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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.

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 %
JIC
926
Joel Isaacson & Co
New York
$244K – – –
CWP
927
Capital Wealth Planning
Florida
$243K +$243K +1,400 New
NEPPG
928
New England Professional Planning Group
Rhode Island
$239K – – –
KFC
929
Klingenstein Fields & Co
New York
$238K – – –
WFA
930
WestHill Financial Advisors
California
$237K – – –
NED
931
Nancy E. Dempze
$236K -$6.1K -35 -3%
EFS
932
Essex Financial Services
Connecticut
$236K -$174 -1 -0.1%
JSW
933
Journey Strategic Wealth
New Jersey
$236K +$236K +1,355 New
RHJA
934
Rice Hall James & Associates
California
$235K – – –
CPA
935
Court Place Advisors
Maryland
$235K – – –
DWA
936
Douglass Winthrop Advisors
New York
$235K – – –
AT
937
Arvest Trust
Oklahoma
$235K +$235K +1,350 New
FCBT
938
First Citizens Bank & Trust
North Carolina
$234K +$234K +1,344 New
Fisher Asset Management
939
Fisher Asset Management
Washington
$233K +$233K +1,337 New
JWCA
940
J.W. Cole Advisors
Florida
$230K +$230K +1,321 New
CT
941
Columbia Trust
Oregon
$229K – – –
RWM
942
RKL Wealth Management
Pennsylvania
$226K -$156K -900 -41%
AWA
943
Arete Wealth Advisors
Illinois
$226K +$226K +1,304 New
MFW
944
Meristem Family Wealth
Minnesota
$224K +$224K +1,286 New
HIA
945
Harbor Investment Advisory
Maryland
$223K +$25.7K +148 +13%
TCMP
946
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K -$66.9K -385 -23%
GVAG
947
Great Valley Advisor Group
Delaware
$222K -$12.2K -79 -5%
HFG
948
Heron Financial Group
New York
$222K -$11.5K -75 -5%
FMII
949
Farmers & Merchants Investments Inc
Nebraska
$222K -$869 -5 -0.4%
NPA
950
Nichols & Pratt Advisers
Massachusetts
$222K +$222K +1,277 New
36 37
38
39 40