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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 %
RWM
776
RKL Wealth Management
Pennsylvania
$334K – – –
DWM
777
Destination Wealth Management
California
$333K – – –
SHWM
778
Smith & Howard Wealth Management
Georgia
$332K – – –
BDF
779
Balasa Dinverno & Foltz
$332K +$21.7K +143 +7%
CCG
780
Cypress Capital Group
Florida
$330K -$15.1K -100 -4%
GA
781
Geller Advisors
New York
$328K +$5.6K +37 +2%
AF
782
Advisornet Financial
Minnesota
$325K +$3.03K +20 +0.9%
SI
783
Stephens Inc
Arkansas
$323K -$530K -3,501 -62%
FWM
784
FFT Wealth Management
Pennsylvania
$321K +$4.99K +33 +2%
PCP
785
Proficio Capital Partners
Massachusetts
$319K -$16.8K -111 -5%
TCM
786
Teza Capital Management
Illinois
$318K +$318K +2,097 New
BWP
787
BSW Wealth Partners
Colorado
$318K +$318K +2,102 New
FIM
788
Freedom Investment Management
Connecticut
$316K -$4.7K -31 -1%
YMRC
789
Yorktown Management & Research Company
Virginia
$316K – – –
BOTW
790
Bank of the West
California
$316K +$7.87K +52 +3%
DCM
791
Driehaus Capital Management
Illinois
$315K +$315K +2,080 New
PCM
792
Pointe Capital Management
Michigan
$314K +$78.2K +517 +33%
MWA
793
Meridian Wealth Advisors
Texas
$309K +$606 +4 +0.2%
AHB
794
Abner Herrman & Brock
New Jersey
$309K +$1.36K +9 +0.4%
LBD
795
Landsberg Bennett & Dubbaneh
Florida
$309K +$7.87K +51 +3%
WCWM
796
Willow Creek Wealth Management
California
$307K – – –
S
797
Surevest
California
$305K +$2.27K +15 +0.8%
CFD
798
Creative Financial Designs
Indiana
$305K +$5.9K +39 +2%
CIC
799
Chilton Investment Company
Connecticut
$304K +$304K +2,008 New
WSTAM
800
Wilbanks Smith & Thomas Asset Management
Virginia
$303K -$15.2K -100 -5%
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