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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 %
CCM
576
Coldstream Capital Management
Washington
$1.04M +$173K +1,115 +20%
AI
577
AXS Investments
New York
$1.04M +$1.04M +6,690 New
ST
578
Smithfield Trust
Pennsylvania
$1.03M – – –
EIM
579
Essex Investment Management
Massachusetts
$1.03M -$30.9K -199 -3%
AIP
580
Ameritas Investment Partners
Nebraska
$1.03M -$24.7K -159 -2%
TMAM
581
Tokio Marine Asset Management
Japan
$1.02M +$189K +1,219 +23%
Lido Advisors
582
Lido Advisors
California
$1.02M +$46.4K +299 +5%
EIA
583
Edgemoor Investment Advisors
Maryland
$1.02M +$4.5K +29 +0.4%
EWM
584
Elmwood Wealth Management
California
$1.01M -$27.2K -175 -3%
CI
585
Cigna Investments
Connecticut
$1M -$384K -2,470 -28%
CNC
586
Citizens & Northern Corp
Pennsylvania
$998K -$10.1K -65 -1%
TI
587
Tidal Investments
Wisconsin
$987K -$1.21M -7,788 -55%
OIA
588
OneDigital Investment Advisors
Kansas
$987K +$50K +322 +5%
BWAM
589
Boyd Watterson Asset Management
Ohio
$965K -$4.04K -26 -0.4%
GF
590
Gries Financial
Ohio
$964K – – –
DLA
591
Douglas Lane & Associates
New York
$962K +$150K +964 +18%
ACP
592
Arcus Capital Partners
Georgia
$959K -$33.5K -216 -3%
WPA
593
West Paces Advisors
Georgia
$958K -$1.24K -8 -0.1%
SIA
594
SkyView Investment Advisors
New Jersey
$956K -$26.7K -172 -3%
AAS
595
Annex Advisory Services
Wisconsin
$954K -$184K -1,184 -16%
BHWM
596
Bar Harbor Wealth Management
New Hampshire
$951K -$161K -1,035 -14%
MTIC
597
Missouri Trust & Investment Company
Missouri
$951K +$42.7K +275 +5%
BJL
598
Brighton Jones LLC
Washington
$950K +$8.85K +57 +0.9%
FWCM
599
Ferguson Wellman Capital Management
Oregon
$946K +$27.9K +180 +3%
Cetera Investment Advisers
600
Cetera Investment Advisers
Illinois
$944K +$294K +1,893 +45%
22 23
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