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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 %
FMB
1026
Field & Main Bank
Kentucky
$15K 100 +100 New
KIG
1027
Kowal Investment Group
Wisconsin
$13K 83 +83 New
Loomis, Sayles & Company
1028
Loomis, Sayles & Company
Massachusetts
$13K 89 +89 New
AIM
1029
Arcadia Investment Management
Michigan
$11K 74 – –
GG
1030
Gleason Group
Kentucky
$11K 72 – –
CHA
1031
Carmichael Hill & Associates
Maryland
$11K 70 – –
LWM
1032
Liberty Wealth Management
California
$11K 72 +14 +24%
TJHA
1033
Thomas J. Herzfeld Advisors
Florida
$10K 68 – –
FMP
1034
Financial Management Professionals
Texas
$10K 65 – –
AAP
1035
Arax Advisory Partners
Colorado
$10K 65 +65 New
SIC
1036
Salem Investment Counselors
North Carolina
$9K 60 – –
CYG
1037
Clean Yield Group
Vermont
$9K 60 – –
SGAM
1038
Smith Group Asset Management
Texas
$9K 58 +4 +7%
HWM
1039
Holloway Wealth Management
Florida
– – – –
BMD
1040
Better Money Decisions
New Mexico
$8K 53 – –
MWM
1041
Mascoma Wealth Management
New Hampshire
$8K 50 +50 New
TCWA
1042
Ten Capital Wealth Advisors
Washington
$7K 46 – –
ACM
1043
AUA Capital Management
Pennsylvania
$7K 47 – –
AP
1044
Atwood & Palmer
Missouri
$6K 39 -36 -48%
FWM
1045
Focused Wealth Management
New York
$6K 37 – –
MA
1046
MCF Advisors
Kentucky
$6K 40 +40 New
RTL
1047
Red Tortoise LLC
Georgia
$6K 43 +43 New
UFF
1048
USA Financial Formulas
Michigan
$5K 33 – –
LWANC
1049
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 30 – –
TFA
1050
Toth Financial Advisory
Virginia
$5K 30 +30 New
40 41
42
43 44