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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 %
BP
776
BBR Partners
New York
$270K +$270K +1,916 New
AC
777
Asio Capital
Kentucky
$267K -$56.2K -400 -17%
PCM
778
Parsons Capital Management
Rhode Island
$267K – – –
SF
779
Summit Financial
New Jersey
$266K +$266K +1,894 New
PA
780
Procyon Advisors
Connecticut
$266K -$844 -6 -0.3%
BDWM
781
Brewin Dolphin Wealth Management
Ireland
$265K – – –
APW
782
Acima Private Wealth
Virginia
$265K – – –
SIC
783
Samalin Investment Counsel
New York
$262K +$8.71K +62 +3%
DMBA
784
Deseret Mutual Benefit Administrators
Utah
$261K +$261K +1,853 New
CANY
785
Caxton Associates (New York)
New York
$260K +$260K +1,850 New
SWA
786
SOA Wealth Advisors
New York
$258K +$5.47K +39 +2%
AIA
787
Alera Investment Advisors
Illinois
$257K -$75.9K -540 -23%
CA
788
Cetera Advisors
Colorado
$254K +$23.2K +165 +10%
BCM
789
Brookstone Capital Management
Illinois
$254K +$254K +1,803 New
AP
790
Appleton Partners
Massachusetts
$254K +$254K +1,804 New
EFS
791
Essex Financial Services
Connecticut
$254K +$254K +1,805 New
RMC
792
Resources Management Corp
Connecticut
$253K – – –
NCM
793
Northside Capital Management
Oregon
$251K – – –
APWM
794
Atlas Private Wealth Management
New York
$248K +$40.9K +290 +20%
XSC
795
X-Square Capital
Puerto Rico
$246K +$246K +1,783 New
MCM
796
Marathon Capital Management
Maryland
$245K -$9.83K -70 -4%
FI
797
Financial Insights
Washington
$245K +$245K +174 New
FA
798
Fermata Advisors
California
$245K +$245K +1,741 New
VFA
799
Voya Financial Advisors
Connecticut
$244K -$491K -3,481 -67%
T
800
TOBAM
France
$244K – – –
30 31
32
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