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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 %
HWMA
876
Heritage Wealth Management (Arizona)
Arizona
$229K 1,509 +150 +11%
CFAM
877
Center For Asset Management
Florida
$229K 1,515 +1,515 New
SWP
878
Strategic Wealth Partners
Ohio
$227K 1,499 +1,499 New
DWM
879
Dakota Wealth Management
Florida
$226K 1,491 +1,491 New
HPWM
880
Highland Private Wealth Management
Washington
$225K 1,489 +1,489 New
PP
881
Patron Partners
Texas
$224K 1,482 -20 -1%
VFA
882
Voya Financial Advisors
Connecticut
$221K 1,429 -301 -17%
WA
883
Waverly Advisors
Alabama
$220K 1,335 +1,335 New
TTWM
884
TCV Trust & Wealth Management
Virginia
$217K 1,432 +1,432 New
PWM
885
Perigon Wealth Management
California
$215K 1,417 +1,417 New
CBFP
886
Cedar Brook Financial Partners
Ohio
$214K 1,412 -148 -9%
MC
887
Middleton & Co
Massachusetts
$214K 1,410 +1,410 New
JIC
888
Joel Isaacson & Co
New York
$212K 1,401 +1,401 New
MA
889
MUFG Americas
New York
$210K 1,390 +522 +60%
CCA
890
Childress Capital Advisors
Texas
$210K 1,388 +1,388 New
OL
891
Optas LLC
Texas
$210K 1,389 +1,389 New
NED
892
Nancy E. Dempze
$210K 1,390 +1,390 New
SWM
893
Spire Wealth Management
Virginia
$209K 1,378 +36 +3%
KFC
894
Klingenstein Fields & Co
New York
$207K 1,370 +1,370 New
BL
895
Balentine LLC
Georgia
$206K 1,360 +1,360 New
WFA
896
WestHill Financial Advisors
California
$206K 1,361 +1,361 New
EFS
897
Essex Financial Services
Connecticut
$205K 1,357 -448 -25%
DWA
898
Douglass Winthrop Advisors
New York
$205K 1,351 +1,351 New
MC
899
Machina Capital
France
$205K 1,357 +1,357 New
SMA
900
Sage Mountain Advisors
Georgia
$204K 1,348 +1,348 New
34 35
36
37 38