Advisory
Florida
$1.19M -$195K -1,121 -14%
Walleye Capital
577
Walleye Capital
New York
$1.18M +$1.18M +6,795 New
CNC
578
Citizens & Northern Corp
Pennsylvania
$1.18M -$51.6K -297 -4%
GT
579
Greenleaf Trust
Michigan
$1.17M +$54.2K +312 +5%
S
580
SignatureFD
Georgia
$1.15M +$67.6K +389 +6%
UAML
581
US Asset Management LLC
Pennsylvania
$1.15M -$695 -4 -0.1%
CAAS
582
Capital Asset Advisory Services
Michigan
$1.15M +$249K +1,430 +28%
ST
583
Smithfield Trust
Pennsylvania
$1.15M – – –
QCG
584
Quadrant Capital Group
Ohio
$1.12M +$164K +944 +17%
EWM
585
Elmwood Wealth Management
California
$1.12M +$1.12M +6,428 New
RJT
586
Raymond James Trust
Florida
$1.12M -$253K -1,458 -19%
ACP
587
Arcus Capital Partners
Georgia
$1.11M +$526K +3,023 +90%
VI
588
Versor Investments
New York
$1.11M +$1.11M +6,400 New
CA
589
Clearstead Advisors
Ohio
$1.11M -$72.8K -419 -6%
CCM
590
Coldstream Capital Management
Washington
$1.1M +$557K +3,207 +104%
ACM
591
Allred Capital Management
Texas
$1.09M -$20.2K -116 -2%
EIA
592
Edgemoor Investment Advisors
Maryland
$1.09M – – –
SIA
593
SkyView Investment Advisors
New Jersey
$1.09M +$658K +10,119 +154%
NW
594
NewEdge Wealth
Pennsylvania
$1.08M +$311K +1,787 +40%
BCM
595
Boltwood Capital Management
California
$1.08M +$6.95K +40 +0.6%
GF
596
Gries Financial
Ohio
$1.08M +$15.3K +88 +1%
BWAM
597
Boyd Watterson Asset Management
Ohio
$1.06M -$2.09K -12 -0.2%
UCFA
598
United Capital Financial Advisors
Texas
$1.06M +$149K +858 +16%
BAM
599
Blueshift Asset Management
New Jersey
$1.05M -$4.07M -23,391 -80%
WPA
600
West Paces Advisors
Georgia
$1.05M -$142K -818 -12%
22 23
24
25 26