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Marsh & McLennan
MMC

Overview Fund Activity

1,161 hedge funds and large institutions have $77B invested in Marsh & McLennan in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 358 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+94
Holders Change %
+8.81%
% of All Funds
17.93%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
176
Increased
435
Reduced
358
Closed
64
Calls
$202M
Puts
$127M
Net Calls
+$74.6M
Net Calls Change
+$80.6M

Top Buyers

1
BlackRock
BlackRock
New York
$7.5B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.39B
3
Ameriprise
Ameriprise
Minnesota
$1.42B
4
Morgan Stanley
Morgan Stanley
New York
$540M
5
State Street
State Street
Massachusetts
$4.17B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.35B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$70.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.87B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.37B
5
UBS AM
UBS AM
Illinois
$991M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
751
Wedmont Private Capital
Pennsylvania
$479K +$479K +2,924 New
OIA
752
OneDigital Investment Advisors
Kansas
$475K -$265K -1,526 -36%
KC
753
Kenfarb & Co
Kentucky
$475K +$475K +2,735 New
QC
754
Quadrature Capital
United Kingdom
$469K +$469K +2,697 New
TWM
755
Thrive Wealth Management
Pennsylvania
$466K +$466K +2,679 New
FB
756
Fulton Bank
Pennsylvania
$465K -$2.6K -15 -0.6%
LP
757
LMR Partners
United Kingdom
$460K +$460K +2,644 New
SWA
758
Sutton Wealth Advisors
Florida
$459K -$2.43K -14 -0.5%
BP
759
Ballentine Partners
Massachusetts
$457K -$695 -4 -0.2%
RIM
760
Reliant Investment Management
Tennessee
$456K – – –
IC
761
Inscription Capital
Texas
$456K +$129K +740 +39%
BRM
762
Boston Research & Management
Massachusetts
$455K – – –
ECM
763
EagleClaw Capital Management
Massachusetts
$453K – – –
CAI
764
Capital Advisors Inc
Oklahoma
$452K -$70.2K -404 -13%
WCA
765
Westover Capital Advisors
Delaware
$450K – – –
CWM
766
C2C Wealth Management
Arizona
$448K +$448K +2,580 New
NP
767
NorthRock Partners
Minnesota
$446K -$65.1K -374 -13%
WWM
768
Windsor Wealth Management
Indiana
$445K +$445K +2,662 New
AWM
769
Accurate Wealth Management
Florida
$439K +$13.2K +81 +3%
XSC
770
X-Square Capital
Puerto Rico
$438K +$48.2K +277 +12%
BWM
771
Buckley Wealth Management
Nevada
$436K -$236K -1,360 -35%
DDC
772
DF Dent & Co
Maryland
$436K -$17.9K -103 -4%
LJHT
773
Laurie J. Hall Trustee
$432K -$3.47K -20 -0.8%
RCIM
774
Red Cedar Investment Management
Michigan
$431K +$431K +2,481 New
SCM
775
SOL Capital Management
Maryland
$429K -$8.68K -50 -2%
29 30
31
32 33