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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 %
FWCM
601
Ferguson Wellman Capital Management
Oregon
$1.01M – – –
SCM
602
Shelton Capital Management
Colorado
$1.01M – – –
BL
603
Balentine LLC
Georgia
$1.01M +$633K +3,717 +170%
MTIC
604
Missouri Trust & Investment Company
Missouri
$997K +$303K +1,775 +44%
WA
605
Wealth Alliance
New York
$991K +$58.9K +346 +6%
HFS
606
Hantz Financial Services
Michigan
$986K +$154K +901 +18%
EWA
607
EverSource Wealth Advisors
Alabama
$986K +$485K +2,847 +97%
S
608
SimplyRich
California
$984K -$28.3K -166 -3%
Wolverine Trading
609
Wolverine Trading
Illinois
$982K -$1.52M -8,832 -61%
DGAM
610
Desjardins Global Asset Management
Quebec, Canada
$963K -$4.94K -29 -0.5%
ACP
611
Ashfield Capital Partners
California
$958K – – –
CCM
612
Coldstream Capital Management
Washington
$952K -$121K -710 -11%
PAS
613
Park Avenue Securities
New York
$949K +$268K +1,573 +39%
OPS
614
Orion Portfolio Solutions
Nebraska
$938K -$29.3K -172 -3%
HBT
615
Heartland Bank & Trust
Illinois
$935K -$29.1K -171 -3%
CGL
616
Clarius Group LLC
Washington
$932K – – –
PA
617
Pinnacle Associates
New York
$916K – – –
TMAM
618
Tokio Marine Asset Management
Japan
$916K +$87.1K +511 +11%
ACM
619
AlphaCrest Capital Management
New York
$913K -$1.25M -7,324 -58%
CCA
620
Checchi Capital Advisers
California
$913K +$55.2K +324 +6%
MMHP
621
Murphy Middleton Hinkle & Parker
Georgia
$904K +$223K +1,312 +33%
MPAM
622
Murphy Pohlad Asset Management
Minnesota
$900K – – –
DLA
623
Douglas Lane & Associates
New York
$892K +$16.5K +97 +2%
LS
624
Livforsakringsbolaget Skandia
Sweden
$888K – – –
ROTUOC
625
Regents of the University of California
California
$886K – – –
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25
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