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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
1
BlackRock
New York
$7.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.39B
3
Ameriprise
3
Ameriprise
Minnesota
$1.42B
4
Morgan Stanley
4
Morgan Stanley
New York
$540M
5
State Street
5
State Street
Massachusetts
$4.17B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.35B
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$70.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.87B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.37B
5
UBS AM
5
UBS AM
Illinois
$991M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
876
Resources Management Corp
Connecticut
$306K -$6.96K -40 -2%
CG
877
Colony Group
Massachusetts
$305K +$305K +1,756 New
AMR
878
Asset Management Resources
Massachusetts
$305K +$305K +1,757 New
WMA
879
Wealth Management Associates
New Jersey
$305K +$17.4K +100 +6%
IBOK
880
Independence Bank of Kentucky
Kentucky
$302K -$41.7K -240 -12%
CCP
881
Clarkston Capital Partners
Michigan
$300K – – –
FA
882
Fermata Advisors
California
$300K +$15.2K +87 +5%
WANY
883
Wealthspire Advisors (New York)
New York
$299K -$1.54M -8,828 -84%
IWC
884
Integrated Wealth Concepts
Massachusetts
$298K -$5.9K -34 -2%
BC
885
Bridgefront Capital
Texas
$297K -$110K -632 -27%
BFM
886
Boston Financial Management
Massachusetts
$296K +$1.04K +6 +0.4%
DI
887
Diligent Investors
California
$295K – – –
AC
888
Asio Capital
Kentucky
$295K – – –
AAMC
889
Asset Allocation & Management Company
Illinois
$295K +$295K +1,700 New
FHB
890
First Hawaiian Bank
Hawaii
$293K -$40.2K -231 -12%
KC
891
Kinloch Capital
Virginia
$291K – – –
AP
892
Appleton Partners
Massachusetts
$285K +$15.8K +91 +6%
SPC
893
Sigma Planning Corp
Michigan
$284K +$174 +1 +0.1%
WB
894
WesBanco Bank
West Virginia
$282K -$66.4K -382 -19%
MSFP
895
Mark Sheptoff Financial Planning
Connecticut
$280K +$1.57K +9 +0.6%
PHAM
896
Palisades Hudson Asset Management
Florida
$279K +$4.86K +28 +2%
CM
897
Capital Management
Virginia
$278K – – –
CAM
898
Carret Asset Management
New York
$275K – – –
SWP
899
Strategic Wealth Partners
Ohio
$275K +$14.8K +85 +6%
HPWM
900
Highland Private Wealth Management
Washington
$274K +$15.5K +89 +6%
34 35
36
37 38