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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 %
SPIA
626
Steward Partners Investment Advisory
New York
$880K +$50.1K +294 +6%
CI
627
Conning Inc
Connecticut
$872K -$12.4K -73 -1%
TAM
628
Trust Asset Management
Texas
$866K +$28K +164 +3%
NSB
629
Norway Savings Bank
Maine
$853K +$23K +135 +3%
JWM
630
JGP Wealth Management
Oregon
$836K -$95.5K -553 -10%
RCIM
631
Red Cedar Investment Management
Michigan
$836K +$413K +2,422 +98%
JFL
632
Jarislowsky, Fraser Ltd
Quebec, Canada
$835K – – –
SWA
633
SFMG Wealth Advisors
Texas
$833K +$10.9K +64 +1%
MSCM
634
McElhenny Sheffield Capital Management
Texas
$831K -$183K -1,072 -18%
PWP
635
Personal Wealth Partners
Minnesota
$830K – – –
WFI
636
West Family Investments
California
$824K – – –
IAN
637
Integrated Advisors Network
Texas
$821K -$36.1K -212 -4%
WJWM
638
Williams Jones Wealth Management
New York
$820K +$15.3K +90 +2%
IIC
639
Ironwood Investment Counsel
Arizona
$818K – – –
OC
640
Oppenheimer & Co
New York
$816K +$2.9K +17 +0.4%
WSFS
641
Wilmington Savings Fund Society
Delaware
$795K +$4.09K +24 +0.5%
AWA
642
Amplius Wealth Advisors
Pennsylvania
$794K – – –
PA
643
Parallel Advisors
California
$787K -$31.6K -184 -4%
DY
644
Dowling & Yahnke
California
$786K +$81.1K +476 +12%
EP
645
Eudaimonia Partners
Tennessee
$785K +$785K +4,608 New
CFGS
646
Concourse Financial Group Securities
Alabama
$781K -$11.9K -70 -2%
PWPS
647
Pinnacle Wealth Planning Services
Ohio
$781K +$168K +988 +28%
DCM
648
Donaldson Capital Management
Indiana
$779K -$603K -3,537 -44%
HH
649
Hilltop Holdings
Texas
$776K -$34.3K -201 -4%
TCM
650
Triumph Capital Management
Colorado
$775K +$775K +4,547 New
24 25
26
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