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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 %
IP
476
Interval Partners
New York
$2.34M +$2.34M +14,138 New
Federated Hermes
477
Federated Hermes
Pennsylvania
$2.31M -$135K -814 -6%
UCFA
478
United Capital Financial Advisors
Texas
$2.3M +$98.1K +593 +4%
NW
479
NewEdge Wealth
Pennsylvania
$2.28M +$387K +2,338 +20%
ATC
480
Argent Trust Co
Tennessee
$2.24M -$8.44K -51 -0.4%
MMA
481
Miracle Mile Advisors
California
$2.21M -$2.81K -17 -0.1%
EF
482
Empirical Finance
Pennsylvania
$2.2M +$166K +1,002 +8%
SCA
483
Snowden Capital Advisors
New York
$2.19M -$18K -109 -0.8%
HWA
484
Heritage Wealth Advisors
Virginia
$2.19M +$55.8K +337 +3%
Two Sigma Advisers
485
Two Sigma Advisers
New York
$2.13M +$1.42M +8,600 +200%
SS
486
Simplicity Solutions
Minnesota
$2.13M -$75.8K -458 -3%
RFC
487
Regions Financial Corp
Alabama
$2.12M -$3.14K -19 -0.1%
HFS
488
Hantz Financial Services
Michigan
$2.12M +$1.1M +6,669 +108%
TCA
489
Transcend Capital Advisors
New Jersey
$2.1M -$85.9K -519 -4%
PS
490
Pensionfund Sabic
Netherlands
$2.1M – – –
FNT
491
First National Trust
Pennsylvania
$2.06M +$26.8K +162 +1%
SIA
492
Strategic Investment Advisors
Michigan
$2.05M +$9.27K +56 +0.5%
AAM
493
Arabesque Asset Management
United Kingdom
$2.05M -$44.8K -271 -2%
AG
494
Ascent Group
Virginia
$2.04M -$496 -3 -0%
PTC
495
Private Trust Company
Ohio
$2.02M +$20K +121 +1%
UHC
496
Union Heritage Capital
Michigan
$1.99M – – –
BLC
497
Brown, Lisle/Cummings
Rhode Island
$1.98M +$331 +2 +0%
FRA
498
Front Row Advisors
California
$1.96M -$20.2K -122 -1%
TI
499
Tidal Investments
Wisconsin
$1.95M +$867K +5,238 +80%
PMEF
500
Point72 Middle East FZE
United Arab Emirates
$1.94M +$1.94M +11,736 New
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