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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 %
CCMG
826
Clark Capital Management Group
Pennsylvania
$221K 1,569 +1,569 New
NEPPG
827
New England Professional Planning Group
Rhode Island
$220K 1,449 – –
BA
828
Bridgewater Associates
Connecticut
$220K 1,567 +1,567 New
B
829
Bailard
California
$219K 1,555 +1,555 New
NFC
830
Northeast Financial Consultants
Connecticut
$219K 1,555 +1,555 New
ABTD
831
Arvest Bank Trust Division
Oklahoma
$219K 1,557 +1,557 New
PCM
832
Pointe Capital Management
Michigan
$219K 1,559 +1,559 New
CBFP
833
Cedar Brook Financial Partners
Ohio
$219K 1,560 +1,560 New
SWP
834
Stratos Wealth Partners
Ohio
$218K 1,551 +1,551 New
RIM
835
Rockbridge Investment Management
New York
$217K 1,539 – –
DA
836
Dillon & Associates
Michigan
$215K 1,528 +1,528 New
HFG
837
Heron Financial Group
New York
$214K 1,519 +1,519 New
CT
838
Columbia Trust
Oregon
$214K 1,519 +1,519 New
PP
839
Patron Partners
Texas
$211K 1,502 -433 -22%
AWA
840
Aaron Wealth Advisors
Illinois
$210K 1,495 +1,495 New
BS
841
Banco Santander
Spain
$205K 1,458 +1,458 New
SB
842
Sunflower Bank
Texas
$201K 1,428 +1,428 New
BB
843
Busey Bank
Illinois
$200K 1,425 +1,425 New
M
844
Mirova
France
$198K 1,410 -226 -14%
PCH
845
Polar Capital Holdings
United Kingdom
$192K 1,362,288 -1,619 -0.1%
HWMA
846
Heritage Wealth Management (Arizona)
Arizona
$191K 1,359 -55 -4%
FMII
847
Farmers & Merchants Investments Inc
Nebraska
$190K 1,349 +71 +6%
SWM
848
Spire Wealth Management
Virginia
$189K 1,342 -511 -28%
HI
849
Harbour Investments
Wisconsin
$189K 1,340 +215 +19%
MPWT
850
MassMutual Private Wealth & Trust
Connecticut
$165K 1,172 -4 -0.3%
32 33
34
35 36