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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 %
CWM
726
Cahaba Wealth Management
Georgia
$431K +$431K +2,847 New
AWM
727
Accurate Wealth Management
Florida
$415K +$72.3K +455 +21%
EN1L
728
Engine No 1 LLC
California
$415K +$170K +1,120 +69%
GWS
729
Glassman Wealth Services
Virginia
$413K +$4.24K +28 +1%
NICM
730
Neo Ivy Capital Management
New York
$410K +$410K +3,817 New
TC
731
Toews Corporation
New Jersey
$409K +$409K +2,700 New
FB
732
Fulton Bank
Pennsylvania
$408K – – –
Cetera Investment Advisers
733
Cetera Investment Advisers
Illinois
$406K +$11.8K +78 +3%
TCBWMS
734
Texas Capital Bank Wealth Management Services
Texas
$404K -$32.1K -212 -7%
SWA
735
Sutton Wealth Advisors
Florida
$402K +$151 +1 +0%
KFA
736
Krane Funds Advisors
New York
$402K +$402K +2,653 New
TFCP
737
Twin Focus Capital Partners
Massachusetts
$400K +$400K +2,643 New
BP
738
Ballentine Partners
Massachusetts
$399K +$757 +5 +0.2%
RIM
739
Reliant Investment Management
Tennessee
$397K – – –
BRM
740
Boston Research & Management
Massachusetts
$396K – – –
DDC
741
DF Dent & Co
Maryland
$395K -$3.78K -25 -0.9%
ECM
742
EagleClaw Capital Management
Massachusetts
$395K +$395K +2,607 New
SEC
743
Seven Eight Capital
New York
$393K +$393K +2,594 New
WCA
744
Westover Capital Advisors
Delaware
$392K -$1.21K -8 -0.3%
MCM
745
MAI Capital Management
Ohio
$387K +$28.9K +191 +8%
WKWM
746
Walter & Keenan Wealth Management
Indiana
$386K – – –
VF
747
Virtu Financial
New York
$383K +$383K +2,529 New
SCM
748
SOL Capital Management
Maryland
$382K – – –
LJHT
749
Laurie J. Hall Trustee
$380K -$21.2K -140 -5%
AIP
750
ARS Investment Partners
New York
$371K – – –
28 29
30
31 32