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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 %
ACM
501
Ativo Capital Management
Illinois
$1.67M +$3.75K +22 +0.2%
ZB
502
Zions Bancorporation
Utah
$1.67M +$175K +1,025 +12%
CSIC
503
Clifford Swan Investment Counsel
California
$1.66M – – –
EF
504
Empirical Finance
Pennsylvania
$1.66M +$177K +1,038 +12%
Connor, Clark & Lunn Investment Management (CC&L)
505
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.65M -$10.6M -62,377 -87%
CTA
506
Chesley Taft & Associates
Illinois
$1.64M -$16.9K -100 -1%
JHP
507
James Hambro & Partners
United Kingdom
$1.64M – – –
DT
508
Diversified Trust
Tennessee
$1.64M -$92K -540 -5%
AWM
509
Accurate Wealth Management
Florida
$1.64M +$1.18M +6,902 +256%
GC
510
Grimes & Company
Massachusetts
$1.62M – – –
HBT
511
Hills Bank & Trust
Iowa
$1.62M +$42.4K +249 +3%
CI
512
CX Institutional
Indiana
$1.59M +$30.2K +177 +2%
RWB
513
RMR Wealth Builders
New Jersey
$1.58M +$1.58M +9,274 New
UCFA
514
United Capital Financial Advisors
Texas
$1.55M +$512K +3,005 +49%
CI
515
Cigna Investments
Connecticut
$1.52M -$429K -2,514 -22%
BAM
516
Belpointe Asset Management
Nevada
$1.5M +$338K +1,985 +29%
Two Sigma Investments
517
Two Sigma Investments
New York
$1.5M +$1.5M +8,772 New
EBT
518
Enterprise Bank & Trust
Massachusetts
$1.49M -$90.2K -529 -6%
CAN
519
Cetera Advisor Networks
California
$1.48M -$359K -2,104 -19%
WA1
520
Wimmer Associates 1
California
$1.47M -$33.6K -197 -2%
NRS
521
Neville Rodie & Shaw
New York
$1.46M – – –
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$1.46M +$59.5K +349 +4%
LIA
523
LS Investment Advisors
Michigan
$1.46M -$6.65K -39 -0.5%
HCM
524
Howland Capital Management
Massachusetts
$1.45M -$81K -475 -5%
CAAS
525
Capital Asset Advisory Services
Michigan
$1.45M +$330K +1,934 +29%
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