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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 %
BA
676
Bridgewater Advisors
New York
$668K +$36.1K +212 +6%
SFO
677
Stokes Family Office
Louisiana
$666K -$78.9K -463 -11%
ECM
678
Element Capital Management
New York
$664K +$664K +3,894 New
MGIA
679
Matthew Goff Investment Advisor
Texas
$663K – – –
HCM
680
Hutchinson Capital Management
California
$645K +$1.02K +6 +0.2%
AWE
681
Avidian Wealth Enterprises
Texas
$643K +$37.7K +221 +6%
DADC
682
D.A. Davidson & Co
Montana
$638K +$13.5K +79 +2%
APA
683
American Portfolios Advisors
New York
$631K -$3.07K -18 -0.5%
AWA
684
Archvest Wealth Advisors
California
$631K – – –
GG
685
Gofen & Glossberg
Illinois
$618K – – –
PP
686
Prospector Partners
Connecticut
$614K +$85.3K +500 +16%
NICM
687
Neo Ivy Capital Management
New York
$610K +$610K +3,582 New
MOS
688
MGO One Seven
Ohio
$608K -$832K -4,881 -58%
PCA
689
Personal Capital Advisors
California
$607K -$52.7K -309 -8%
AFP
690
Ausdal Financial Partners
Iowa
$607K – – –
BWM
691
Buckley Wealth Management
Nevada
$606K +$178K +1,047 +42%
WPC
692
Wedmont Private Capital
Pennsylvania
$600K +$99.3K +580 +20%
Verition Fund Management
693
Verition Fund Management
Connecticut
$599K -$195K -1,146 -25%
DWT
694
Dorsey & Whitney Trust
South Dakota
$599K – – –
NCM
695
Noesis Capital Mangement
Florida
$596K – – –
T
696
TrueFG
Texas
$596K – – –
BFM
697
Boston Financial Management
Massachusetts
$596K +$306K +1,794 +105%
MCM
698
MAI Capital Management
Ohio
$591K -$27.4K -161 -4%
MC
699
Machina Capital
France
$590K +$210K +1,231 +55%
DWM
700
Dakota Wealth Management
Florida
$590K +$333K +1,955 +130%
26 27
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