MMC icon

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 %
RR
676
Robotti Robert
$695K – – –
PAS
677
Park Avenue Securities
New York
$695K +$170K +980 +32%
MMHP
678
Murphy Middleton Hinkle & Parker
Georgia
$694K – – –
MWM
679
Modera Wealth Management
New Jersey
$691K +$691K +3,974 New
AG
680
AlphaSimPlex Group
Massachusetts
$688K -$709K -4,079 -51%
SFS
681
Stiles Financial Services
Minnesota
$681K +$681K +3,956 New
ML
682
McAdam LLC
Pennsylvania
$680K – – –
WCA
683
Waypoint Capital Advisors
Minnesota
$677K +$677K +3,896 New
MGIA
684
Matthew Goff Investment Advisor
Texas
$676K – – –
PCA
685
Personal Capital Advisors
California
$672K +$81.9K +472 +14%
HCM
686
Hutchinson Capital Management
California
$656K +$695 +4 +0.1%
AC
687
ASB Consultores
Florida
$654K +$654K +3,764 New
4WM
688
44 Wealth Management
Oregon
$650K +$77.9K +448 +14%
APA
689
American Portfolios Advisors
New York
$647K -$26.9K -155 -4%
BA
690
Bridgewater Advisors
New York
$644K +$80.8K +465 +14%
GCMG
691
Gyroscope Capital Management Group
Florida
$643K -$159K -913 -20%
AWA
692
Archvest Wealth Advisors
California
$643K +$643K +3,701 New
DADC
693
D.A. Davidson & Co
Montana
$637K +$3.83K +22 +0.6%
GG
694
Gofen & Glossberg
Illinois
$631K – – –
MCM
695
MAI Capital Management
Ohio
$631K +$187K +1,074 +42%
BSW
696
Buckingham Strategic Wealth
Missouri
$629K +$22.4K +129 +4%
JF
697
Jump Financial
Illinois
$626K -$1.13M -6,514 -64%
PWPS
698
Pinnacle Wealth Planning Services
Ohio
$625K +$19.5K +112 +3%
AFP
699
Ausdal Financial Partners
Iowa
$619K -$8.69K -50 -1%
AWE
700
Avidian Wealth Enterprises
Texas
$617K +$26.1K +150 +4%
26 27
28
29 30