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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 %
BMCM
501
Bryn Mawr Capital Management
Pennsylvania
$1.92M -$20.2K -122 -1%
IA
502
Icon Advisers
Colorado
$1.9M – – –
HCM
503
Howland Capital Management
Massachusetts
$1.89M +$199K +1,200 +12%
E
504
Ergoteles
New York
$1.89M -$819K -4,952 -30%
VVP
505
Venture Visionary Partners
Ohio
$1.87M -$141K -854 -7%
OPS
506
Orion Portfolio Solutions
Nebraska
$1.87M +$278K +1,682 +18%
DBIA
507
Dumont & Blake Investment Advisors
New Jersey
$1.85M -$15.7K -95 -0.8%
EGM
508
Engineers Gate Manager
New York
$1.84M -$3.87M -23,410 -68%
VRM
509
Vectors Research Management
New York
$1.84M -$1.37M -8,284 -43%
ADIM
510
Alpha DNA Investment Management
Maryland
$1.82M +$1.17M +7,047 +178%
M1FG
511
Mach-1 Financial Group
Arkansas
$1.8M +$1.8M +10,878 +60,433%
RCIM
512
Red Cedar Investment Management
Michigan
$1.79M +$113K +682 +7%
HT
513
Heritage Trust
Oklahoma
$1.79M -$14.2K -86 -0.8%
Fayez Sarofim & Co
514
Fayez Sarofim & Co
Texas
$1.79M -$1.72M -10,400 -49%
PP
515
Pegasus Partners
Wisconsin
$1.79M +$348K +2,103 +24%
BAM
516
Belpointe Asset Management
Nevada
$1.77M -$15.1K -91 -0.8%
HC
517
HNP Capital
New York
$1.77M -$1.31M -7,935 -43%
HBT
518
Hills Bank & Trust
Iowa
$1.76M +$50.6K +306 +3%
FT
519
Fiduciary Trust
Massachusetts
$1.76M +$67.7K +409 +4%
MYIA
520
Mount Yale Investment Advisors
Colorado
$1.76M +$6.95K +42 +0.4%
LNC
521
Lincoln National Corp
Pennsylvania
$1.76M -$95.7K -578 -5%
DT
522
Diversified Trust
Tennessee
$1.74M -$205K -1,238 -11%
CIBC World Market
523
CIBC World Market
Ontario, Canada
$1.74M +$149K +901 +9%
AWM
524
Accurate Wealth Management
Florida
$1.73M -$1.46M -8,555 -46%
DCM
525
Dupont Capital Management
Delaware
$1.71M -$111K -668 -6%
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