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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.

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
1
Longview Partners
Guernsey
$722M
2
Goldman Sachs
2
Goldman Sachs
New York
$880M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.82B
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$365M
5
Wells Fargo
5
Wells Fargo
California
$465M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.24B
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$415M
3
Capital International Investors
3
Capital International Investors
California
$3.12B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$819M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$269M
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
851
Bridges Investment Management
Nebraska
$247K 1,629 -376 -19%
CWC
852
Carolinas Wealth Consulting
North Carolina
$243K 1,605 -852 -35%
CCMG
853
Clark Capital Management Group
Pennsylvania
$243K 1,606 +37 +2%
NEPPG
854
New England Professional Planning Group
Rhode Island
$242K 1,449 – –
MSFP
855
Mark Sheptoff Financial Planning
Connecticut
$242K 1,600 – –
CM
856
Capital Management
Virginia
$242K 1,597 +17 +1%
Q
857
QVR
California
$242K 1,601 +1,601 New
CAM
858
Carret Asset Management
New York
$239K 1,580 -20 -1%
YIA
859
YHB Investment Advisors
Connecticut
$239K 1,580 -2 -0.1%
PHAM
860
Palisades Hudson Asset Management
Florida
$239K 1,579 – –
DI
861
Diligent Investors
California
$239K 1,700 – –
HI
862
Harbour Investments
Wisconsin
$238K 1,573 +233 +17%
LSA
863
Lion Street Advisors
Texas
$238K 1,572 +1,572 New
GA
864
Gateway Advisory
New Jersey
$238K 1,572 +1,572 New
MCM
865
Manchester Capital Management
Vermont
$236K 1,557 -11 -0.7%
AP
866
Appleton Partners
Massachusetts
$235K 1,550 -254 -14%
B
867
Bailard
California
$235K 1,555 – –
NFC
868
Northeast Financial Consultants
Connecticut
$235K 1,555 – –
DA
869
Dillon & Associates
Michigan
$234K 1,548 +20 +1%
M
870
Mirova
France
$234K 1,547 +137 +10%
RIM
871
Rockbridge Investment Management
New York
$233K 1,539 – –
BOPW
872
Brandywine Oak Private Wealth
Pennsylvania
$230K 1,519 -144 -9%
HFG
873
Heron Financial Group
New York
$230K 1,519 – –
GVAG
874
Great Valley Advisor Group
Delaware
$230K 1,518 +1,518 New
CT
875
Columbia Trust
Oregon
$229K 1,513 -6 -0.4%
33 34
35
36 37