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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 %
LA
426
Lindenwold Advisors
Pennsylvania
$2.63M +$13.2K +85 +0.5%
NIC
427
Northwest Investment Counselors
Oregon
$2.58M -$18.5K -119 -0.7%
VAS
428
Vestmark Advisory Solutions
Massachusetts
$2.58M +$788K +5,077 +44%
SDIC
429
South Dakota Investment Council
South Dakota
$2.58M – – –
BTI
430
Blue Trust Inc
Georgia
$2.53M +$2.53M +14,869 New
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$2.49M +$205K +1,321 +9%
OCM
432
Olstein Capital Management
New York
$2.48M -$776K -5,000 -24%
Bessemer Group
433
Bessemer Group
New Jersey
$2.42M +$323K +2,081 +15%
IC
434
IEQ Capital
California
$2.41M +$692K +4,455 +40%
Financial Engines Advisors
435
Financial Engines Advisors
California
$2.39M -$615K -3,963 -20%
LCM
436
Logan Capital Management
Pennsylvania
$2.35M +$38.5K +248 +2%
AC
437
Allstate Corporation
Illinois
$2.34M +$1.71K +11 +0.1%
NW
438
NewEdge Wealth
Pennsylvania
$2.33M +$1.3M +8,404 +127%
CC
439
Cipher Capital
New York
$2.33M +$2.33M +14,999 New
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$597K +3,846 +35%
Vontobel Holding
441
Vontobel Holding
Switzerland
$2.31M +$213K +1,373 +10%
OQS
442
Occudo Quantitative Strategies
Florida
$2.29M +$2.29M +14,778 New
HSA
443
HBK Sorce Advisory
Pennsylvania
$2.23M -$193K -1,242 -8%
OAM
444
Occidental Asset Management
California
$2.19M +$35.2K +227 +2%
SFS
445
Sowell Financial Services
Arkansas
$2.19M +$2.19M +14,118 New
HAG
446
HighPoint Advisor Group
Illinois
$2.17M +$2.17M +13,786 New
P
447
Pitcairn
Pennsylvania
$2.16M -$16.9K -109 -0.8%
CI
448
CX Institutional
Indiana
$2.14M +$691K +4,449 +48%
IA
449
Icon Advisers
Colorado
$2.11M +$978K +6,300 +86%
PF
450
Phoenix Financial
Israel
$2.11M +$338K +2,176 +19%
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