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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 %
CPA
901
Court Place Advisors
Maryland
$204K 1,350 +1,350 New
RHJA
902
Rice Hall James & Associates
California
$204K 1,350 +1,350 New
ABTD
903
Arvest Bank Trust Division
Oklahoma
$203K 1,341 -216 -14%
FMII
904
Farmers & Merchants Investments Inc
Nebraska
$194K 1,283 -66 -5%
MAM
905
Magellan Asset Management
Australia
$185K 1,224 +341 +39%
AII
906
AGF Investments Inc
Ontario, Canada
$182K 1,200 -24,937 -95%
PCH
907
Polar Capital Holdings
United Kingdom
$182K 1,200,500 -161,788 -12%
LPIC
908
LeJeune Puetz Investment Counsel
Michigan
$177K 1,168 +1,168 New
HIA
909
Harbor Investment Advisory
Maryland
$172K 1,134 – –
PCG
910
Private Capital Group
Connecticut
$170K 1,120 – –
EBA
911
Eagle Bay Advisors
New York
$170K 1,118 +528 +89%
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$168K 1,109 -63 -5%
GC
913
Garde Capital
Washington
$162K 1,070 – –
CCM
914
Covington Capital Management
California
$162K 1,070 +3 +0.3%
IA
915
IFP Advisors
Florida
$162K 1,070 +17 +2%
FGAM
916
Financial Gravity Asset Management
Texas
$151K 9 – –
DWA
917
Dougherty Wealth Advisers
Minnesota
$149K 986 – –
PMFA
918
Plante Moran Financial Advisors
Michigan
$148K 976 +2 +0.2%
BWM
919
BerganKDV Wealth Management
Minnesota
$143K 947 – –
HCP
920
Hexagon Capital Partners
Arkansas
$141K 933 -4 -0.4%
BFC
921
Bedel Financial Consulting
Indiana
$141K 933 – –
GWM
922
Geneos Wealth Management
Colorado
$140K 914 – –
ARMC
923
American Research & Management Company
Massachusetts
$139K 916 – –
CFA
924
Carroll Financial Associates
North Carolina
$137K 908 +8 +0.9%
KLWA
925
Kelly Lawrence W & Associates
California
$136K 900 – –
35 36
37
38 39