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Marsh & McLennan
MMC

Overview Fund Activity

999 hedge funds and large institutions have $63.3B invested in Marsh & McLennan in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 373 increasing their positions, 325 reducing their positions, and 70 closing their positions.

Holders
999
Holders Change
+28
Holders Change %
+2.88%
% of All Funds
17.44%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
108
Increased
373
Reduced
325
Closed
70
Calls
$77.3M
Puts
$55.6M
Net Calls
+$21.7M
Net Calls Change
+$23.5M

Top Buyers

1
Amundi
1
Amundi
France
$337M
2
LP
2
Longview Partners
Guernsey
$290M
3
JIM
3
Jensen Investment Management
Oregon
$167M
4
SIG
4
Senator Investment Group
New York
$118M
5
American Century Companies
5
American Century Companies
Missouri
$587M

Top Sellers

1
FPP
1
Findlay Park Partners
United Kingdom
$297M
2
BlackRock
2
BlackRock
New York
$5.58B
3
UBS Group
3
UBS Group
Switzerland
$484M
4
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$590M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.69B
Name Market Value Shares Shares
Change 		Shares
Change %
SGAM
976
Smith Group Asset Management
Texas
$8K 54 -12 -18%
SIC
977
Salem Investment Counselors
North Carolina
$8K 60 – –
LWM
978
Liberty Wealth Management
California
$8K 58 – –
PGWM
979
Parisi Gray Wealth Management
New Jersey
$8K 55 +55 New
CYG
980
Clean Yield Group
Vermont
$8K 60 +60 New
BMD
981
Better Money Decisions
New Mexico
$7K 53 – –
ACM
982
AUA Capital Management
Pennsylvania
$7K 47 – –
HWM
983
Holloway Wealth Management
Florida
– – – –
TCWA
984
Ten Capital Wealth Advisors
Washington
$6K 46 +46 New
FWM
985
Focused Wealth Management
New York
$5K 37 – –
UFF
986
USA Financial Formulas
Michigan
$5K 33 +9 +38%
FFG
987
Ford Financial Group
California
$5K 40 +40 New
LWANC
988
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K 30 – –
TLFA
989
True Link Financial Advisors
California
$4K 28 +28 New
TFM
990
TFC Financial Management
Massachusetts
$3K 20 -142 -88%
TCOV
991
Trust Company of Vermont
Vermont
$3K 20 – –
SFO
992
Standard Family Office
South Dakota
$3K 21 – –
LIM
993
Longfellow Investment Management
Massachusetts
$3K 17 – –
Walleye Capital
994
Walleye Capital
New York
$2.18K 15,473 -347 -2%
LAS
995
Lloyd Advisory Services
Georgia
$2K 11 +11 New
AWMS
996
Advocacy Wealth Management Services
Georgia
$2K 12 +12 New
LWA
997
Lenox Wealth Advisors
New York
$1K 4 – –
BWM
998
Baystate Wealth Management
Massachusetts
$1K 10 – –
PI
999
PEAK6 Investments
Illinois
$1K 4 +4 New
WWM
1000
Wolff Wiese Magana
California
$1K 10 +10 New
38 39
40
41 42