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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 %
LIA
526
LS Investment Advisors
Michigan
$1.33M – – –
NRS
527
Neville Rodie & Shaw
New York
$1.32M – – –
ACM
528
AlphaCrest Capital Management
New York
$1.31M +$475K +3,059 +57%
M
529
Mirova
France
$1.31M +$643K +4,142 +97%
GT
530
Greenleaf Trust
Michigan
$1.3M +$63.8K +411 +5%
LWCFA
531
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.29M +$94.2K +607 +8%
WWM
532
Western Wealth Management
Colorado
$1.28M +$24.8K +160 +2%
WIC
533
Wilkins Investment Counsel
Massachusetts
$1.28M – – –
WA1
534
Wimmer Associates 1
California
$1.27M -$71.4K -460 -5%
RZH
535
Relyea Zuckerberg Hanson
Connecticut
$1.27M -$34.9K -225 -3%
EBT
536
Enterprise Bank & Trust
Massachusetts
$1.26M -$97.5K -628 -7%
Cambridge Investment Research Advisors
537
Cambridge Investment Research Advisors
Iowa
$1.26M +$5.13K +33 +0.4%
JHP
538
James Hambro & Partners
United Kingdom
$1.24M -$256K -1,645 -17%
EWM
539
Evercore Wealth Management
New York
$1.23M – – –
BS
540
Banco Santander
Spain
$1.23M -$855K -5,508 -41%
CAAS
541
Capital Asset Advisory Services
Michigan
$1.23M -$94.7K -610 -7%
RCIM
542
Red Cedar Investment Management
Michigan
$1.23M +$464K +2,989 +61%
CCA
543
Checchi Capital Advisers
California
$1.21M +$327K +1,996 +37%
BAM
544
Blueshift Asset Management
New Jersey
$1.2M +$1.2M +7,707 New
UBG
545
United Bank (Georgia)
Georgia
$1.19M +$16.9K +109 +1%
PA
546
PFG Advisors
Arizona
$1.18M +$17.9K +115 +2%
QI
547
Qtron Investments
Massachusetts
$1.18M +$822K +5,295 +233%
DA
548
Duality Advisers
Florida
$1.17M +$1.17M +7,517 New
HPC
549
HM Payson & Co
Maine
$1.17M -$932 -6 -0.1%
TH
550
TCTC Holdings
Texas
$1.16M – – –
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