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

Top Sellers

1
FPP
Findlay Park Partners
United Kingdom
$297M
2
BlackRock
BlackRock
New York
$5.58B
3
UBS Group
UBS Group
Switzerland
$484M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$590M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
651
Noesis Capital Mangement
Florida
$495K -$566 -4 -0.1%
BONH
652
Bank of New Hampshire
New Hampshire
$495K +$495K +3,516 New
T
653
TrueFG
Texas
$492K – – –
4WM
654
44 Wealth Management
Oregon
$490K +$17.2K +122 +4%
RMCM
655
Reynders McVeigh Capital Management
Massachusetts
$489K +$23.1K +164 +5%
WWM
656
Western Wealth Management
Colorado
$487K -$20.8K -147 -4%
CIM
657
Contravisory Investment Management
Massachusetts
$484K +$39.9K +284 +9%
MC
658
Moors & Cabot
Massachusetts
$482K +$18K +128 +4%
CCM
659
Coldstream Capital Management
Washington
$482K +$31.1K +221 +7%
TBA
660
Tower Bridge Advisors
Pennsylvania
$478K – – –
RL
661
Ruffer LLP
United Kingdom
$478K – – –
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$478K +$14.3K +102 +3%
CAAS
663
Capital Asset Advisory Services
Michigan
$474K -$87.3K -620 -16%
LSAG
664
Lake Street Advisors Group
New Hampshire
$472K +$1.06K +7 +0.2%
CFB
665
Cullen/Frost Bankers
Texas
$472K +$16K +114 +4%
PCA
666
Personal Capital Advisors
California
$472K +$124K +878 +35%
DW
667
Domani Wealth
Pennsylvania
$470K – – –
SWA
668
Stratos Wealth Advisors
Ohio
$469K +$216K +1,538 +86%
RB
669
Rodgers Brothers
Pennsylvania
$457K – – –
FMLI
670
Fukoku Mutual Life Insurance
Japan
$456K -$42.2K -300 -8%
KBFS
671
Kohmann Bosshard Financial Services
Ohio
$456K +$456K +3,244 New
ACP
672
Arcus Capital Partners
Georgia
$455K +$61.6K +438 +16%
BA
673
Bridgewater Advisors
New York
$454K +$563 +4 +0.1%
CG
674
Caprock Group
Idaho
$451K +$11.1K +79 +3%
RW
675
REDW Wealth
New Mexico
$449K – – –
25 26
27
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