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.

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 Market Value Shares Shares
Change 		Shares
Change %
LA
951
LVW Advisors
New York
$221K 1,273 +1,273 New
SB
952
Sunflower Bank
Texas
$220K 1,263 +1,263 New
DHFB
953
Dixon Hubard Feinour & Brown
Virginia
$219K 1,259 +1,259 New
OWP
954
Obermeyer Wealth Partners
Colorado
$217K 1,250 +1,250 New
CPO
955
Cerity Partners OCIO
New York
$216K 1,241 +1,241 New
BOPW
956
Brandywine Oak Private Wealth
Pennsylvania
$214K 1,233 -286 -19%
DU
957
Delphia (USA)
Ontario, Canada
$214K 1,230 +1,230 New
DAS
958
Dynamic Advisor Solutions
Arizona
$214K 1,232 +1,232 New
AWM
959
Axxcess Wealth Management
California
$214K 1,233 +1,233 New
BIM
960
Bridges Investment Management
Nebraska
$212K 1,218 -411 -25%
RPC
961
Rossmore Private Capital
Connecticut
$211K 1,213 +1,213 New
CIA
962
Choate Investment Advisors
Massachusetts
$211K 1,213 +1,213 New
NJBEST
963
New Jersey Better Educational Savings Trust
New Jersey
$209K 1,200 +1,200 New
PIM
964
Perpetual Investment Management
Australia
$209K 1,200 +1,200 New
FIM
965
Fernwood Investment Management
Massachusetts
$209K 1,200 +1,200 New
MRWM
966
ML&R Wealth Management
Texas
$209K 1,200 +1,200 New
TFS
967
Thoroughbred Financial Services
Tennessee
$209K 1,207 +1,207 New
SFA
968
Sequoia Financial Advisors
Ohio
$208K 1,197 +1,197 New
MM
969
MQS Management
New York
$207K 1,193 +1,193 New
SGI
970
Summit Global Investments
Utah
$206K 1,184 +1,184 New
BONST
971
Bank of Nova Scotia Trust
Ontario, Canada
$206K 1,185 +1,185 New
APP
972
Avantax Planning Partners
Iowa
$206K 1,186 +1,186 New
DWM
973
Doyle Wealth Management
Florida
$205K 1,178 +1,178 New
VC
974
Veracity Capital
Georgia
$204K 1,176 +1,176 New
LPIC
975
LeJeune Puetz Investment Counsel
Michigan
$203K 1,168 – –
37 38
39
40 41