MMC icon

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 %
DWT
676
Dorsey & Whitney Trust
South Dakota
$447K – – –
KIG
677
Kessler Investment Group
Indiana
$443K +$373K +2,651 +533%
PCS
678
Personal CFO Solutions
New Jersey
$441K +$441K +3,138 New
HI
679
Horizon Investments
North Carolina
$438K +$12.6K +90 +3%
DWM
680
Defined Wealth Management
Oregon
$435K – – –
SWM
681
Stockman Wealth Management
Montana
$434K -$7.03K -50 -2%
Walleye Trading
682
Walleye Trading
New York
$432K -$597K -4,247 -58%
AWE
683
Avidian Wealth Enterprises
Texas
$432K +$13.1K +93 +3%
WFPG
684
Waller Financial Planning Group
Ohio
$429K +$1.41K +10 +0.3%
KFP
685
KB Financial Partners
New Jersey
$429K +$210K +1,490 +95%
CAI
686
Capital Advisors Inc
Oklahoma
$423K – – –
BG
687
Bollard Group
Massachusetts
$411K +$1.41K +10 +0.3%
PI
688
Putnam Investments
Massachusetts
$406K -$3.94K -28 -1%
AAM
689
Aureus Asset Management
Massachusetts
$405K +$405K +2,880 New
TCBWMS
690
Texas Capital Bank Wealth Management Services
Texas
$405K +$405K +2,882 New
Dodge & Cox
691
Dodge & Cox
California
$402K -$102K -728 -20%
PAS
692
Park Avenue Securities
New York
$389K +$13.6K +97 +4%
NSAM
693
North Star Asset Management
Wisconsin
$387K – – –
SC
694
Savant Capital
Illinois
$383K +$18.7K +133 +5%
KPW
695
Kore Private Wealth
New York
$382K +$51.2K +364 +15%
GWS
696
Glassman Wealth Services
Virginia
$380K -$350K -2,491 -48%
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$380K +$53.2K +378 +16%
FB
698
Fulton Bank
Pennsylvania
$379K -$56.6K -402 -13%
ST
699
Sageworth Trust
Pennsylvania
$379K +$379K +2,693 New
SWA
700
Sutton Wealth Advisors
Florida
$374K – – –
26 27
28
29 30