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 %
LJHT
701
Laurie J. Hall Trustee
$372K – – –
BP
702
Ballentine Partners
Massachusetts
$371K -$12.6K -89 -3%
DDC
703
DF Dent & Co
Maryland
$371K +$32.8K +233 +10%
RIM
704
Reliant Investment Management
Tennessee
$369K +$61.2K +435 +20%
BRM
705
Boston Research & Management
Massachusetts
$368K – – –
RIM
706
Redwood Investment Management
Arizona
$366K -$668K -4,746 -65%
WCA
707
Westover Capital Advisors
Delaware
$366K -$2.11K -15 -0.6%
Cetera Investment Advisers
708
Cetera Investment Advisers
Illinois
$366K +$366K +2,602 New
NP
709
NorthRock Partners
Minnesota
$360K -$20.7K -147 -5%
WKWM
710
Walter & Keenan Wealth Management
Indiana
$359K -$21.1K -150 -6%
SCM
711
SOL Capital Management
Maryland
$355K – – –
CWC
712
Carolinas Wealth Consulting
North Carolina
$346K -$16.5K -117 -5%
AIP
713
ARS Investment Partners
New York
$345K -$14.1K -100 -4%
WCM
714
Wallace Capital Management
Texas
$344K – – –
AWM
715
Aberdeen Wealth Management
Illinois
$343K – – –
PG
716
Pendal Group
Australia
$338K +$338K +2,404 New
FHA
717
Flagship Harbor Advisors
Massachusetts
$335K -$37.3K -265 -10%
MCM
718
MAI Capital Management
Ohio
$333K +$34.6K +246 +12%
FAM
719
Fulcrum Asset Management
United Kingdom
$331K -$314K – –
PIA
720
Powell Investment Advisors
Florida
$331K – – –
PA
721
Pinnacle Associates
New York
$326K -$5.21K -37 -2%
CF
722
Centaurus Financial
California
$326K +$18.6K +132 +6%
MYLI
723
Meiji Yasuda Life Insurance
Japan
$323K -$14.6K -104 -4%
LF
724
Lantz Financial
Illinois
$322K – – –
CCG
725
Cypress Capital Group
Florida
$321K +$25.9K +184 +9%
27 28
29
30 31