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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 %
TAM
1126
Tucker Asset Management
Colorado
$8.15K 47 +47 New
TCWA
1127
Ten Capital Wealth Advisors
Washington
$8K 46 – –
ACM
1128
AUA Capital Management
Pennsylvania
$8K 47 – –
MAM
1129
Mystic Asset Management
Rhode Island
$8K 50 +50 New
FCG
1130
Financial Connections Group
California
$8K 51 +51 New
FWM
1131
Focused Wealth Management
New York
$7K 38 +1 +3%
SC
1132
SouthState Corp
Florida
$6K 32 +32 New
CAC
1133
Core Alternative Capital
Georgia
$6K 35 +35 New
HNWA
1134
Henrickson Nauta Wealth Advisors
Michigan
$6K 37 +37 New
Optiver Holding
1135
Optiver Holding
Netherlands
$5K 35 – –
TFA
1136
Toth Financial Advisory
Virginia
$5K 30 – –
LWANC
1137
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 30 – –
TLFA
1138
True Link Financial Advisors
California
$5K 28 – –
LWA
1139
Lenox Wealth Advisors
New York
$5K 28 +24 +600%
SCA
1140
Stonebridge Capital Advisors
Minnesota
$5K 27 +27 New
DHGWA
1141
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K 31 +31 New
BWM
1142
Baystate Wealth Management
Massachusetts
$4K 22 +12 +120%
FCB
1143
First Command Bank
Texas
$3K 20 – –
LIM
1144
Longfellow Investment Management
Massachusetts
$3K 17 – –
KFI
1145
Key Financial Inc
Pennsylvania
$3K 19 – –
FCFS
1146
First Command Financial Services
Texas
$3K 20 – –
TFM
1147
TFC Financial Management
Massachusetts
$3K 20 – –
SC
1148
Schubert & Co
Texas
$3K 19 +19 New
SFG
1149
Steward Financial Group
Texas
$3K 19 +19 New
RPCONE
1150
Retirement Planning Company of New England
Rhode Island
$3K 21 +21 New
44 45
46
47 48