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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 %
Optiver Holding
1051
Optiver Holding
Netherlands
$5K 35 +35 New
CFA
1052
Cahill Financial Advisors
Minnesota
$5K 36 +36 New
TLFA
1053
True Link Financial Advisors
California
$4K 28 – –
JWA
1054
JFS Wealth Advisors
Pennsylvania
$4K 24 +24 New
CWM
1055
Cranbrook Wealth Management
Michigan
$4K 25 +25 New
KFI
1056
Key Financial Inc
Pennsylvania
$3K 19 -594 -97%
LIM
1057
Longfellow Investment Management
Massachusetts
$3K 17 – –
TFM
1058
TFC Financial Management
Massachusetts
$3K 20 – –
GKWIM
1059
Gerber Kawasaki Wealth & Investment Management
California
$3K 3 +3 New
FCFS
1060
First Command Financial Services
Texas
$3K 20 +20 New
FCB
1061
First Command Bank
Texas
$3K 20 +20 New
MG
1062
MilWealth Group
Wisconsin
$2.42K 16 +16 New
BWM
1063
Baystate Wealth Management
Massachusetts
$2K 10 – –
AWMS
1064
Advocacy Wealth Management Services
Georgia
$2K 12 – –
LAS
1065
Lloyd Advisory Services
Georgia
$2K 11 – –
CI
1066
Cordant Inc
Oregon
$2K 10 +10 New
FWM
1067
Filbrandt Wealth Management
Wisconsin
$2K 14 +14 New
LWA
1068
Lenox Wealth Advisors
New York
$1K 4 – –
CCM
1069
Cribstone Capital Management
Maine
$1K 8 +8 New
CBT
1070
Capital Bank & Trust
California
– – -892,380 Closed
MP
1071
MSD Partners
New York
– – -240,499 Closed
Balyasny Asset Management
1072
Balyasny Asset Management
Illinois
– – -130,652 Closed
PFMOSF
1073
Philadelphia Financial Management of San Francisco
California
– – -87,637 Closed
GC
1074
Gillson Capital
Illinois
– – -83,240 Closed
E
1075
Ergoteles
New York
– – -79,300 Closed
41 42
43
44 45