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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 %
CTC
926
Central Trust Company
Missouri
$128K 847 – –
KFS
927
Kelly Financial Services
Massachusetts
$123K 815 -113,839 -99%
WB
928
Webster Bank
Connecticut
$123K 811 +14 +2%
PWMG
929
Prestige Wealth Management Group
New Jersey
$121K 795 +150 +23%
CPC
930
Consolidated Planning Corp
Georgia
$118K 777 +777 New
NO
931
Ninety One
South Africa
$117K 761 +292 +62%
BCM
932
Bourgeon Capital Management
Connecticut
$116K 765 – –
VC
933
Vestor Capital
Illinois
$113K 749 – –
Jones Financial Companies
934
Jones Financial Companies
Missouri
$108K 710 – –
TFGT
935
TS Financial Group (TSFG)
Illinois
$104K 689 – –
PFBT
936
Parkside Financial Bank & Trust
Missouri
$104K 687 +150 +28%
TF
937
Tompkins Financial
New York
$98K 649 +649 New
BWL
938
Bogart Wealth LLC
Virginia
$95K 626 +101 +19%
ARIS
939
Advanced Research Investment Solutions
California
$91.2K 602 +602 New
TAIM
940
TD Ameritrade Investment Management
Nebraska
$84K 734 -268 -27%
First Manhattan
941
First Manhattan
New York
$80K 534 – –
JCM
942
Jacobi Capital Management
Pennsylvania
$79K 521 +21 +4%
AS
943
Altshuler Shaham
Israel
$78K 514 -67 -12%
PCTC
944
Perkins Coie Trust Company
Washington
$78K 513 – –
SNT
945
Security National Trust
West Virginia
$77K 545 – –
SOW
946
State of Wyoming
Wyoming
$77K 510 +345 +209%
SC
947
Solstein Capital
California
$76K 503 – –
PAI
948
Pittenger & Anderson Inc
Nebraska
$76K 500 – –
NFG
949
Next Financial Group
Texas
$76K 503 +324 +181%
FAM
950
Fred Alger Management
New York
$74K 490 +321 +190%
36 37
38
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