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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 %
TCOT
551
Trust Company of Toledo
Ohio
$1.15M +$13.7K +88 +1%
TW
552
TrinityPoint Wealth
Connecticut
$1.15M -$16.3K -105 -1%
TC
553
Toews Corporation
New Jersey
$1.15M +$776K +5,000 +208%
WI
554
Wintrust Investments
Illinois
$1.14M -$3.11K -20 -0.3%
BBA
555
Baader Bank Aktiengesellschaft
Germany
$1.14M +$1.14M +7,344 New
S
556
SignatureFD
Georgia
$1.14M +$38.2K +246 +3%
BCWM
557
Bartlett & Co Wealth Management
Ohio
$1.13M +$5.12K +33 +0.5%
BC
558
Bartlett & Co
Ohio
$1.13M +$5.12K +33 +0.5%
KPWS
559
Kestra Private Wealth Services
Texas
$1.13M +$12.4K +80 +1%
TPCW
560
TD Private Client Wealth
New York
$1.12M +$65.2K +419 +6%
EWA
561
EverSource Wealth Advisors
Alabama
$1.11M +$214K +1,380 +24%
QCG
562
Quadrant Capital Group
Ohio
$1.11M +$75K +483 +7%
PAS
563
Park Avenue Securities
New York
$1.11M +$244K +1,574 +28%
TSW
564
Thompson Siegel & Walmsley
Virginia
$1.11M – – –
OPS
565
Orion Portfolio Solutions
Nebraska
$1.1M +$248K +1,599 +29%
BHC
566
Bowen Hanes & Co
Florida
$1.09M +$41.1K +265 +4%
RJT
567
Raymond James Trust
Florida
$1.09M +$68.1K +439 +7%
S
568
Seeyond
France
$1.09M -$2.45M -15,778 -69%
PGFC
569
Peapack-Gladstone Financial Corp
New Jersey
$1.09M +$6.21K +40 +0.6%
Jane Street
570
Jane Street
New York
$1.07M -$9.93M -63,953 -90%
SF
571
Summit Financial
New Jersey
$1.06M -$8.54K -55 -0.8%
AG
572
AIA Group
Hong Kong
$1.05M +$550K +3,544 +109%
CNC
573
Canandaigua National Corp
New York
$1.05M -$69.2K -446 -6%
CA
574
Clearstead Advisors
Ohio
$1.04M +$10.4K +67 +1%
DMBA
575
Deseret Mutual Benefit Administrators
Utah
$1.04M +$21.3K +137 +2%
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