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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 %
TCOT
551
Trust Company of Toledo
Ohio
$1.25M – – –
AAS
552
Annex Advisory Services
Wisconsin
$1.25M -$73.5K -431 -6%
IA
553
Icon Advisers
Colorado
$1.24M – – –
BC
554
Bartlett & Co
Ohio
$1.24M -$6.14K -36 -0.5%
BCWM
555
Bartlett & Co Wealth Management
Ohio
$1.24M -$6.14K -36 -0.5%
CNC
556
Canandaigua National Corp
New York
$1.23M +$46.5K +273 +4%
KPWS
557
Kestra Private Wealth Services
Texas
$1.23M -$23.2K -136 -2%
BHWM
558
Bar Harbor Wealth Management
New Hampshire
$1.22M -$478K -2,809 -28%
KWM
559
Kingsview Wealth Management
Oregon
$1.22M -$22.8K -134 -2%
TSW
560
Thompson Siegel & Walmsley
Virginia
$1.22M -$142K -833 -10%
PA
561
Profund Advisors
Maryland
$1.21M -$131K -769 -10%
S
562
SignatureFD
Georgia
$1.21M +$72.8K +427 +6%
PGFC
563
Peapack-Gladstone Financial Corp
New Jersey
$1.19M -$171K -1,003 -13%
SF
564
Summit Financial
New Jersey
$1.17M +$193K +1,135 +20%
CI Investments Inc
565
CI Investments Inc
Ontario, Canada
$1.17M -$425K -2,493 -27%
EIM
566
Essex Investment Management
Massachusetts
$1.16M -$103K -602 -8%
TPCW
567
TD Private Client Wealth
New York
$1.16M +$144K +845 +14%
AIP
568
Ameritas Investment Partners
Nebraska
$1.16M -$30K -176 -3%
BHC
569
Bowen Hanes & Co
Florida
$1.16M -$38.3K -225 -3%
EWM
570
Elmwood Wealth Management
California
$1.14M +$44.3K +260 +4%
QCG
571
Quadrant Capital Group
Ohio
$1.14M +$38.5K +226 +4%
ASN
572
Advisory Services Network
Georgia
$1.14M -$739K -4,338 -39%
TCM
573
Teza Capital Management
Illinois
$1.14M +$1.14M +6,658 New
CA
574
Clearstead Advisors
Ohio
$1.13M +$45K +264 +4%
SP
575
Symmetry Partners
Connecticut
$1.13M +$220K +1,293 +24%
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