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 %
OCG
726
Opus Capital Group
Ohio
$503K – – –
BFA
727
Bill Few Associates
Pennsylvania
$498K – – –
MC
728
Moors & Cabot
Massachusetts
$498K +$22K +142 +5%
DSC
729
Duncker Streett & Co
Missouri
$497K – – –
BONH
730
Bank of New Hampshire
New Hampshire
$495K -$7.76K -50 -2%
RW
731
REDW Wealth
New Mexico
$495K – – –
SPWM
732
Spartan Planning & Wealth Management
North Carolina
$492K +$18.8K +121 +4%
LIM
733
Leavell Investment Management
Alabama
$489K – – –
MA
734
Montag & Associates
Georgia
$487K – – –
MFG
735
Merit Financial Group
Georgia
$487K +$487K +3,139 New
DWM
736
Defined Wealth Management
Oregon
$480K – – –
WFPG
737
Waller Financial Planning Group
Ohio
$480K +$1.55K +10 +0.3%
EHWM
738
Eads & Heald Wealth Management
Georgia
$480K +$480K +3,090 New
SB
739
Strategic Blueprint
Georgia
$479K +$11.2K +72 +2%
AC
740
ASB Consultores
Florida
$478K -$154K -989 -24%
RBC
741
Roble Belko & Company
Pennsylvania
$478K +$309K +1,987 +182%
QCM
742
Quantinno Capital Management
New York
$475K +$247K +1,591 +108%
PA
743
Procyon Advisors
Connecticut
$471K +$58.7K +378 +14%
NSAM
744
North Star Asset Management
Wisconsin
$470K – – –
BA
745
Bellwether Advisors
Nebraska
$469K -$21.4K -138 -4%
FBB
746
Fulton Breakefield Broenniman
Maryland
$466K -$13.5K -87 -3%
BWP
747
BSW Wealth Partners
Colorado
$462K +$59.2K +381 +15%
DS
748
DRW Securities
Illinois
$459K +$459K +2,956 New
NB
749
NBT Bank
New York
$456K +$177K +1,136 +63%
AAS
750
Avantax Advisory Services
Texas
$456K +$456K +2,939 New
28 29
30
31 32