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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 %
TFCP
751
Twin Focus Capital Partners
Massachusetts
$487K +$2.04K +12 +0.4%
RMCM
752
Reynders McVeigh Capital Management
Massachusetts
$481K -$97.6K -573 -17%
SWM
753
Stockman Wealth Management
Montana
$475K -$34.1K -200 -7%
SIA
754
Schechter Investment Advisors
Michigan
$470K +$81.5K +478 +21%
XSC
755
X-Square Capital
Puerto Rico
$467K +$37.4K +219 +9%
CFAM
756
Center For Asset Management
Florida
$466K +$71K +417 +18%
BP
757
Ballentine Partners
Massachusetts
$465K +$16.2K +95 +4%
DDC
758
DF Dent & Co
Maryland
$463K +$35.3K +207 +8%
FB
759
Fulton Bank
Pennsylvania
$461K +$4.94K +29 +1%
SWA
760
Stratos Wealth Advisors
Ohio
$461K +$82.2K +482 +22%
SWA
761
Sutton Wealth Advisors
Florida
$453K +$2.73K +16 +0.6%
PA
762
Procyon Advisors
Connecticut
$452K +$75.8K +445 +20%
VFA
763
Valeo Financial Advisors
Indiana
$452K +$90.6K +532 +25%
WWM
764
Windsor Wealth Management
Indiana
$448K -$11.7K -68 -3%
CWM
765
C2C Wealth Management
Arizona
$448K – – –
IC
766
Inscription Capital
Texas
$447K – – –
CWM
767
Cahaba Wealth Management
Georgia
$446K -$11.3K -70 -2%
BRM
768
Boston Research & Management
Massachusetts
$446K – – –
ECM
769
EagleClaw Capital Management
Massachusetts
$444K – – –
CAI
770
Capital Advisors Inc
Oklahoma
$443K – – –
BWP
771
BSW Wealth Partners
Colorado
$442K +$57.8K +339 +15%
MME
772
Meag Munich Ergo
Germany
$441K +$441K +2,557 New
PCM
773
Penserra Capital Management
California
$435K +$52.4K +308 +14%
EI
774
Ellevest Inc
New York
$428K +$93K +546 +28%
LJHT
775
Laurie J. Hall Trustee
$425K – – –
29 30
31
32 33