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Marsh & McLennan
MMC

Overview Fund Activity

1,143 hedge funds and large institutions have $74.9B invested in Marsh & McLennan in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 443 increasing their positions, 389 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-18
Holders Change %
-1.55%
% of All Funds
18.09%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
97
Increased
443
Reduced
389
Closed
103
Calls
$93.8M
Puts
$91.5M
Net Calls
+$2.35M
Net Calls Change
-$72.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$630M
2
Norges Bank
Norges Bank
Norway
+$294M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$240M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$169M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$135M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$331M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$278M
4
UBS AM
UBS AM
Illinois
-$203M
5
BlackRock
BlackRock
New York
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
476
Fiduciary Trust
Massachusetts
$2.01M -$33.7K -198 -2%
BLC
477
Brown, Lisle/Cummings
Rhode Island
$1.99M +$170 +1 +0%
VAS
478
Vestmark Advisory Solutions
Massachusetts
$1.97M +$285K +1,674 +17%
PFO
479
Pathstone Family Office
New Jersey
$1.96M -$160K -937 -8%
AAM
480
Arabesque Asset Management
United Kingdom
$1.96M +$6.13K +36 +0.3%
DBIA
481
Dumont & Blake Investment Advisors
New Jersey
$1.95M -$92.4K -542 -5%
PF
482
Phoenix Financial
Israel
$1.94M +$1.94M +11,404 New
Federated Hermes
483
Federated Hermes
Pennsylvania
$1.94M -$202K -1,183 -9%
HI
484
Horizon Investments
North Carolina
$1.93M +$35.8K +211 +2%
Fayez Sarofim & Co
485
Fayez Sarofim & Co
Texas
$1.91M +$13.5K +79 +0.7%
FNT
486
First National Trust
Pennsylvania
$1.91M +$158K +925 +9%
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$1.89M +$178K +1,045 +10%
IC
488
IEQ Capital
California
$1.89M +$246K +1,446 +15%
NA
489
NewEdge Advisors
Louisiana
$1.86M +$679K +3,987 +58%
FPAS
490
Focus Partners Advisor Solutions
Missouri
$1.85M +$1.85M +10,859 New
AWA
491
Aaron Wealth Advisors
Illinois
$1.85M +$1.83M +312,399 +15,427%
TAM
492
Tealwood Asset Management
Minnesota
$1.83M -$37K -217 -2%
AG
493
Ascent Group
Virginia
$1.81M +$407K +2,391 +29%
MYIA
494
Mount Yale Investment Advisors
Colorado
$1.79M +$459K +2,693 +34%
LI
495
LMCG Investments
Massachusetts
$1.77M +$1.77M +10,390 New
CSPAM
496
Cary Street Partners Asset Management
Virginia
$1.76M -$2.56K -15 -0.1%
FPS
497
Fieldpoint Private Securities
Connecticut
$1.75M -$204K -1,195 -10%
RIG
498
Roosevelt Investment Group
New York
$1.73M – – –
CK
499
Cohen Klingenstein
New York
$1.7M – – –
AWM
500
Altium Wealth Management
New York
$1.67M -$20.3K -119 -1%
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