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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 %
XSC
751
X-Square Capital
Puerto Rico
$451K +$25.8K +166 +6%
FFM
752
Forum Financial Management
Illinois
$450K -$23.6K -152 -5%
RL
753
Ruffer LLP
United Kingdom
$450K – – –
SWA
754
Stratos Wealth Advisors
Ohio
$447K +$27.6K +178 +7%
SG
755
Strid Group
Pennsylvania
$445K – – –
Dodge & Cox
756
Dodge & Cox
California
$444K – – –
TFCP
757
Twin Focus Capital Partners
Massachusetts
$444K – – –
IDBONY
758
Israel Discount Bank of New York
New York
$440K -$4.35K -28 -1%
OPPTF
759
OPSEU Pension Plan Trust Fund
Ontario, Canada
$440K +$440K +2,861 New
RMCM
760
Reynders McVeigh Capital Management
Massachusetts
$439K +$311 +2 +0.1%
ECM
761
EagleClaw Capital Management
Massachusetts
$437K +$32K +206 +8%
BP
762
Ballentine Partners
Massachusetts
$433K +$10.2K +66 +2%
SWM
763
Stockman Wealth Management
Montana
$432K – – –
SWP
764
Stratos Wealth Partners
Ohio
$429K +$48.4K +312 +13%
MCM
765
Manchester Capital Management
Vermont
$422K +$180K +1,159 +74%
PCP
766
Proficio Capital Partners
Massachusetts
$421K +$45.5K +293 +12%
TBA
767
Tower Bridge Advisors
Pennsylvania
$419K -$31.1K -200 -7%
SWA
768
Sutton Wealth Advisors
Florida
$413K +$466 +3 +0.1%
IGWM
769
ICA Group Wealth Management
Colorado
$409K +$8.76K +51 +2%
BRM
770
Boston Research & Management
Massachusetts
$406K – – –
CAI
771
Capital Advisors Inc
Oklahoma
$404K – – –
AIP
772
ARS Investment Partners
New York
$402K +$21.3K +137 +6%
RT
773
Rockland Trust
Massachusetts
$401K -$83.3K -537 -17%
T
774
TOBAM
France
$401K +$32.9K +212 +9%
PWM
775
Perigon Wealth Management
California
$400K +$58.6K +377 +17%
29 30
31
32 33