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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 %
BWM
376
BNC Wealth Management
Oregon
$4.87M – – –
BRC
377
Bishop Rock Capital
New York
$4.87M -$1.35M -8,167 -22%
LA
378
Legacy Advisors
Pennsylvania
$4.83M +$856K +5,174 +22%
KA
379
Kintegral Advisory
New York
$4.83M -$3.41M -20,583 -41%
HSA
380
HBK Sorce Advisory
Pennsylvania
$4.75M +$1.95M +11,769 +70%
SFI
381
Siemens Fonds Invest
Germany
$4.71M -$65.7K -397 -1%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$4.69M -$66.9K -404 -1%
KeyBank National Association
383
KeyBank National Association
Ohio
$4.62M +$68.2K +412 +1%
MLICM
384
Metropolitan Life Insurance Company (MetLife)
New York
$4.62M -$186K -1,122 -4%
NONA
385
Ninety One North America
New York
$4.6M -$2M -12,086 -30%
Two Sigma Investments
386
Two Sigma Investments
New York
$4.55M +$4.55M +27,485 New
HI
387
Harrington Investments
California
$4.52M +$53K +320 +1%
NSEDCP
388
NJ State Employees Deferred Compensation Plan
New Jersey
$4.47M – – –
CAN
389
Cetera Advisor Networks
California
$4.35M +$2.87M +17,351 +194%
IWA
390
Icon Wealth Advisors
Texas
$4.34M +$13.7K +83 +0.3%
CIC
391
Carnegie Investment Counsel
Ohio
$4.33M +$90.5K +547 +2%
IAIM
392
Industrial Alliance Investment Management
Quebec, Canada
$4.33M +$41K +248 +1%
AF
393
Alerus Financial
North Dakota
$4.26M -$811K -4,902 -16%
BE
394
Bonness Enterprises
District of Columbia
$4.25M – – –
VAS
395
Vestmark Advisory Solutions
Massachusetts
$4.23M +$916K +5,535 +28%
CB
396
Commerce Bank
Missouri
$4.21M -$10.3K -62 -0.2%
CPA
397
Capital Planning Advisors
California
$4.16M +$796K +4,810 +24%
CM
398
Crestline Management
Texas
$4.14M -$5.79M -35,000 -58%
KAS
399
Kestra Advisory Services
Texas
$4.11M +$1.47M +8,896 +56%
CFG
400
Citizens Financial Group
Rhode Island
$4.08M -$142K -860 -3%
14 15
16
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