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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 %
API
426
Advisor Partners II
California
$3.27M +$328K +1,980 +11%
MIC
427
MU Investments Company
Japan
$3.24M -$520K -3,120 -14%
USAA
428
United Services Automobile Association
Texas
$3.23M – – –
PPW
429
Parcion Private Wealth
Washington
$3.22M -$114K -687 -3%
PP
430
PDT Partners
New York
$3.21M +$3.21M +19,418 New
AAMU
431
AEGON Asset Management (UK)
United Kingdom
$3.14M +$344K +2,077 +12%
PF
432
Phoenix Financial
Israel
$3.11M +$102K +617 +3%
WF
433
Welch & Forbes
Massachusetts
$3.1M -$449K -2,711 -13%
MBTD
434
Mechanics Bank - Trust Department
California
$3.06M -$35.2K -213 -1%
LGF
435
LGT Group Foundation
Liechtenstein
$3.05M – – –
Marshall Wace
436
Marshall Wace
United Kingdom
$3.05M -$30M -181,484 -91%
HIC
437
Hartline Investment Corp
Illinois
$3.03M +$3.03M +18,339 New
SBWIC
438
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.03M -$57.1K -345 -2%
AAS
439
Annex Advisory Services
Wisconsin
$2.99M +$2.07M +12,520 +225%
AC
440
Allstate Corporation
Illinois
$2.97M +$74.6K +451 +3%
AIM
441
Allstate Investment Management
Illinois
$2.97M +$2.97M +17,933 New
MNBTD
442
Moody National Bank Trust Division
Texas
$2.97M -$3.15K -19 -0.1%
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.96M – – –
SAM
444
Sompo Asset Management
Japan
$2.94M -$306K -1,850 -9%
LA
445
Lindenwold Advisors
Pennsylvania
$2.89M +$46.5K +281 +2%
MGP
446
Metis Global Partners
California
$2.88M +$1.29M +7,811 +81%
OCM
447
Olstein Capital Management
New York
$2.81M – – –
MUAMU
448
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.81M – – –
Cetera Investment Advisers
449
Cetera Investment Advisers
Illinois
$2.8M +$1.93M +11,674 +222%
BFEC
450
Benjamin F. Edwards & Company
Missouri
$2.8M -$147K -886 -5%
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