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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 %
ICG
726
InterOcean Capital Group
Tennessee
$320K – – –
BIP
727
Blueprint Investment Partners
North Carolina
$317K -$69.1K -491 -18%
AC
728
Abbrea Capital
California
$316K – – –
IWM
729
IHT Wealth Management
Illinois
$315K +$7.17K +51 +2%
GC
730
Gilbert & Cook
Iowa
$313K – – –
IEFM
731
IQ EQ Fund Management
Ireland
$313K – – –
PCP
732
Proficio Capital Partners
Massachusetts
$312K +$141 +1 +0%
RWM
733
RKL Wealth Management
Pennsylvania
$310K -$70.4K -500 -18%
MA
734
Montag & Associates
Georgia
$310K – – –
DWM
735
Destination Wealth Management
California
$309K – – –
GL
736
Graypoint LLC
New York
$309K +$50.3K +357 +19%
SHWM
737
Smith & Howard Wealth Management
Georgia
$308K – – –
LOAMS
738
Lombard Odier Asset Management (Switzerland)
Switzerland
$308K +$308K +2,187 New
AWM
739
Accurate Wealth Management
Florida
$303K +$303K +2,156 New
RT
740
Rockland Trust
Massachusetts
$302K -$84.9K -604 -22%
GA
741
Geller Advisors
New York
$300K +$282 +2 +0.1%
AF
742
Advisornet Financial
Minnesota
$299K – – –
FIM
743
Freedom Investment Management
Connecticut
$298K +$986 +7 +0.3%
FF
744
FourThought Financial
Florida
$296K +$58.3K +415 +25%
WSTAM
745
Wilbanks Smith & Thomas Asset Management
Virginia
$295K -$14K -100 -5%
YMRC
746
Yorktown Management & Research Company
Virginia
$294K – – –
FWM
747
FFT Wealth Management
Pennsylvania
$294K +$294K +2,090 New
FHB
748
First Hawaiian Bank
Hawaii
$292K -$84.7K -602 -22%
CWP
749
Curated Wealth Partners
California
$291K +$33.9K +241 +13%
BDF
750
Balasa Dinverno & Foltz
$288K – – –
28 29
30
31 32