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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 %
NSB
626
Norway Savings Bank
Maine
$736K +$78.6K +519 +12%
GIA
627
Gateway Investment Advisers
Ohio
$734K -$36.3K -240 -5%
SWA
628
SFMG Wealth Advisors
Texas
$731K -$6.82K -45 -0.9%
IIC
629
Ironwood Investment Counsel
Arizona
$726K – – –
AT
630
Arden Trust
Delaware
$716K -$5.61K -37 -0.8%
SIM
631
Sentry Investment Management
Wisconsin
$714K -$37.6K -248 -5%
IA
632
Icon Advisers
Colorado
$712K – – –
NA
633
NewEdge Advisors
Louisiana
$709K +$60.1K +397 +9%
OC
634
Oppenheimer & Co
New York
$706K – – –
GCMG
635
Gyroscope Capital Management Group
Florida
$698K -$101K -666 -13%
EP
636
Eudaimonia Partners
Tennessee
$698K – – –
CI
637
Conning Inc
Connecticut
$696K -$238K -1,570 -25%
FI
638
Fosun International
China
$696K – – –
SG
639
Strid Group
Pennsylvania
$694K – – –
CFGS
640
Concourse Financial Group Securities
Alabama
$692K -$13.8K -91 -2%
MAM
641
Meeder Asset Management
Ohio
$690K +$34.5K +228 +5%
TMAM
642
Tokio Marine Asset Management
Japan
$674K +$123K +815 +22%
JWM
643
JGP Wealth Management
Oregon
$671K +$52.4K +346 +8%
NW
644
NewEdge Wealth
Pennsylvania
$670K -$223K -1,474 -25%
CAG
645
Csenge Advisory Group
Florida
$665K +$7.7K +50 +1%
PA
646
Parallel Advisors
California
$664K +$75.9K +501 +13%
IAN
647
Integrated Advisors Network
Texas
$657K +$408K +2,695 +164%
V
648
VeraBank
Texas
$654K – – –
OIA
649
OneDigital Investment Advisors
Kansas
$645K +$11.7K +77 +2%
HH
650
Hilltop Holdings
Texas
$641K +$13.8K +91 +2%
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