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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 %
GCP
651
GSA Capital Partners
United Kingdom
$696K +$696K +4,485 New
QPWM
652
Quadrant Private Wealth Management
Pennsylvania
$695K -$5.44K -35 -0.8%
CFGS
653
Concourse Financial Group Securities
Alabama
$692K -$19.9K -128 -3%
BIP
654
Blueprint Investment Partners
North Carolina
$689K +$12.3K +79 +2%
CAG
655
Csenge Advisory Group
Florida
$689K +$18.2K +117 +3%
AWA
656
Amplius Wealth Advisors
Pennsylvania
$688K -$34.7K -224 -5%
KC
657
Kenfarb & Co
Kentucky
$688K – – –
SIA
658
Schechter Investment Advisors
Michigan
$682K +$255K +1,642 +60%
SFO
659
Stokes Family Office
Louisiana
$670K +$63.2K +407 +10%
AP
660
Advisors Preferred
Maryland
$666K +$666K +4,288 New
Luther King Capital Management (LKCM)
661
Luther King Capital Management (LKCM)
Texas
$665K +$22.2K +143 +3%
WJWM
662
Williams Jones Wealth Management
New York
$664K -$83.4K -537 -11%
VEA
663
Virtus ETF Advisers
New York
$654K +$654K +4,213 New
DGAM
664
Desjardins Global Asset Management
Quebec, Canada
$651K -$226K -1,454 -26%
First Manhattan
665
First Manhattan
New York
$648K +$310 +2 +0%
AT
666
Arden Trust
Delaware
$645K -$14.6K -94 -2%
CCG
667
Chatham Capital Group
Georgia
$644K +$23.3K +150 +4%
HI
668
Horizon Investments
North Carolina
$637K -$1.12M -7,250 -64%
V
669
VeraBank
Texas
$637K -$155 -1 -0%
AUB
670
Atlantic Union Bankshares
Virginia
$633K – – –
NB
671
Nicolet Bankshares
Wisconsin
$630K +$109K +703 +21%
FCI
672
Financial Counselors Inc
Kansas
$629K +$287K +1,847 +84%
VIA
673
Vident Investment Advisory
Georgia
$627K -$367K -2,386 -37%
HH
674
Hilltop Holdings
Texas
$614K -$93.2K -600 -13%
DADC
675
D.A. Davidson & Co
Montana
$613K +$32.4K +209 +6%
25 26
27
28 29