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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 %
UAML
601
US Asset Management LLC
Pennsylvania
$942K -$86.3K -556 -8%
HFS
602
Hantz Financial Services
Michigan
$938K +$39.5K +254 +4%
IAN
603
Integrated Advisors Network
Texas
$937K +$189K +1,218 +25%
CG
604
Caprock Group
Idaho
$934K +$231K +1,487 +33%
IC
605
Inverness Counsel
New York
$922K -$2.02K -13 -0.2%
SCM
606
Shelton Capital Management
Colorado
$918K – – –
AWM
607
Aries Wealth Management
Maine
$918K +$918K +5,911 New
CGL
608
Clarius Group LLC
Washington
$910K +$77.3K +498 +9%
ECM
609
Element Capital Management
New York
$907K +$302K +1,947 +50%
VWM
610
Venturi Wealth Management
Texas
$904K -$17.1K -110 -2%
BCM
611
Boltwood Capital Management
California
$897K -$23.3K -150 -3%
WA
612
Wealth Alliance
New York
$891K -$12.4K -80 -1%
PA
613
Pinnacle Associates
New York
$889K +$54.2K +349 +6%
VF
614
Virtu Financial
New York
$889K +$889K +5,725 New
S
615
SimplyRich
California
$888K -$8.22K -53 -0.9%
CIA
616
Capital Investment Advisors
Georgia
$887K -$120K -771 -12%
ACM
617
Allred Capital Management
Texas
$878K -$65K -419 -7%
HBT
618
Heartland Bank & Trust
Illinois
$874K +$22.2K +143 +3%
ACP
619
Ashfield Capital Partners
California
$873K – – –
GIA
620
Gladstone Institutional Advisory
Florida
$848K +$187K +1,201 +28%
MYLI
621
Meiji Yasuda Life Insurance
Japan
$848K +$391K +2,516 +85%
MME
622
Meag Munich Ergo
Germany
$848K +$451K +2,905 +114%
DY
623
Dowling & Yahnke
California
$847K +$131K +845 +18%
NSB
624
Norway Savings Bank
Maine
$846K +$68.5K +441 +9%
PA
625
Profund Advisors
Maryland
$845K -$255K -1,641 -23%
23 24
25
26 27