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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
1
Longview Partners
Guernsey
$290M
2
JIM
2
Jensen Investment Management
Oregon
$167M
3
SIG
3
Senator Investment Group
New York
$118M
4
American Century Companies
4
American Century Companies
Missouri
$587M
5
Ameriprise
5
Ameriprise
Minnesota
$986M

Top Sellers

1
FPP
1
Findlay Park Partners
United Kingdom
$297M
2
BlackRock
2
BlackRock
New York
$5.58B
3
UBS Group
3
UBS Group
Switzerland
$484M
4
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$590M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
626
Luther King Capital Management (LKCM)
Texas
$580K +$242K +1,722 +72%
JPG
627
Jordan Park Group
California
$578K +$184K +1,306 +47%
CC
628
Centiva Capital
New York
$576K +$576K +4,094 New
JWM
629
JGP Wealth Management
Oregon
$575K +$98.8K +702 +21%
AUB
630
Atlantic Union Bankshares
Virginia
$574K – – –
WG
631
Winton Group
United Kingdom
$571K +$571K +4,057 New
RR
632
Robotti Robert
$563K – – –
MMHP
633
Murphy Middleton Hinkle & Parker
Georgia
$562K – – –
MOS
634
MGO One Seven
Ohio
$559K +$258K +1,839 +86%
Assenagon Asset Management
635
Assenagon Asset Management
Luxembourg
$553K +$9.14K +65 +2%
PP
636
Prospector Partners
Connecticut
$549K – – –
MGIA
637
Matthew Goff Investment Advisor
Texas
$547K – – –
PA
638
Parallel Advisors
California
$546K +$79.6K +566 +17%
HCM
639
Hutchinson Capital Management
California
$531K – – –
GRP
640
Global Retirement Partners
California
$531K +$2.53K +18 +0.5%
AFP
641
Ausdal Financial Partners
Iowa
$529K -$3.38K -24 -0.6%
GG
642
Gofen & Glossberg
Illinois
$526K – – –
HIIFS
643
Harel Insurance Investments & Financial Services
Israel
$518K -$255K -556 -33%
DADC
644
D.A. Davidson & Co
Montana
$517K -$5.77K -41 -1%
BRWA
645
B. Riley Wealth Advisors
Florida
$517K +$11K +78 +2%
IBOK
646
Independence Bank of Kentucky
Kentucky
$512K -$18.3K -130 -3%
TMAM
647
Tokio Marine Asset Management
Japan
$511K +$47.7K +339 +10%
HB
648
Homrich & Berg
Georgia
$500K +$78.4K +557 +19%
APA
649
American Portfolios Advisors
New York
$500K +$74.8K +532 +18%
BWM
650
Buckley Wealth Management
Nevada
$499K +$10.7K +76 +2%
24 25
26
27 28