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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 %
CI
626
Conning Inc
Connecticut
$902K +$102K +589 +13%
DLA
627
Douglas Lane & Associates
New York
$893K -$65.2K -375 -7%
JWM
628
JGP Wealth Management
Oregon
$889K +$159K +963 +22%
TI
629
Truehand Inc
New Hampshire
$882K – – –
CCA
630
Checchi Capital Advisers
California
$875K +$16K +92 +2%
IAN
631
Integrated Advisors Network
Texas
$874K +$119K +687 +16%
CIA
632
Capital Investment Advisors
Georgia
$869K -$208K -1,194 -19%
FC
633
FORA Capital
Florida
$861K +$861K +4,951 New
TAM
634
Trust Asset Management
Texas
$854K – – –
JFL
635
Jarislowsky, Fraser Ltd
Quebec, Canada
$851K – – –
HFS
636
Hantz Financial Services
Michigan
$849K +$208K +1,195 +32%
PWP
637
Personal Wealth Partners
Minnesota
$847K – – –
NSB
638
Norway Savings Bank
Maine
$847K +$1.74K +10 +0.2%
SPIA
639
Steward Partners Investment Advisory
New York
$846K -$7.12K -41 -0.8%
TMAM
640
Tokio Marine Asset Management
Japan
$845K +$71.9K +414 +9%
WFI
641
West Family Investments
California
$840K -$36.5K -210 -4%
SWA
642
SFMG Wealth Advisors
Texas
$839K – – –
IIC
643
Ironwood Investment Counsel
Arizona
$834K – – –
A
644
Astrantus
Cyprus
$834K +$834K +4,800 New
OC
645
Oppenheimer & Co
New York
$829K +$18.9K +109 +2%
PA
646
Parallel Advisors
California
$829K +$66.6K +383 +9%
HH
647
Hilltop Holdings
Texas
$827K +$90.3K +519 +12%
WJWM
648
Williams Jones Wealth Management
New York
$821K +$821K +4,722 New
SIM
649
Sentry Investment Management
Wisconsin
$819K – – –
Verition Fund Management
650
Verition Fund Management
Connecticut
$810K +$810K +4,660 New
24 25
26
27 28