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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 %
ORI
401
Oak Ridge Investments
Illinois
$3.93M +$148K +892 +4%
AWM
402
AE Wealth Management
Kansas
$3.93M +$1.29M +7,813 +49%
GP
403
Girard Partners
Pennsylvania
$3.92M -$281K -1,701 -7%
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$3.91M -$331K -2,000 -8%
BF
405
BOK Financial
Oklahoma
$3.88M +$47.8K +289 +1%
NB
406
Norinchukin Bank
Japan
$3.85M -$948K -5,730 -20%
GI
407
GAMCO Investors
Connecticut
$3.83M +$223K +1,350 +6%
LI
408
Lafayette Investments
Maryland
$3.76M -$6.62K -40 -0.2%
SG Americas Securities
409
SG Americas Securities
New York
$3.75M -$46.6M -281,626 -93%
IC
410
IEQ Capital
California
$3.72M +$275K +1,661 +8%
VCM
411
Vetamer Capital Management
California
$3.64M -$1.58M -9,570 -30%
BCM
412
Becker Capital Management
Oregon
$3.63M -$218K -1,320 -6%
BFG
413
Bleakley Financial Group
New Jersey
$3.59M +$3.59M +21,710 New
OQS
414
Occudo Quantitative Strategies
Florida
$3.57M +$3.57M +21,586 New
RWM
415
Ritholtz Wealth Management
New York
$3.54M +$468K +2,831 +15%
Financial Engines Advisors
416
Financial Engines Advisors
California
$3.52M +$121K +732 +4%
Millennium Management
417
Millennium Management
New York
$3.5M +$3.11M +18,792 +800%
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$3.48M -$232K -1,400 -6%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$3.47M +$709K +4,283 +26%
PCM
420
Penserra Capital Management
California
$3.47M +$3.07M +18,562 +769%
ZB
421
Zions Bancorporation
Utah
$3.43M +$1.8M +10,856 +110%
EL
422
Essex LLC
Illinois
$3.41M +$46.3K +280 +1%
V
423
Veritable
Delaware
$3.37M +$123K +743 +4%
RC
424
RBF Capital
California
$3.31M – – –
SFA
425
Souders Financial Advisors
Ohio
$3.28M +$27.1K +164 +0.8%
15 16
17
18 19