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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 %
LAS
1151
Lloyd Advisory Services
Georgia
$2K 11 – –
AWMS
1152
Advocacy Wealth Management Services
Georgia
$2K 12 – –
AA
1153
Ancora Advisors
Ohio
$2K 12 +12 New
AIP
1154
Ahrens Investment Partners
Louisiana
$2K 14 +14 New
FGAM
1155
Financial Gravity Asset Management
Texas
$1.56K 3,132 +3,123 +34,700%
WA
1156
WestEnd Advisors
North Carolina
$1.04K 6 +6 New
CCM
1157
Cribstone Capital Management
Maine
$1K 8 – –
CAL
1158
Capital Advisors Ltd
Ohio
$1K 5 +5 New
LF
1159
Lee Financial
Texas
$1K 5 +5 New
CP
1160
Castleview Partners
Texas
$321 55,796 +55,796 New
RTC
1161
Riverview Trust Company
Washington
$70 400 – –
FFG
1162
Ford Financial Group
California
$3 20 +20 New
SIG
1163
Senator Investment Group
New York
– – -690,000 Closed
ACI
1164
AMP Capital Investors
Australia
– – -141,283 Closed
SAM
1165
Sawgrass Asset Management
Florida
– – -123,588 Closed
Two Sigma Investments
1166
Two Sigma Investments
New York
– – -108,875 Closed
Parallax Volatility Advisers
1167
Parallax Volatility Advisers
California
– – -64,938 Closed
OCAM
1168
Onex Canada Asset Management
Ontario, Canada
– – -45,179 Closed
AIM
1169
Achmea Investment Management
Netherlands
– – -36,359 Closed
Simplex Trading
1170
Simplex Trading
Illinois
– – -30,377 Closed
DCP
1171
Distillate Capital Partners
Illinois
– – -25,467 Closed
TI
1172
Trexquant Investment
Connecticut
– – -18,859 Closed
PHK
1173
Point72 Hong Kong
Hong Kong
– – -15,706 Closed
SM
1174
Sciencast Management
New Jersey
– – -14,645 Closed
YIH
1175
Y-Intercept (HK)
Hong Kong
– – -13,476 Closed
45 46
47
48 49