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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BCA
801
Berman Capital Advisors
Georgia
$244K 1,741 +362 +26%
CCP
802
Clarkston Capital Partners
Michigan
$243K 1,725 – –
WP
803
WealthSource Partners
California
$243K 1,726 +1,726 New
AAS
804
Avantax Advisory Services
Texas
$240K 1,703 +1,703 New
DI
805
Diligent Investors
California
$239K 1,700 – –
KC
806
Kinloch Capital
Virginia
$235K 1,672 – –
TCMP
807
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K 1,663 – –
DS
808
DRW Securities
Illinois
$233K 1,657 +1,657 New
BOPW
809
Brandywine Oak Private Wealth
Pennsylvania
$233K 1,663 +1,663 New
WMA
810
Wealth Management Associates
New Jersey
$233K 1,653 +1,653 New
NB
811
NBT Bank
New York
$232K 1,649 – –
IAN
812
Integrated Advisors Network
Texas
$232K 1,646 +1,646 New
PCM
813
Penserra Capital Management
California
$231K 1,649 +369 +29%
IAA
814
Independent Advisor Alliance
North Carolina
$228K 1,619 +1,619 New
EN1L
815
Engine No 1 LLC
California
$228K 1,619 +1,619 New
SIA
816
SkyView Investment Advisors
New Jersey
$226K 1,862 – –
MSFP
817
Mark Sheptoff Financial Planning
Connecticut
$225K 1,600 -500 -24%
CS
818
Comerica Securities
Michigan
$225K 1,598 +1,598 New
CAM
819
Carret Asset Management
New York
$225K 1,600 +1,600 New
BFPW
820
BOK Financial Private Wealth
Colorado
$225K 1,602 +1,602 New
SPC
821
Sigma Planning Corp
Michigan
$224K 1,593 -283 -15%
YIA
822
YHB Investment Advisors
Connecticut
$223K 1,582 – –
PHAM
823
Palisades Hudson Asset Management
Florida
$222K 1,579 +1,579 New
CM
824
Capital Management
Virginia
$222K 1,580 +1,580 New
MCM
825
Manchester Capital Management
Vermont
$221K 1,568 +66 +4%
31 32
33
34 35