MMC icon

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
Amundi
1
Amundi
France
$337M
2
LP
2
Longview Partners
Guernsey
$290M
3
JIM
3
Jensen Investment Management
Oregon
$167M
4
SIG
4
Senator Investment Group
New York
$118M
5
American Century Companies
5
American Century Companies
Missouri
$587M

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 %
JGIA
901
Jackson Grant Investment Advisers
Connecticut
$61K 436 +2 +0.5%
FHC
902
First Horizon Corporation
Tennessee
$60K 429 – –
PFGIA
903
Patriot Financial Group Insurance Agency
Massachusetts
$60K 423 +160 +61%
GEA
904
Glen Eagle Advisors
New Jersey
$59.8K 425 – –
SB
905
Strategic Blueprint
Georgia
$59K 418 +418 New
GAM
906
Gemmer Asset Management
California
$57K 406 – –
EIP
907
Ellis Investment Partners
Pennsylvania
$57K 406 – –
AWM
908
Avior Wealth Management
Nebraska
$57K 406 +1 +0.2%
SSB
909
Sandy Spring Bank
Maryland
$56K 400 -582 -59%
RTC
910
Riverview Trust Company
Washington
$56K 400 – –
VCM
911
Versant Capital Management
Arizona
$56K 397 – –
TFIPS
912
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.1K 370 +170 +85%
EFSCE
913
Enterprise Financial Services Corp (EFSC)
Missouri
$51K 359 – –
SCM
914
Silvant Capital Management
Georgia
$50K 358 – –
TFO
915
Tarbox Family Office
California
$49K 348 – –
FBT
916
First Bank & Trust
South Dakota
$48K 341 – –
MFA
917
McClarren Financial Advisors
Pennsylvania
$46K 328 – –
CP
918
Castleview Partners
Texas
$45K 317 +317 New
EW
919
Evoke Wealth
California
$44K 312 -52 -14%
TF
920
TimeScale Financial
Massachusetts
$43K 305 +1 +0.3%
HWM
921
HighMark Wealth Management
Minnesota
$43K 308 +2 +0.7%
DAC
922
Dividend Assets Capital
South Carolina
$42K 300 – –
AA
923
Addison Advisors
Vermont
$42K 297 +297 New
JFGIW
924
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K 278 – –
EWA
925
Evolution Wealth Advisors
Florida
$37K 261 -3 -1%
35 36
37
38 39