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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 %
FCI
651
Financial Counselors Inc
Kansas
$637K -$89.9K -594 -12%
LIP
652
Liontrust Investment Partners
United Kingdom
$636K +$636K +4,200 New
DSC
653
Duncker Streett & Co
Missouri
$636K – – –
AUB
654
Atlantic Union Bankshares
Virginia
$626K +$7.58K +50 +1%
Luther King Capital Management (LKCM)
655
Luther King Capital Management (LKCM)
Texas
$624K – – –
CM
656
Capula Management
Cayman Islands
$617K +$617K +4,091 New
RR
657
Robotti Robert
$606K – – –
MMHP
658
Murphy Middleton Hinkle & Parker
Georgia
$605K – – –
AIL
659
AGF Investments LLC
Ontario, Canada
$603K -$63K -416 -9%
EWM
660
Empirical Wealth Management
Washington
$598K +$598K +3,950 New
SF
661
Summit Financial
New Jersey
$597K +$310K +2,047 +108%
ML
662
McAdam LLC
Pennsylvania
$592K +$592K +3,912 New
PP
663
Prospector Partners
Connecticut
$591K – – –
MGIA
664
Matthew Goff Investment Advisor
Texas
$589K – – –
FMLI
665
Fukoku Mutual Life Insurance
Japan
$589K +$98.4K +650 +20%
APA
666
American Portfolios Advisors
New York
$587K +$49.4K +326 +9%
BWM
667
Buckley Wealth Management
Nevada
$586K +$49.1K +324 +9%
T
668
TrueFG
Texas
$584K – – –
HCM
669
Hutchinson Capital Management
California
$571K – – –
GRP
670
Global Retirement Partners
California
$567K -$4.09K -27 -0.7%
AG
671
Algert Global
California
$566K +$566K +3,741 New
HFS
672
Hantz Financial Services
Michigan
$559K +$559K +3,689 New
DADC
673
D.A. Davidson & Co
Montana
$551K -$5.6K -37 -1%
GG
674
Gofen & Glossberg
Illinois
$549K -$16.6K -110 -3%
AFP
675
Ausdal Financial Partners
Iowa
$547K -$22.7K -150 -4%
25 26
27
28 29