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Marsh & McLennan
MMC

Overview Fund Activity

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$237M
2
BlackRock
BlackRock
New York
+$103M
3
ClearBridge Investments
ClearBridge Investments
New York
+$99.3M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$98M
5
Goldman Sachs
Goldman Sachs
New York
+$96.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.03B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$272M
3
Primecap Management
Primecap Management
California
-$195M
4
First Trust Advisors
First Trust Advisors
Illinois
-$156M
5
Amundi
Amundi
France
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
276
Osaic Holdings
Arizona
$11.2M +$596K +3,988 +6%
MAM
277
Meeder Asset Management
Ohio
$11.1M +$232K +1,554 +2%
Creative Planning
278
Creative Planning
Kansas
$11M -$166K -1,114 -1%
COPPSERS
279
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.9M -$13.1K -88 -0.1%
SWM
280
Segment Wealth Management
Texas
$10.7M +$197K +1,318 +2%
CIC
281
Cutler Investment Counsel
Oregon
$10.7M -$24.3K -163 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
282
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.6M +$2.01M +13,494 +24%
TPSF
283
Texas Permanent School Fund
Texas
$10.5M +$644K +4,313 +7%
VanEck Associates
284
VanEck Associates
New York
$10.4M +$611K +4,091 +6%
MOACM
285
Mutual of America Capital Management
New York
$10.3M +$97.9K +656 +1%
Vontobel Holding
286
Vontobel Holding
Switzerland
$10.3M +$8.03M +53,280 +358%
JPMPWA
287
J.P. Morgan Private Wealth Advisors
California
$10.1M +$1.68M +11,238 +20%
FGP
288
Foyston, Gordon, & Payne
Ontario, Canada
$9.79M +$2.13M +14,286 +28%
LCS
289
Levin Capital Strategies
New York
$9.75M – – –
Bank Julius Baer & Co
290
Bank Julius Baer & Co
Switzerland
$9.68M -$2.33M -15,574 -19%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$9.48M +$26.6K +178 +0.3%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$9.29M +$4.13M +27,676 +80%
FAB
293
First American Bank
Illinois
$9.23M +$318K +2,131 +4%
CI Investments Inc
294
CI Investments Inc
Ontario, Canada
$9.07M +$8.34M +55,843 +1,138%
CVSCT
295
C.V. Starr & Co Trust
New York
$8.96M – – –
CM
296
Crestline Management
Texas
$8.96M +$8.96M +60,000 New
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$8.93M -$315K -2,111 -3%
CWM
298
Calamos Wealth Management
Illinois
$8.81M +$292K +1,954 +3%
Wealthfront Advisers
299
Wealthfront Advisers
California
$8.8M +$1.9M +12,760 +28%
SC
300
Scotia Capital
Ontario, Canada
$8.79M +$447K +2,992 +5%
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