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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 %
TSS
1201
Two Sigma Securities
New York
– – -1,648 Closed
Q
1202
QVR
California
– – -1,601 Closed
GA
1203
Gateway Advisory
New Jersey
– – -1,572 Closed
WA
1204
Waverly Advisors
Alabama
– – -1,335 Closed
CPC
1205
Consolidated Planning Corp
Georgia
– – -777 Closed
JCM
1206
Jacobi Capital Management
Pennsylvania
– – -521 Closed
EWA
1207
Evolution Wealth Advisors
Florida
– – -428 Closed
DOA
1208
D'Orazio & Associates
Virginia
– – -341 Closed
GWSG
1209
GPS Wealth Strategies Group
Colorado
– – -175 Closed
AWA
1210
Arkadios Wealth Advisors
Georgia
– – -166 Closed
HA
1211
Herold Advisors
New York
– – -150 Closed
RA
1212
Resolute Advisors
California
– – -149 Closed
Capstone Investment Advisors
1213
Capstone Investment Advisors
New York
– – -106 Closed
FMB
1214
Field & Main Bank
Kentucky
– – -100 Closed
Loomis, Sayles & Company
1215
Loomis, Sayles & Company
Massachusetts
– – -89 Closed
KIG
1216
Kowal Investment Group
Wisconsin
– – -83 Closed
LWM
1217
Liberty Wealth Management
California
– – -72 Closed
AAP
1218
Arax Advisory Partners
Colorado
– – -65 Closed
BMD
1219
Better Money Decisions
New Mexico
– – -53 Closed
RTL
1220
Red Tortoise LLC
Georgia
– – -43 Closed
MA
1221
MCF Advisors
Kentucky
– – -40 Closed
CFA
1222
Cahill Financial Advisors
Minnesota
– – -36 Closed
CWM
1223
Cranbrook Wealth Management
Michigan
– – -25 Closed
MG
1224
MilWealth Group
Wisconsin
– – -16 Closed
CI
1225
Cordant Inc
Oregon
– – -10 Closed
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