MMC icon

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 %
RWB
551
RMR Wealth Builders
New Jersey
$1.46M – – –
BJL
552
Brighton Jones LLC
Washington
$1.46M -$198K -1,196 -12%
CAAS
553
Capital Asset Advisory Services
Michigan
$1.46M +$101K +608 +7%
S
554
Seeyond
France
$1.45M +$689K +4,164 +90%
YIH
555
Y-Intercept (HK)
Hong Kong
$1.45M -$2.59M -15,641 -64%
CAM
556
Cresset Asset Management
Illinois
$1.44M +$475K +3,278 +49%
RZH
557
Relyea Zuckerberg Hanson
Connecticut
$1.42M +$58.4K +353 +4%
NRS
558
Neville Rodie & Shaw
New York
$1.41M – – –
XT
559
XTX Topco
Cayman Islands
$1.41M +$644K +3,891 +84%
BC
560
Bartlett & Co
Ohio
$1.41M -$1.49K -9 -0.1%
BCWM
561
Bartlett & Co Wealth Management
Ohio
$1.41M -$1.49K -9 -0.1%
BHPW
562
Beverly Hills Private Wealth
California
$1.41M +$1.41M +8,503 New
LI
563
LMCG Investments
Massachusetts
$1.41M -$78.6K -475 -5%
S
564
SignatureFD
Georgia
$1.4M +$59.2K +358 +4%
EWM
565
Evercore Wealth Management
New York
$1.39M +$74.3K +449 +6%
SAM
566
Shell Asset Management
Netherlands
$1.39M -$3.54M -21,382 -72%
WA1
567
Wimmer Associates 1
California
$1.37M – – –
LIA
568
LS Investment Advisors
Michigan
$1.37M -$50.8K -307 -4%
VLC
569
Van Leeuwen & Company
New Jersey
$1.37M +$1.37M +8,256 New
QCG
570
Quadrant Capital Group
Ohio
$1.36M +$232K +1,403 +21%
DI
571
DFPG Investments
Utah
$1.36M +$978K +5,626 +257%
WA
572
Wealth Alliance
New York
$1.36M +$396K +2,392 +41%
EBT
573
Enterprise Bank & Trust
Massachusetts
$1.35M +$3.31K +20 +0.2%
MCM
574
MAI Capital Management
Ohio
$1.35M +$275K +1,664 +26%
BS
575
Banco Santander
Spain
$1.34M +$69.5K +420 +5%
21 22
23
24 25