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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 %
SFA
401
Souders Financial Advisors
Ohio
$3.32M +$104K +667 +3%
BF
402
BOK Financial
Oklahoma
$3.3M +$252K +1,626 +8%
SLI
403
Sumitomo Life Insurance
Japan
$3.29M +$38.7K +249 +1%
AF
404
Alerus Financial
North Dakota
$3.23M +$608K +3,915 +23%
EL
405
Essex LLC
Illinois
$3.21M +$66.4K +428 +2%
SAM
406
Sompo Asset Management
Japan
$3.19M -$1.34M -8,610 -30%
PPW
407
Parcion Private Wealth
Washington
$3.16M -$422K -2,691 -12%
V
408
Veritable
Delaware
$3.11M +$46.4K +299 +2%
KWILP
409
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.07M -$3.04M -19,603 -50%
SBWIC
410
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.96M +$4.04K +26 +0.1%
MBTD
411
Mechanics Bank - Trust Department
California
$2.93M +$66.4K +428 +2%
CPA
412
Capital Planning Advisors
California
$2.89M -$8.23K -53 -0.3%
AP
413
Advisor Partners
California
$2.88M +$48.7K +314 +2%
USAA
414
United Services Automobile Association
Texas
$2.87M +$2.87M +18,486 New
LGF
415
LGT Group Foundation
Liechtenstein
$2.87M -$154K -989 -5%
FCH
416
Freestone Capital Holdings
Washington
$2.83M -$516K -3,326 -15%
BCV
417
Banque Cantonale Vaudoise
Switzerland
$2.82M -$311K -2,000 -10%
MNBTD
418
Moody National Bank Trust Division
Texas
$2.79M -$1.18M -7,606 -30%
AAMU
419
AEGON Asset Management (UK)
United Kingdom
$2.78M +$135K +870 +5%
ECM
420
Everence Capital Management
Indiana
$2.77M – – –
AWM
421
AE Wealth Management
Kansas
$2.75M +$153K +987 +6%
RWA
422
River Wealth Advisors
Pennsylvania
$2.74M -$86.6K -558 -3%
MLM
423
Mount Lucas Management
Pennsylvania
$2.67M +$91.4K +589 +4%
KRSITF
424
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.66M +$349K +2,245 +15%
FBT
425
First Bankers Trust
Kentucky
$2.64M -$30.3K -195 -1%
15 16
17
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