MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

1,142 hedge funds and large institutions have $68.2B invested in Marsh & McLennan in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 432 increasing their positions, 403 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.31%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.42%
New
113
Increased
432
Reduced
403
Closed
95
Calls
$87.9M
Puts
$139M
Net Calls
-$51.5M
Net Calls Change
-$53.8M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$636M
2
Morgan Stanley
Morgan Stanley
New York
+$351M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$233M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$197M
5
Bank of America
Bank of America
North Carolina
+$128M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$476M
2
State Street
State Street
Massachusetts
-$260M
3
BlackRock
BlackRock
New York
-$217M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$165M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRS
326
Kentucky Retirement Systems
Kentucky
$5.78M +$787K +5,069 +16%
CG
327
Colony Group
Massachusetts
$5.77M +$5.5M +35,405 +2,016%
SAM
328
Shell Asset Management
Netherlands
$5.76M -$1.09M -7,031 -16%
AIM
329
Achmea Investment Management
Netherlands
$5.69M -$76.4K -492 -1%
BSI
330
Bennett Selby Investments
Maine
$5.62M -$12.9K -83 -0.2%
CCFCSB
331
Cape Cod Five Cents Savings Bank
Massachusetts
$5.47M +$30.3K +195 +0.6%
NC
332
Northcape Capital
Australia
$5.47M -$345K -2,223 -6%
CM
333
Churchill Management
California
$5.44M – – –
AAM
334
Auxier Asset Management
Oregon
$5.41M -$16.5K -106 -0.3%
IIM
335
Ipswich Investment Management
Massachusetts
$5.38M -$51.2K -330 -0.9%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$5.37M -$183K -1,179 -3%
WA
337
Watchtower Advisors
Connecticut
$5.28M +$5.28M +34,000 New
AT
338
American Trust
Kentucky
$5.26M +$293K +1,886 +6%
TVWM
339
Tower View Wealth Management
Wisconsin
$5.25M -$162K -1,046 -3%
APF
340
Alaska Permanent Fund
Alaska
$5.17M +$5.02M +32,304 +3,280%
AWM
341
Apollon Wealth Management
South Carolina
$5.14M -$631K -4,066 -11%
PAG
342
Private Advisor Group
New Jersey
$5.02M -$256K -1,649 -5%
Daiwa Securities Group
343
Daiwa Securities Group
Japan
$4.99M +$175K +1,126 +4%
SCA
344
Stokes Capital Advisors
South Carolina
$4.97M +$106K +680 +2%
WorldQuant Millennium Advisors
345
WorldQuant Millennium Advisors
New York
$4.88M – – –
RBA
346
Richard Bernstein Advisors
New York
$4.88M – – –
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$4.87M -$15.3K -100 -0.3%
EWA
348
Exencial Wealth Advisors
Oklahoma
$4.79M -$25.8K -166 -0.5%
IMRF
349
Illinois Municipal Retirement Fund
Illinois
$4.72M +$1.95M +12,555 +70%
VPIM
350
Vanguard Personalized Indexing Management
California
$4.69M +$907K +5,845 +24%
12 13
14
15 16