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Marsh & McLennan
MMC

Overview Fund Activity

999 hedge funds and large institutions have $63.3B invested in Marsh & McLennan in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 373 increasing their positions, 325 reducing their positions, and 70 closing their positions.

Holders
999
Holders Change
+28
Holders Change %
+2.88%
% of All Funds
17.44%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
108
Increased
373
Reduced
325
Closed
70
Calls
$77.3M
Puts
$55.6M
Net Calls
+$21.7M
Net Calls Change
+$23.5M

Top Buyers

1
Amundi
1
Amundi
France
$337M
2
LP
2
Longview Partners
Guernsey
$290M
3
JIM
3
Jensen Investment Management
Oregon
$167M
4
SIG
4
Senator Investment Group
New York
$118M
5
American Century Companies
5
American Century Companies
Missouri
$587M

Top Sellers

1
FPP
1
Findlay Park Partners
United Kingdom
$297M
2
BlackRock
2
BlackRock
New York
$5.58B
3
UBS Group
3
UBS Group
Switzerland
$484M
4
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$590M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.69B
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
1051
Valeo Financial Advisors
Indiana
– – -669 Closed
MF
1052
Manchester Financial
California
– – -668 Closed
PCIA
1053
Prime Capital Investment Advisors
Kansas
– – -331 Closed
SLF
1054
Sun Life Financial
Ontario, Canada
– – -301 Closed
MLFP
1055
MPS Loria Financial Planners
Illinois
– – -290 Closed
IAIM
1056
International Assets Investment Management
Florida
– – -245 Closed
FQ
1057
First Quadrant
California
– – -222 Closed
CAC
1058
Certified Advisory Corp
Florida
– – -220 Closed
APC
1059
Aspire Private Capital
North Carolina
– – -197 Closed
SSC
1060
Syverson Strege & Co
Iowa
– – -178 Closed
LF
1061
Lee Financial
Texas
– – -67 Closed
WCM
1062
Wealthcare Capital Management
Virginia
– – -53 Closed
TCM
1063
Tradewinds Capital Management
Washington
– – -53 Closed
MWM
1064
Mascoma Wealth Management
New Hampshire
– – -50 Closed
MWP
1065
Meridian Wealth Partners
Pennsylvania
– – -49 Closed
HR
1066
Howe & Rusling
New York
– – -48 Closed
VBCG
1067
Valley Brook Capital Group
Pennsylvania
– – -32 Closed
CWM
1068
Cranbrook Wealth Management
Michigan
– – -26 Closed
APWA
1069
Atlas Private Wealth Advisors
New Jersey
– – -14 Closed
HF
1070
Halpern Financial
Virginia
– – -7 Closed
WP
1071
WealthShield Partners
North Carolina
– – -6 Closed
OCM
1072
Oribel Capital Management
New York
– – – –
MS
1073
Maven Securities
Jersey
– – – –
BFM
1074
Boothbay Fund Management
New York
– – – –
HI
1075
HBK Investments
Texas
– – – –
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