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Marsh & McLennan
MMC

Overview Fund Activity

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.04B
2
ClearBridge Investments
ClearBridge Investments
New York
$540M
3
BlackRock
BlackRock
New York
$7.14B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.52B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$72.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.2B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$533M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84M
5
Goldman Sachs
Goldman Sachs
New York
$698M
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
276
JLB & Associates
Michigan
$13M -$571K -3,449 -4%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$12.7M +$2.38M +14,387 +23%
SOADOR
278
State of Alaska Department of Revenue
Alaska
$12.6M +$45.2K +273 +0.4%
Creative Planning
279
Creative Planning
Kansas
$12.4M +$248K +1,499 +2%
SWM
280
Segment Wealth Management
Texas
$12.1M +$245K +1,480 +2%
VanEck Associates
281
VanEck Associates
New York
$12M +$498K +3,012 +4%
NEI
282
Northwest & Ethical Investments
Ontario, Canada
$11.9M +$2.55M +15,433 +27%
MOACM
283
Mutual of America Capital Management
New York
$11.7M +$293K +1,769 +3%
TPSF
284
Texas Permanent School Fund
Texas
$11.7M +$28.8K +174 +0.2%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$11.6M +$7.35M +44,419 +171%
Bank Julius Baer & Co
286
Bank Julius Baer & Co
Switzerland
$11.6M +$857K +5,178 +8%
TCA
287
Teewinot Capital Advisers
New York
$11.3M -$10.3M -62,086 -48%
CS
288
Candriam SCA
Luxembourg
$11M -$12.8M -77,419 -54%
Cerity Partners
289
Cerity Partners
New York
$11M +$1.2M +7,075 +12%
LCS
290
Levin Capital Strategies
New York
$10.8M – – –
Pacer Advisors
291
Pacer Advisors
Pennsylvania
$10.6M +$10.4M +63,015 +6,202%
BAMF
292
BI Asset Management Fondsmaeglerselskab
Denmark
$10.4M -$2.85M -17,245 -22%
FAB
293
First American Bank
Illinois
$10.4M +$174K +1,053 +2%
Wealthfront Advisers
294
Wealthfront Advisers
California
$10.2M +$439K +2,655 +5%
CI Investments Inc
295
CI Investments Inc
Ontario, Canada
$10.1M +$27.6K +167 +0.3%
CVSCT
296
C.V. Starr & Co Trust
New York
$9.93M – – –
OAM
297
Oppenheimer Asset Management
New York
$9.88M +$1M +6,064 +11%
Brown Advisory
298
Brown Advisory
Maryland
$9.79M +$303K +1,834 +3%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$9.78M -$125K -758 -1%
CWM
300
Calamos Wealth Management
Illinois
$9.69M -$71.3K -431 -0.7%
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