MMC icon

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 %
BSW
701
Buckingham Strategic Wealth
Missouri
$544K +$23.5K +151 +5%
BWM
702
Buckley Wealth Management
Nevada
$543K -$9.16K -59 -2%
NCM
703
Noesis Capital Mangement
Florida
$543K – – –
T
704
TrueFG
Texas
$543K – – –
MCM
705
MAI Capital Management
Ohio
$534K -$4.5K -29 -0.8%
PWMAG
706
Pinnacle Wealth Management Advisory Group
New Jersey
$532K +$54.2K +349 +11%
SC
707
Savant Capital
Illinois
$531K +$27.6K +178 +5%
DDC
708
DF Dent & Co
Maryland
$531K +$109K +703 +26%
LS
709
Livforsakringsbolaget Skandia
Sweden
$530K -$280K -1,800 -35%
GAM
710
Gotham Asset Management
New York
$528K -$5.14M -33,114 -91%
CIM
711
Contravisory Investment Management
Massachusetts
$527K +$4.5K +29 +0.9%
SIM
712
Sentry Investment Management
Wisconsin
$524K -$102K -658 -16%
4WM
713
44 Wealth Management
Oregon
$521K +$2.8K +18 +0.5%
DW
714
Domani Wealth
Pennsylvania
$519K – – –
TWM
715
Thrive Wealth Management
Pennsylvania
$518K -$16.9K -109 -3%
FMLI
716
Fukoku Mutual Life Insurance
Japan
$515K -$110K -711 -18%
KFP
717
KB Financial Partners
New Jersey
$513K -$12.7K -82 -2%
DCP
718
DSM Capital Partners
Florida
$509K – – –
AC
719
Abbrea Capital
California
$506K – – –
RB
720
Rodgers Brothers
Pennsylvania
$505K – – –
KCM
721
Kathmere Capital Management
Pennsylvania
$504K -$16.3K -105 -3%
KBFS
722
Kohmann Bosshard Financial Services
Ohio
$504K – – –
WSFS
723
Wilmington Savings Fund Society
Delaware
$503K -$221K -1,422 -30%
CFB
724
Cullen/Frost Bankers
Texas
$503K -$2.02K -13 -0.4%
PCS
725
Personal CFO Solutions
New Jersey
$503K -$1.86K -12 -0.4%
27 28
29
30 31