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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 %
SFS
676
Stiles Financial Services
Minnesota
$612K +$1.55K +10 +0.3%
WCA
677
Waypoint Capital Advisors
Minnesota
$608K -$155 -1 -0%
ML
678
McAdam LLC
Pennsylvania
$608K +$91.8K +591 +18%
MGIA
679
Matthew Goff Investment Advisor
Texas
$604K – – –
WPC
680
Wedmont Private Capital
Pennsylvania
$602K +$57.9K +373 +11%
GRP
681
Global Retirement Partners
California
$601K +$7.6K +49 +1%
MC
682
Machina Capital
France
$591K +$54K +348 +10%
APA
683
American Portfolios Advisors
New York
$590K +$14.6K +94 +3%
HCM
684
Hutchinson Capital Management
California
$588K +$466 +3 +0.1%
AWE
685
Avidian Wealth Enterprises
Texas
$583K -$2.48K -16 -0.4%
BA
686
Bridgewater Advisors
New York
$580K -$28.2K -182 -5%
HWM
687
HB Wealth Management
Georgia
$575K -$106K -681 -16%
DWT
688
Dorsey & Whitney Trust
South Dakota
$574K +$28.3K +182 +5%
RWM
689
Ritholtz Wealth Management
New York
$574K +$223K +1,435 +63%
MOS
690
MGO One Seven
Ohio
$571K +$16.8K +108 +3%
BFM
691
Boston Financial Management
Massachusetts
$571K +$28.4K +183 +5%
AWA
692
Archvest Wealth Advisors
California
$568K -$6.52K -42 -1%
GG
693
Gofen & Glossberg
Illinois
$563K – – –
PCA
694
Personal Capital Advisors
California
$562K +$8.7K +56 +2%
EI
695
Ellevest Inc
New York
$560K +$169K +1,091 +43%
PP
696
Prospector Partners
Connecticut
$559K – – –
TCBWMS
697
Texas Capital Bank Wealth Management Services
Texas
$556K +$54.5K +351 +11%
AFP
698
Ausdal Financial Partners
Iowa
$553K – – –
DWM
699
Dakota Wealth Management
Florida
$550K +$12.4K +80 +2%
GCMG
700
Gyroscope Capital Management Group
Florida
$544K +$13K +84 +2%
26 27
28
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