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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 %
CWP
951
Concord Wealth Partners
Virginia
$73K 481 -444 -48%
LC
952
Lindbrook Capital
California
$73K 480 +18 +4%
CCA
953
Column Capital Advisors
Indiana
$69K 453 -56 -11%
FHA
954
First Horizon Advisors
Tennessee
$69K 464 +388 +511%
ICM
955
Islay Capital Management
Texas
$68K 450 – –
JGIA
956
Jackson Grant Investment Advisers
Connecticut
$66K 437 +1 +0.2%
GI
957
Gradient Investments
Minnesota
$65K 430 -9 -2%
EWA
958
Evolution Wealth Advisors
Florida
$65K 428 +167 +64%
GEA
959
Glen Eagle Advisors
New Jersey
$64.4K 425 – –
PFGIA
960
Patriot Financial Group Insurance Agency
Massachusetts
$64K 424 +1 +0.2%
EIP
961
Ellis Investment Partners
Pennsylvania
$61K 406 – –
GAM
962
Gemmer Asset Management
California
$61K 406 – –
RTC
963
Riverview Trust Company
Washington
$61K 400 – –
AWM
964
Avior Wealth Management
Nebraska
$61K 408 +2 +0.5%
KA
965
Kozak & Associates
Colorado
$58K 349 +349 New
VCM
966
Versant Capital Management
Arizona
$57K 378 -19 -5%
Koshinski Asset Management
967
Koshinski Asset Management
Illinois
$55.4K 366 +366 New
SBL
968
Sargent Bickham Lagudis
Colorado
$55K 362 +159 +78%
SCM
969
Silvant Capital Management
Georgia
$54K 358 – –
SSB
970
Sandy Spring Bank
Maryland
$53K 350 -50 -13%
TFO
971
Tarbox Family Office
California
$53K 348 – –
AF
972
Allworth Financial
California
$53K 349 +136 +64%
DOA
973
D'Orazio & Associates
Virginia
$52K 341 +341 New
BEI
974
Benjamin Edwards Inc
Missouri
$52K 343 +343 New
MFA
975
McClarren Financial Advisors
Pennsylvania
$49K 328 – –
37 38
39
40 41