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 %
RW
726
REDW Wealth
New Mexico
$544K – – –
BA
727
Bellwether Advisors
Nebraska
$539K +$475K +2,789 +744%
LIM
728
Leavell Investment Management
Alabama
$537K – – –
MA
729
Montag & Associates
Georgia
$534K – – –
VI
730
Versor Investments
New York
$533K -$558K -3,273 -51%
RT
731
Rockland Trust
Massachusetts
$532K -$181K -1,061 -25%
DWM
732
Defined Wealth Management
Oregon
$527K – – –
FBB
733
Fulton Breakefield Broenniman
Maryland
$527K +$527K +3,090 New
PWMAG
734
Pinnacle Wealth Management Advisory Group
New Jersey
$525K – – –
WFPG
735
Waller Financial Planning Group
Ohio
$525K +$1.87K +11 +0.4%
MC
736
Moors & Cabot
Massachusetts
$523K +$41.1K +241 +9%
FFM
737
Forum Financial Management
Illinois
$519K +$851 +5 +0.2%
SPWM
738
Spartan Planning & Wealth Management
North Carolina
$519K +$519K +3,046 New
NSAM
739
North Star Asset Management
Wisconsin
$516K +$5.97K +35 +1%
SB
740
Strategic Blueprint
Georgia
$514K +$7.5K +44 +1%
NP
741
NorthRock Partners
Minnesota
$513K +$76.5K +449 +18%
BONST
742
Bank of Nova Scotia Trust
Ontario, Canada
$503K +$301K +1,766 +149%
E
743
Ergoteles
New York
$503K +$503K +2,953 New
BG
744
Bollard Group
Massachusetts
$502K +$1.7K +10 +0.3%
MYLI
745
Meiji Yasuda Life Insurance
Japan
$502K +$123K +720 +32%
TBA
746
Tower Bridge Advisors
Pennsylvania
$494K -$51.1K -300 -9%
RL
747
Ruffer LLP
United Kingdom
$494K – – –
IDBONY
748
Israel Discount Bank of New York
New York
$488K -$10.8K -63 -2%
SG
749
Strid Group
Pennsylvania
$488K – – –
Dodge & Cox
750
Dodge & Cox
California
$487K – – –
28 29
30
31 32