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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 %
DLA
601
Douglas Lane & Associates
New York
$834K -$17.6K -116 -2%
QCG
602
Quadrant Capital Group
Ohio
$834K +$15.3K +101 +2%
TU
603
TDAM USA
Ontario, Canada
$827K +$102K +674 +14%
WA
604
Wealth Alliance
New York
$825K -$6.67K -44 -0.8%
ACP
605
Ashfield Capital Partners
California
$821K – – –
MPAM
606
Murphy Pohlad Asset Management
Minnesota
$800K – – –
ESCM
607
Echo Street Capital Management
New York
$793K +$793K +5,234 New
DT
608
Diversified Trust
Tennessee
$792K +$792K +5,228 New
UCFA
609
United Capital Financial Advisors
Texas
$791K -$53.8K -355 -6%
PP
610
Pegasus Partners
Wisconsin
$790K -$64.7K -427 -8%
ROTUOC
611
Regents of the University of California
California
$787K – – –
CGL
612
Clarius Group LLC
Washington
$787K +$32.4K +214 +4%
CAAS
613
Capital Asset Advisory Services
Michigan
$783K +$273K +1,802 +54%
OAM
614
Optimal Asset Management
California
$772K – – –
TI
615
Truehand Inc
New Hampshire
$768K – – –
WFI
616
West Family Investments
California
$764K +$62.2K +411 +9%
MSCM
617
McElhenny Sheffield Capital Management
Texas
$757K +$757K +4,999 New
OPS
618
Orion Portfolio Solutions
Nebraska
$755K +$50.4K +333 +7%
KM
619
Kalos Management
Georgia
$748K +$14.3K +87 +2%
CCA
620
Checchi Capital Advisers
California
$748K +$20.3K +134 +3%
KPWS
621
Kestra Private Wealth Services
Texas
$744K +$4.24K +28 +0.6%
TAM
622
Trust Asset Management
Texas
$744K +$49.3K +326 +7%
SPIA
623
Steward Partners Investment Advisory
New York
$743K -$46.2K -305 -6%
JFL
624
Jarislowsky, Fraser Ltd
Quebec, Canada
$742K – – –
PWP
625
Personal Wealth Partners
Minnesota
$738K – – –
23 24
25
26 27