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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
+$344M
2
ClearBridge Investments
ClearBridge Investments
New York
+$320M
3
BlackRock
BlackRock
New York
+$302M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$69.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$199M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$183M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$150M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$110M
5
Goldman Sachs
Goldman Sachs
New York
-$98.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$5.77M -$109K -1,181 -2%
AAM
352
Auxier Asset Management
Oregon
$5.74M -$7.45K -45 -0.1%
AIM
353
Aigen Investment Management
New York
$5.73M +$2.96M +17,890 +107%
CGH
354
Crossmark Global Holdings
Texas
$5.72M -$418K -2,526 -7%
CM
355
Churchill Management
California
$5.69M -$62.4K -377 -1%
MML Investors Services
356
MML Investors Services
Massachusetts
$5.67M +$1.19M +7,176 +26%
AT
357
American Trust
Kentucky
$5.64M -$81.7K -494 -1%
WA
358
Watchtower Advisors
Connecticut
$5.63M – – –
IIM
359
Ipswich Investment Management
Massachusetts
$5.6M -$56.1K -339 -1%
VPIM
360
Vanguard Personalized Indexing Management
California
$5.56M +$216K +1,305 +4%
TVWM
361
Tower View Wealth Management
Wisconsin
$5.54M -$87.2K -527 -2%
N
362
Natixis
France
$5.51M -$30.8M -186,351 -85%
SCA
363
Stokes Capital Advisors
South Carolina
$5.5M +$148K +897 +3%
DA
364
Duality Advisers
Florida
$5.32M +$5.32M +32,132 New
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$5.3M +$16.5K +100 +0.3%
BVDMP
366
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$5.27M -$1.24M -8,000 -19%
CLOS
367
Compagnie Lombard Odier SCmA
Switzerland
$5.26M +$599K +3,622 +13%
Lido Advisors
368
Lido Advisors
California
$5.24M +$3.49M +21,090 +200%
TAF
369
Tredje AP-fonden
Sweden
$5.21M +$1.79M +10,844 +53%
TPM
370
Triasima Portfolio Management
Quebec, Canada
$5.2M -$18.2K -110 -0.3%
Thrivent Financial for Lutherans
371
Thrivent Financial for Lutherans
Minnesota
$5.16M -$43.9M -265,056 -89%
CWP
372
Cyndeo Wealth Partners
Florida
$5.05M +$5.05M +30,495 New
IMRF
373
Illinois Municipal Retirement Fund
Illinois
$5.03M – – –
NC
374
Northcape Capital
Australia
$5M -$72.3K -437 -1%
SF
375
Synovus Financial
Georgia
$4.98M +$196K +1,185 +4%
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