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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 %
ATC
451
Argent Trust Co
Tennessee
$2.1M +$33.4K +215 +2%
UCFA
452
United Capital Financial Advisors
Texas
$2.07M +$659K +4,246 +47%
MMA
453
Miracle Mile Advisors
California
$2.07M -$49.8K -321 -2%
RFC
454
Regions Financial Corp
Alabama
$2.06M -$386K -2,488 -16%
SCA
455
Snowden Capital Advisors
New York
$2.05M +$4.19K +27 +0.2%
BPA
456
Beacon Pointe Advisors
California
$2.05M -$2.06M -13,223 -50%
TCA
457
Transcend Capital Advisors
New Jersey
$2.03M -$90.4K -582 -4%
KWA
458
KCS Wealth Advisory
California
$2.02M -$329K -2,119 -14%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$2.02M +$16.1K +104 +0.8%
HWA
460
Heritage Wealth Advisors
Virginia
$2.01M – – –
PFO
461
Pathstone Family Office
New Jersey
$1.99M +$201K +1,294 +11%
PS
462
Pensionfund Sabic
Netherlands
$1.97M -$233K -1,500 -11%
NA
463
NewEdge Advisors
Louisiana
$1.96M +$270K +1,742 +16%
RIM
464
Redpoint Investment Management
Australia
$1.94M – – –
BL
465
Balentine LLC
Georgia
$1.92M +$1.01M +6,487 +110%
CAM
466
Cresset Asset Management
Illinois
$1.92M -$309K -1,992 -14%
FNT
467
First National Trust
Pennsylvania
$1.89M +$149K +962 +9%
Federated Hermes
468
Federated Hermes
Pennsylvania
$1.88M +$112K +721 +6%
PTC
469
Private Trust Company
Ohio
$1.88M -$24.5K -158 -1%
VVP
470
Venture Visionary Partners
Ohio
$1.87M -$19.4K -125 -1%
SGI
471
Summit Global Investments
Utah
$1.87M -$5.28K -34 -0.3%
UHC
472
Union Heritage Capital
Michigan
$1.86M – – –
FRA
473
Front Row Advisors
California
$1.86M -$466 -3 -0%
BMCM
474
Bryn Mawr Capital Management
Pennsylvania
$1.84M -$27.6K -178 -1%
SIA
475
Strategic Investment Advisors
Michigan
$1.83M -$42.4K -273 -2%
17 18
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