MMC icon

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 %
FI
651
Fosun International
China
$774K – – –
CG
652
Caprock Group
Idaho
$772K +$69.9K +410 +10%
QPWM
653
Quadrant Private Wealth Management
Pennsylvania
$769K +$769K +4,511 New
GIA
654
Gateway Investment Advisers
Ohio
$768K -$3.58K -21 -0.5%
KM
655
Kalos Management
Georgia
$766K -$49.7K -292 -6%
HWM
656
HB Wealth Management
Georgia
$747K +$167K +982 +29%
BIP
657
Blueprint Investment Partners
North Carolina
$743K +$1.88K +11 +0.3%
CAG
658
Csenge Advisory Group
Florida
$736K +$8.69K +51 +1%
M
659
Mirova
France
$729K -$24.2K -142 -3%
FMAEN1
660
Fund Management at Engine No 1
California
$729K +$729K +4,275 New
GIA
661
Gladstone Institutional Advisory
Florida
$726K -$438K -2,567 -38%
AT
662
Arden Trust
Delaware
$724K -$59.6K -350 -8%
Cetera Investment Advisers
663
Cetera Investment Advisers
Illinois
$714K +$218K +1,277 +44%
First Manhattan
664
First Manhattan
New York
$711K +$511 +3 +0.1%
Luther King Capital Management (LKCM)
665
Luther King Capital Management (LKCM)
Texas
$706K -$852 -5 -0.1%
V
666
VeraBank
Texas
$699K -$37.1K -218 -5%
AUB
667
Atlantic Union Bankshares
Virginia
$695K -$7.66K -45 -1%
AC
668
ASB Consultores
Florida
$693K +$51.3K +301 +8%
SIM
669
Sentry Investment Management
Wisconsin
$688K -$116K -679 -14%
KC
670
Kenfarb & Co
Kentucky
$688K +$222K +1,300 +48%
FMLI
671
Fukoku Mutual Life Insurance
Japan
$687K – – –
RR
672
Robotti Robert
$682K – – –
CCG
673
Chatham Capital Group
Georgia
$681K +$293K +1,720 +76%
SFS
674
Stiles Financial Services
Minnesota
$670K -$4.43K -26 -0.7%
WCA
675
Waypoint Capital Advisors
Minnesota
$668K +$3.41K +20 +0.5%
25 26
27
28 29