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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 %
MA
801
MUFG Americas
New York
$384K +$143K +822 +59%
DWM
802
Destination Wealth Management
California
$382K – – –
SHWM
803
Smith & Howard Wealth Management
Georgia
$381K – – –
BL
804
Balentine LLC
Georgia
$380K +$144K +827 +61%
BDF
805
Balasa Dinverno & Foltz
$379K -$1.39K -8 -0.4%
GA
806
Geller Advisors
New York
$377K +$348 +2 +0.1%
PCM
807
Pointe Capital Management
Michigan
$376K +$15.5K +89 +4%
AF
808
Advisornet Financial
Minnesota
$375K +$1.74K +10 +0.5%
GWS
809
Glassman Wealth Services
Virginia
$373K -$101K -583 -21%
KFA
810
Krane Funds Advisors
New York
$373K -$88.6K -509 -19%
PWM
811
Perigon Wealth Management
California
$373K +$127K +731 +52%
GC
812
Gilbert & Cook
Iowa
$372K -$13.9K -80 -4%
PCP
813
Proficio Capital Partners
Massachusetts
$372K +$6.09K +35 +2%
BFPW
814
BOK Financial Private Wealth
Colorado
$372K +$41.5K +239 +13%
BOTW
815
Bank of the West
California
$369K +$6.6K +38 +2%
VFA
816
Valeo Financial Advisors
Indiana
$369K +$36.5K +210 +11%
FIM
817
Freedom Investment Management
Connecticut
$367K +$4.87K +28 +1%
SWP
818
Stratos Wealth Partners
Ohio
$367K +$78.2K +450 +27%
CWC
819
Carolinas Wealth Consulting
North Carolina
$367K +$88K +506 +32%
JAG
820
Journey Advisory Group
Kentucky
$366K +$366K +2,105 New
DCM
821
Driehaus Capital Management
Illinois
$362K – – –
GL
822
Graypoint LLC
New York
$360K -$30.6K -176 -8%
MWA
823
Meridian Wealth Advisors
Texas
$355K +$522 +3 +0.1%
WCWM
824
Willow Creek Wealth Management
California
$353K – – –
EFA
825
Evernest Financial Advisors
Indiana
$353K +$353K +1,782 New
31 32
33
34 35