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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 %
SFO
676
Stokes Family Office
Louisiana
$546K +$238K +1,569 +77%
NCM
677
Noesis Capital Mangement
Florida
$530K – – –
Two Sigma Advisers
678
Two Sigma Advisers
New York
$530K +$530K +3,500 New
BSW
679
Buckingham Strategic Wealth
Missouri
$529K +$230K +1,520 +77%
PWPS
680
Pinnacle Wealth Planning Services
Ohio
$527K +$11.5K +76 +2%
RT
681
Rockland Trust
Massachusetts
$526K +$200K +1,323 +62%
CG
682
Caprock Group
Idaho
$520K +$33.8K +223 +7%
CIM
683
Contravisory Investment Management
Massachusetts
$518K -$3.64K -24 -0.7%
PCA
684
Personal Capital Advisors
California
$515K +$6.97K +46 +1%
AWE
685
Avidian Wealth Enterprises
Texas
$515K +$50K +330 +11%
ACP
686
Arcus Capital Partners
Georgia
$511K +$20.6K +136 +4%
AI
687
AXS Investments
New York
$511K +$511K +3,372 New
DW
688
Domani Wealth
Pennsylvania
$506K – – –
FRM
689
Fox Run Management
Connecticut
$506K +$506K +3,340 New
4WM
690
44 Wealth Management
Oregon
$499K -$29.1K -192 -6%
BONH
691
Bank of New Hampshire
New Hampshire
$495K – – –
HB
692
Homrich & Berg
Georgia
$492K -$45.9K -303 -9%
RB
693
Rodgers Brothers
Pennsylvania
$492K – – –
KFP
694
KB Financial Partners
New Jersey
$492K +$29.8K +197 +6%
CFB
695
Cullen/Frost Bankers
Texas
$491K -$17.3K -114 -3%
KBFS
696
Kohmann Bosshard Financial Services
Ohio
$491K – – –
BA
697
Bridgewater Advisors
New York
$491K +$2.27K +15 +0.5%
OCG
698
Opus Capital Group
Ohio
$490K -$166K -1,100 -25%
BIP
699
Blueprint Investment Partners
North Carolina
$489K +$147K +973 +43%
MC
700
Moors & Cabot
Massachusetts
$485K -$31.5K -209 -6%
26 27
28
29 30