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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 %
WCM
751
Wallace Capital Management
Texas
$370K – – –
AWM
752
Aberdeen Wealth Management
Illinois
$369K – – –
KCM
753
Kathmere Capital Management
Pennsylvania
$365K +$68K +449 +23%
GCP
754
GSA Capital Partners
United Kingdom
$363K +$363K +2,397 New
CA
755
Cetera Advisors
Colorado
$362K +$88.7K +585 +32%
PIA
756
Powell Investment Advisors
Florida
$356K – – –
MA
757
Montag & Associates
Georgia
$356K +$22.7K +150 +7%
CCM
758
Coldstream Capital Management
Washington
$355K -$38.2K -333 -10%
BC
759
Bridgefront Capital
Texas
$355K +$355K +2,343 New
PA
760
Pinnacle Associates
New York
$351K – – –
CF
761
Centaurus Financial
California
$351K – – –
ICG
762
InterOcean Capital Group
Tennessee
$351K +$6.96K +46 +2%
WP
763
WealthSource Partners
California
$349K +$87.6K +578 +33%
MYLI
764
Meiji Yasuda Life Insurance
Japan
$348K – – –
LF
765
Lantz Financial
Illinois
$347K – – –
BCA
766
Berman Capital Advisors
Georgia
$345K +$82.1K +544 +31%
FAM
767
Fulcrum Asset Management
United Kingdom
$340K -$331K – –
AC
768
Abbrea Capital
California
$340K – – –
GL
769
Graypoint LLC
New York
$340K +$8.17K +54 +2%
XSC
770
X-Square Capital
Puerto Rico
$340K +$69.6K +459 +26%
IEFM
771
IQ EQ Fund Management
Ireland
$337K – – –
BDWM
772
Brewin Dolphin Wealth Management
Ireland
$337K +$51.5K +340 +18%
GC
773
Gilbert & Cook
Iowa
$336K – – –
SWA
774
Stratos Wealth Advisors
Ohio
$335K -$170K -1,124 -34%
FHA
775
Flagship Harbor Advisors
Massachusetts
$335K – – –
29 30
31
32 33