MMC icon

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 %
Wolverine Trading
501
Wolverine Trading
Illinois
$1.54M +$655K +4,221 +74%
MGIA
502
Moneta Group Investment Advisors
Missouri
$1.52M +$211K +1,358 +16%
AWM
503
Altium Wealth Management
New York
$1.52M -$1.55K -10 -0.1%
CSIC
504
Clifford Swan Investment Counsel
California
$1.52M +$2.02K +13 +0.1%
ACM
505
Ativo Capital Management
Illinois
$1.52M – – –
ZB
506
Zions Bancorporation
Utah
$1.51M -$3.88K -25 -0.3%
HBT
507
Hills Bank & Trust
Iowa
$1.5M +$32K +206 +2%
FC
508
FORA Capital
Florida
$1.49M +$1.49M +9,626 New
HIC
509
Hartline Investment Corp
Illinois
$1.48M +$313K +2,671 +27%
GC
510
Grimes & Company
Massachusetts
$1.48M +$466 +3 +0%
EGM
511
Engineers Gate Manager
New York
$1.46M +$1.46M +9,387 New
CTA
512
Chesley Taft & Associates
Illinois
$1.45M -$62.1K -400 -4%
HCM
513
Howland Capital Management
Massachusetts
$1.45M +$124K +800 +9%
RIG
514
Roosevelt Investment Group
New York
$1.44M -$137K -879 -9%
CAN
515
Cetera Advisor Networks
California
$1.43M +$75.8K +488 +6%
ASN
516
Advisory Services Network
Georgia
$1.43M +$391K +2,515 +38%
MWM
517
Mission Wealth Management
California
$1.4M +$145K +935 +12%
Assenagon Asset Management
518
Assenagon Asset Management
Luxembourg
$1.38M +$86K +554 +7%
RWB
519
RMR Wealth Builders
New Jersey
$1.37M -$67.1K -432 -5%
PP
520
Pegasus Partners
Wisconsin
$1.37M +$435K +2,805 +47%
BAM
521
Belpointe Asset Management
Nevada
$1.34M -$25.9K -167 -2%
MGP
522
Metis Global Partners
California
$1.34M +$102K +658 +8%
FTDI
523
First Trust Direct Indexing
Massachusetts
$1.34M +$92.5K +596 +7%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$1.33M -$932 -6 -0.1%
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$1.33M +$128K +827 +11%
19 20
21
22 23