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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 %
PL
601
Pluribus Labs
California
$1.05M +$1.05M +6,014 New
AWM
602
Aries Wealth Management
Maine
$1.04M -$79.1K -455 -7%
BJL
603
Brighton Jones LLC
Washington
$1.03M +$11.3K +65 +1%
MSCM
604
McElhenny Sheffield Capital Management
Texas
$1.03M +$165K +948 +19%
S
605
SimplyRich
California
$1.03M +$9.21K +53 +0.9%
TPCW
606
TD Private Client Wealth
New York
$1.03M +$5.91K +34 +0.6%
SCM
607
Shelton Capital Management
Colorado
$1.03M -$69K -397 -6%
FWCM
608
Ferguson Wellman Capital Management
Oregon
$1.03M – – –
PP
609
Pegasus Partners
Wisconsin
$1.01M +$107K +618 +12%
VWM
610
Venturi Wealth Management
Texas
$1.01M -$65.2K -375 -6%
SF
611
Summit Financial
New Jersey
$998K +$313K +1,803 +46%
BCM
612
Bayesian Capital Management
New York
$996K -$1.11M -6,370 -53%
OPS
613
Orion Portfolio Solutions
Nebraska
$987K +$120K +691 +14%
DGAM
614
Desjardins Global Asset Management
Quebec, Canada
$987K +$987K +5,680 New
MSAM
615
Moloney Securities Asset Management
Missouri
$984K -$69.2K -398 -7%
HBT
616
Heartland Bank & Trust
Illinois
$983K +$15.3K +88 +2%
ACP
617
Ashfield Capital Partners
California
$977K +$34.8K +200 +4%
WA
618
Wealth Alliance
New York
$951K +$4.69K +27 +0.5%
PA
619
Pinnacle Associates
New York
$934K +$531K +3,057 +132%
CGL
620
Clarius Group LLC
Washington
$932K +$28.7K +165 +3%
SP
621
Symmetry Partners
Connecticut
$931K -$50.2K -289 -5%
TU
622
TDAM USA
Ontario, Canada
$923K -$26.3K -151 -3%
MPAM
623
Murphy Pohlad Asset Management
Minnesota
$918K – – –
LS
624
Livforsakringsbolaget Skandia
Sweden
$905K -$486K -2,800 -35%
ROTUOC
625
Regents of the University of California
California
$904K – – –
23 24
25
26 27