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Marsh & McLennan
MMC

Overview Fund Activity

1,161 hedge funds and large institutions have $77B invested in Marsh & McLennan in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 358 reducing their positions, and 64 closing their positions.

Holders
1,161
Holders Change
+94
Holders Change %
+8.81%
% of All Funds
17.93%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
176
Increased
435
Reduced
358
Closed
64
Calls
$202M
Puts
$127M
Net Calls
+$74.6M
Net Calls Change
+$80.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$7.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.39B
3
Ameriprise
3
Ameriprise
Minnesota
$1.42B
4
Morgan Stanley
4
Morgan Stanley
New York
$540M
5
State Street
5
State Street
Massachusetts
$4.17B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.35B
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$70.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.87B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.37B
5
UBS AM
5
UBS AM
Illinois
$991M
Name Market Value Shares Shares
Change 		Shares
Change %
MRCM
1101
M&R Capital Management
New Jersey
$19K 114 – –
SIC
1102
SJS Investment Consulting
Ohio
$19K 112 +112 New
CFD
1103
Creative Financial Designs
Indiana
$18K 101 -1,916 -95%
CAL
1104
Capital Analysts LLC
Pennsylvania
$18K 101 – –
FFC
1105
First Financial Corp
Indiana
$18K 103 – –
AIM
1106
AHL Investment Management
Florida
$18K 104 +104 New
JFA
1107
JNBA Financial Advisors
Minnesota
$17K 100 – –
DWMG
1108
DB Wealth Management Group
California
$17K 96 – –
NC
1109
Nicholas Company
Wisconsin
$17K 100 – –
ACM
1110
Aquatic Capital Management
Illinois
$17K 100 +100 New
OC
1111
Oakworth Capital
Alabama
$15K 85 -33 -28%
WB
1112
West Bancorporation
Iowa
$15K 87 +87 New
SC
1113
Seldon Capital
California
$15K 88 +88 New
SC
1114
Sierra Capital
Florida
$14K 80 +80 New
GG
1115
Gleason Group
Kentucky
$13K 72 – –
AIM
1116
Arcadia Investment Management
Michigan
$13K 74 – –
AP
1117
Atwood & Palmer
Missouri
$13K 75 +36 +92%
TJHA
1118
Thomas J. Herzfeld Advisors
Florida
$12K 68 – –
CHA
1119
Carmichael Hill & Associates
Maryland
$12K 70 – –
FMP
1120
Financial Management Professionals
Texas
$11K 65 – –
RDFA
1121
Ritter Daniher Financial Advisory
Ohio
$11K 65 +65 New
SIC
1122
Salem Investment Counselors
North Carolina
$10K 60 – –
CYG
1123
Clean Yield Group
Vermont
$10K 60 – –
JWA
1124
JFS Wealth Advisors
Pennsylvania
$10K 59 +35 +146%
PCMC
1125
Paragon Capital Management (Colorado)
Colorado
$9K 50 +50 New
43 44
45
46 47