MMC icon

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 %
HWM
976
HighMark Wealth Management
Minnesota
$47K 308 – –
TF
977
TimeScale Financial
Massachusetts
$46K 305 – –
AA
978
Addison Advisors
Vermont
$45K 297 – –
DAC
979
Dividend Assets Capital
South Carolina
$45K 300 – –
EW
980
Evoke Wealth
California
$44K 294 -18 -6%
JFGIW
981
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K 278 – –
CTB
982
Country Trust Bank
Illinois
$42K 277 +77 +39%
TIM
983
Tortoise Investment Management
New York
$39K 260 – –
GLLW
984
Graves Light Lenhart Wealth
Virginia
$38K 254 – –
TFS
985
TrustCore Financial Services
Tennessee
$37K 245 +31 +14%
NFSG
986
Newbridge Financial Services Group
Florida
$36K 238 +5 +2%
BIA
987
Bell Investment Advisors
California
$36K 239 +239 New
PSB
988
Piscataqua Savings Bank
New Hampshire
$35K 229 – –
HFM
989
Harvest Fund Management
China
$34K 228 +228 New
EARNEST Partners
990
EARNEST Partners
Georgia
$33K 220 – –
PCH
991
PGIM Custom Harvest
New Jersey
$32K 726 – –
ST
992
Sageworth Trust
Pennsylvania
$31K 208 -2,485 -92%
IRC
993
Investors Research Corp
Georgia
$31K 207 -21 -9%
SIM
994
Sonora Investment Management
Arizona
$31K 205 +53 +35%
MGIM
995
M&G Investment Management
United Kingdom
$30.2K 200,182 +84,081 +72%
FBT
996
First Bank & Trust
South Dakota
$30K 201 -140 -41%
MHR
997
Matthew Hamilton Rosenberg
$29K 191 +83 +77%
ACA
998
Atlas Capital Advisors
Wyoming
$28K 185 – –
TFIPS
999
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.3K 180 -190 -51%
Nisa Investment Advisors
1000
Nisa Investment Advisors
Missouri
$27K 178,351 -1,600 -0.9%
38 39
40
41 42