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Marsh & McLennan
MMC

Overview Fund Activity

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$237M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$644M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.15B
4
Norges Bank
Norges Bank
Norway
$410M
5
State Street
State Street
Massachusetts
$2.82B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$109M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Wells Fargo
Wells Fargo
California
$279M
5
Allianz Asset Management
Allianz Asset Management
Germany
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
1026
Asahi Life Asset Management
Japan
– -$205K -1,750 Closed
NAG
1027
Northstar Advisory Group
New Jersey
– -$203K -1,736 Closed
HFM
1028
Harvest Fund Management
China
– -$196K -1,677 Closed
PWM
1029
Perigon Wealth Management
California
– -$189K -1,613 Closed
CWM
1030
Curi Wealth Management
North Carolina
– -$126K -1,084 Closed
MIM
1031
Merrion Investment Management
New Jersey
– -$121K -1,031 Closed
NIM
1032
NuWave Investment Management
New Jersey
– -$115K -985 Closed
AS
1033
Altshuler Shaham
Israel
– -$98K -834 Closed
VAIA
1034
Virtus Alternative Investment Advisers
Connecticut
– -$90K -765 Closed
ICP
1035
Interchange Capital Partners
Pennsylvania
– -$78K -673 Closed
RPWA
1036
Regent Peak Wealth Advisors
Georgia
– -$71K -606 Closed
CCA
1037
Childress Capital Advisors
Texas
– -$53K -449 Closed
CTFG
1038
Capstone Triton Financial Group
Oklahoma
– -$50K -431 Closed
CCC
1039
Crescent Capital Consulting
Louisiana
– -$47K -400 Closed
ST
1040
Sageworth Trust
Pennsylvania
– -$26K -218 Closed
VCG
1041
Vantage Consulting Group
Virginia
– -$22K -184 Closed
AIL
1042
AGF Investments LLC
Ontario, Canada
– -$14K -121 Closed
KPCM
1043
Kings Point Capital Management
New York
– -$13K -108 Closed
CL
1044
COWA LLC
Oklahoma
– -$11K -100 Closed
HFS
1045
Hantz Financial Services
Michigan
– -$11K -98 Closed
TFS
1046
TrustCore Financial Services
Tennessee
– -$11K -95 Closed
M
1047
MOTCO
Texas
– -$8K -68 Closed
TIAM2
1048
Tru Independence Asset Management 2
Oregon
– -$7K -58 Closed
JWA
1049
JFS Wealth Advisors
Pennsylvania
– -$7K -57 Closed
HIM
1050
Hillsdale Investment Management
Ontario, Canada
– -$6K -55 Closed
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