MMC icon

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 %
SS
526
Simplicity Solutions
Minnesota
$1.45M -$1.34M -7,867 -48%
MGIA
527
Moneta Group Investment Advisors
Missouri
$1.44M -$71.9K -422 -5%
RZH
528
Relyea Zuckerberg Hanson
Connecticut
$1.43M -$60.2K -354 -4%
Assenagon Asset Management
529
Assenagon Asset Management
Luxembourg
$1.42M -$4.15M -24,383 -75%
HIC
530
Hartline Investment Corp
Illinois
$1.41M – – –
SC
531
SRB Corp
Massachusetts
$1.41M – – –
WIC
532
Wilkins Investment Counsel
Massachusetts
$1.4M – – –
MWM
533
Mission Wealth Management
California
$1.38M +$102K +597 +8%
IRF
534
IBM Retirement Fund
New York
$1.38M -$59.7K -350 -4%
WWM
535
Western Wealth Management
Colorado
$1.38M +$666K +3,910 +93%
Cambridge Investment Research Advisors
536
Cambridge Investment Research Advisors
Iowa
$1.38M -$211K -1,237 -13%
FTDI
537
First Trust Direct Indexing
Massachusetts
$1.37M +$51K +299 +4%
MGP
538
Metis Global Partners
California
$1.36M +$607K +3,561 +81%
GT
539
Greenleaf Trust
Michigan
$1.36M +$213K +1,249 +19%
EWM
540
Evercore Wealth Management
New York
$1.35M +$682 +4 +0.1%
EP
541
Edgestream Partners
New Jersey
$1.34M +$1.03M +6,019 +328%
5L
542
55I LLC
Massachusetts
$1.33M +$1.33M +7,785 New
WAP
543
Wealthcare Advisory Partners
Pennsylvania
$1.32M -$3.92K -23 -0.3%
LWCFA
544
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M – – –
UBG
545
United Bank (Georgia)
Georgia
$1.29M +$24.5K +144 +2%
TW
546
TrinityPoint Wealth
Connecticut
$1.28M -$78K -458 -6%
HPC
547
HM Payson & Co
Maine
$1.28M +$9.55K +56 +0.8%
TH
548
TCTC Holdings
Texas
$1.28M – – –
PA
549
PFG Advisors
Arizona
$1.28M +$44.3K +260 +4%
WI
550
Wintrust Investments
Illinois
$1.26M -$14K -82 -1%
20 21
22
23 24