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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 %
KWM
626
Kingsview Wealth Management
Oregon
$827K -$284K -1,826 -26%
TAM
627
Trust Asset Management
Texas
$821K +$32.6K +210 +4%
MPAM
628
Murphy Pohlad Asset Management
Minnesota
$820K – – –
PA
629
Parallel Advisors
California
$811K +$100K +645 +14%
ROTUOC
630
Regents of the University of California
California
$807K – – –
MMHP
631
Murphy Middleton Hinkle & Parker
Georgia
$806K -$18K -116 -2%
MFGM
632
Marshall Financial Group (Maryland)
Maryland
$799K +$799K +5,149 New
SPIA
633
Steward Partners Investment Advisory
New York
$796K -$5.9K -38 -0.7%
CI
634
Conning Inc
Connecticut
$789K -$4.66K -30 -0.6%
QC
635
Quadrature Capital
United Kingdom
$788K +$788K +5,073 New
FMAEN1
636
Fund Management at Engine No 1
California
$787K +$123K +793 +19%
MSAM
637
Moloney Securities Asset Management
Missouri
$776K -$144K -926 -16%
JFL
638
Jarislowsky, Fraser Ltd
Quebec, Canada
$770K +$10.2K +66 +1%
CI Investments Inc
639
CI Investments Inc
Ontario, Canada
$762K -$303K -1,953 -28%
IIC
640
Ironwood Investment Counsel
Arizona
$762K +$17.5K +113 +2%
SWA
641
SFMG Wealth Advisors
Texas
$760K +$621 +4 +0.1%
JWM
642
JGP Wealth Management
Oregon
$755K -$8.67K -55 -1%
OC
643
Oppenheimer & Co
New York
$739K -$3.88K -25 -0.5%
PWPS
644
Pinnacle Wealth Planning Services
Ohio
$738K +$27K +174 +4%
GIA
645
Gateway Investment Advisers
Ohio
$737K +$36.8K +237 +5%
EP
646
Edgestream Partners
New Jersey
$736K -$484K -3,118 -40%
EP
647
Eudaimonia Partners
Tennessee
$731K +$16K +103 +2%
SP
648
Symmetry Partners
Connecticut
$725K -$308K -1,980 -30%
DCM
649
Donaldson Capital Management
Indiana
$720K +$10.2K +66 +1%
WFI
650
West Family Investments
California
$698K -$52.3K -337 -7%
24 25
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