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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 Market Value Shares Shares
Change 		Shares
Change %
TC
976
Telemus Capital
Michigan
$202K 1,160 +1,160 New
MA
977
Mutual Advisors
Nebraska
$201K 1,155 +1,155 New
MAP
978
Milestone Advisory Partners
North Carolina
$200K 1,150 +1,150 New
PMFA
979
Plante Moran Financial Advisors
Michigan
$199K 1,145 +169 +17%
PCG
980
Private Capital Group
Connecticut
$197K 1,131 +11 +1%
NFG
981
Next Financial Group
Texas
$190K 1,094 +591 +117%
CWM
982
Curi Wealth Management
North Carolina
$188K 1,083 +1,083 New
MPWT
983
MassMutual Private Wealth & Trust
Connecticut
$187K 1,078 -31 -3%
CCM
984
Covington Capital Management
California
$186K 1,070 – –
GC
985
Garde Capital
Washington
$186K 1,070 – –
PCH
986
Polar Capital Holdings
United Kingdom
$184K 1,060,000 -140,500 -12%
SCA
987
Snowden Capital Advisors
New York
$183K 1,054 -15,179 -94%
TC
988
TAP Consulting
Missouri
$178K 1,025 +1,025 New
IA
989
IFP Advisors
Florida
$175K 994 -76 -7%
CWP
990
Concord Wealth Partners
Virginia
$175K 1,006 +525 +109%
DWA
991
Dougherty Wealth Advisers
Minnesota
$171K 986 – –
ETC
992
Exchange Traded Concepts
Oklahoma
$171K 984 +876 +811%
BWM
993
BerganKDV Wealth Management
Minnesota
$165K 947 – –
AA
994
AlphaCentric Advisors
Puerto Rico
$165K 948 +948 New
BFC
995
Bedel Financial Consulting
Indiana
$164K 943 +10 +1%
CFA
996
Carroll Financial Associates
North Carolina
$163K 943 +35 +4%
HCP
997
Hexagon Capital Partners
Arkansas
$162K 933 – –
ARMC
998
American Research & Management Company
Massachusetts
$159K 916 – –
WTA
999
Washington Trust Advisors
Massachusetts
$157K 900 +900 New
KLWA
1000
Kelly Lawrence W & Associates
California
$156K 900 – –
38 39
40
41 42