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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 %
TBA
701
Tower Bridge Advisors
Pennsylvania
$485K -$30.3K -200 -6%
RW
702
REDW Wealth
New Mexico
$483K – – –
DWT
703
Dorsey & Whitney Trust
South Dakota
$482K – – –
LIM
704
Leavell Investment Management
Alabama
$477K +$477K +3,150 New
PCS
705
Personal CFO Solutions
New Jersey
$474K -$1.21K -8 -0.3%
SWM
706
Stockman Wealth Management
Montana
$471K +$4.24K +28 +0.9%
DWM
707
Defined Wealth Management
Oregon
$469K – – –
KIG
708
Kessler Investment Group
Indiana
$467K -$10K -66 -2%
WFPG
709
Waller Financial Planning Group
Ohio
$463K +$1.66K +11 +0.4%
DY
710
Dowling & Yahnke
California
$462K +$160K +1,056 +53%
KPW
711
Kore Private Wealth
New York
$461K +$49.9K +330 +12%
IDBONY
712
Israel Discount Bank of New York
New York
$458K +$458K +3,028 New
PAS
713
Park Avenue Securities
New York
$457K +$37.9K +250 +9%
CAI
714
Capital Advisors Inc
Oklahoma
$455K – – –
NSAM
715
North Star Asset Management
Wisconsin
$453K +$36.5K +241 +9%
NIM
716
NuWave Investment Management
New Jersey
$451K +$451K +2,977 New
QT
717
Quantamental Technologies
New York
$450K +$450K +2,973 New
BRWA
718
B. Riley Wealth Advisors
Florida
$447K -$108K -718 -20%
RL
719
Ruffer LLP
United Kingdom
$445K -$76.7K -500 -15%
NP
720
NorthRock Partners
Minnesota
$445K +$57.7K +381 +15%
RMCM
721
Reynders McVeigh Capital Management
Massachusetts
$443K -$83.3K -550 -16%
BG
722
Bollard Group
Massachusetts
$443K +$1.51K +10 +0.3%
PI
723
Putnam Investments
Massachusetts
$439K +$1.82K +12 +0.4%
Dodge & Cox
724
Dodge & Cox
California
$433K – – –
SC
725
Savant Capital
Illinois
$433K +$20.1K +133 +5%
27 28
29
30 31