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Marsh & McLennan
MMC

Overview Fund Activity

1,143 hedge funds and large institutions have $74.9B invested in Marsh & McLennan in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 443 increasing their positions, 389 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-18
Holders Change %
-1.55%
% of All Funds
18.09%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
97
Increased
443
Reduced
389
Closed
103
Calls
$93.8M
Puts
$91.5M
Net Calls
+$2.35M
Net Calls Change
-$72.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.97B
2
Norges Bank
Norges Bank
Norway
$637M
3
Capital Research Global Investors
Capital Research Global Investors
California
$312M
4
Viking Global Investors
Viking Global Investors
Connecticut
$384M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.33B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.13B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$165M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$153M
4
UBS AM
UBS AM
Illinois
$768M
5
BlackRock
BlackRock
New York
$7.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
401
Freestone Capital Holdings
Washington
$3.67M +$239K +1,400 +7%
MYAM
402
Meiji Yasuda Asset Management
Japan
$3.67M -$173K -1,013 -4%
SGA
403
Strategic Global Advisors
California
$3.67M +$157K +922 +4%
OCM
404
Olstein Capital Management
New York
$3.58M -$682K -4,000 -16%
SLI
405
Sumitomo Life Insurance
Japan
$3.56M -$49.1K -288 -1%
SFA
406
Souders Financial Advisors
Ohio
$3.53M +$42.1K +247 +1%
CM
407
Crestline Management
Texas
$3.48M +$1.22M +7,167 +54%
EL
408
Essex LLC
Illinois
$3.45M +$289K +1,697 +9%
BCV
409
Banque Cantonale Vaudoise
Switzerland
$3.44M – – –
RC
410
RBF Capital
California
$3.41M – – –
NB
411
Norinchukin Bank
Japan
$3.4M +$560K +3,288 +20%
V
412
Veritable
Delaware
$3.36M -$224K -1,317 -6%
BF
413
BOK Financial
Oklahoma
$3.34M +$170K +1,000 +5%
LGF
414
LGT Group Foundation
Liechtenstein
$3.34M -$3.43K -20 -0.1%
Financial Engines Advisors
415
Financial Engines Advisors
California
$3.3M -$10.2K -60 -0.3%
SG
416
Swarthmore Group
Pennsylvania
$3.29M +$3.29M +19,277 New
SBWIC
417
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.25M -$54.5K -320 -2%
CPA
418
Capital Planning Advisors
California
$3.18M -$29.1K -171 -0.9%
MBTD
419
Mechanics Bank - Trust Department
California
$3.14M +$248K +1,458 +9%
AP
420
Advisor Partners
California
$3.11M +$58.4K +343 +2%
RWA
421
River Wealth Advisors
Pennsylvania
$3.1M +$320K +1,876 +11%
CAPTRUST Financial Advisors
422
CAPTRUST Financial Advisors
North Carolina
$3.1M +$1.16M +6,811 +60%
IMRF
423
Illinois Municipal Retirement Fund
Illinois
$3.05M – – –
ECM
424
Everence Capital Management
Indiana
$3.05M +$423K +2,480 +16%
LA
425
Legacy Advisors
Pennsylvania
$3M +$3M +17,626 New
15 16
17
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