MMC icon

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 %
LSA
901
Lion Street Advisors
Texas
$273K -$522 -3 -0.2%
MCM
902
Manchester Capital Management
Vermont
$271K – – –
B
903
Bailard
California
$270K – – –
JC
904
JB Capital
Connecticut
$270K +$270K +1,552 New
FF
905
FourThought Financial
Florida
$269K -$24.8K -143 -8%
DA
906
Dillon & Associates
Michigan
$269K – – –
YIA
907
YHB Investment Advisors
Connecticut
$264K -$10.4K -60 -4%
PP
908
PFS Partners
New Jersey
$263K +$263K +1,514 New
DWM
909
Dakota Wealth Management
Florida
$263K +$2.97K +17 +1%
NFC
910
Northeast Financial Consultants
Connecticut
$262K -$7.81K -45 -3%
T
911
TOBAM
France
$261K -$40.5K -233 -13%
MAM
912
Magellan Asset Management
Australia
$259K +$46.1K +265 +22%
TAIM
913
TD Ameritrade Investment Management
Nebraska
$258K +$130K +749 +102%
MPI
914
Mairs & Power Inc
Minnesota
$258K +$258K +1,484 New
PP
915
Patron Partners
Texas
$257K -$347 -2 -0.1%
SMA
916
Sage Mountain Advisors
Georgia
$256K +$21.6K +124 +9%
CCG
917
Cypress Capital Group
Florida
$253K -$126K -726 -33%
TTWM
918
TCV Trust & Wealth Management
Virginia
$252K +$3.3K +19 +1%
AAS
919
Avantax Advisory Services
Texas
$250K -$70.7K -407 -22%
CCA
920
Childress Capital Advisors
Texas
$247K +$6.08K +35 +3%
RWM
921
Ritholtz Wealth Management
New York
$247K +$247K +1,422 New
MC
922
Middleton & Co
Massachusetts
$245K – – –
OL
923
Optas LLC
Texas
$245K +$3.31K +19 +1%
MMA
924
Miracle Mile Advisors
California
$245K +$245K +1,410 New
VFA
925
Voya Financial Advisors
Connecticut
$244K -$3.82K -22 -2%
35 36
37
38 39