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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 %
NC
1001
NewSquare Capital
Pennsylvania
$27K 177 – –
GWSG
1002
GPS Wealth Strategies Group
Colorado
$27K 175 – –
SIS
1003
Sound Income Strategies
Florida
$27K 179 +179 New
TWA
1004
TCI Wealth Advisors
Arizona
$26K 172 +27 +19%
AWA
1005
Arkadios Wealth Advisors
Georgia
$25K 166 -28 -14%
HDIM
1006
Hanson & Doremus Investment Management
Vermont
$25K 163 – –
CH
1007
Canton Hathaway
Rhode Island
$25K 164 +164 New
BBHC
1008
Brown Brothers Harriman & Co
New York
$23.9K 157,512 -10,387 -6%
RA
1009
Resolute Advisors
California
$23K 149 – –
ADL
1010
Asset Dedication LLC
California
$22K 145 +83 +134%
HA
1011
Herold Advisors
New York
$22K 150 +150 New
MCM
1012
MV Capital Management
Maryland
$21K 138 +58 +73%
BWA
1013
BDO Wealth Advisors
Florida
$20K 134 – –
CQS
1014
Credential Qtrade Securities
$18.3K 121 – –
OC
1015
Oakworth Capital
Alabama
$18K 118 – –
MRCM
1016
M&R Capital Management
New Jersey
$17K 114 – –
JWM
1017
Janiczek Wealth Management
Colorado
$17K 109 +14 +15%
ETC
1018
Exchange Traded Concepts
Oklahoma
$16K 108 -10 -8%
FFC
1019
First Financial Corp
Indiana
$16K 103 – –
Capstone Investment Advisors
1020
Capstone Investment Advisors
New York
$16K 106 +106 New
NC
1021
Nicholas Company
Wisconsin
$15K 100 – –
SCA
1022
Stuart Chaussee & Associates
California
$15K 97 – –
DWMG
1023
DB Wealth Management Group
California
$15K 96 – –
JFA
1024
JNBA Financial Advisors
Minnesota
$15K 100 – –
CAL
1025
Capital Analysts LLC
Pennsylvania
$15K 101 +1 +1%
39 40
41
42 43