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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 %
KFA
776
Krane Funds Advisors
New York
$425K +$59.4K +348 +16%
SI
777
Stephens Inc
Arkansas
$423K +$97.6K +572 +30%
SCM
778
SOL Capital Management
Maryland
$421K – – –
AIP
779
ARS Investment Partners
New York
$418K – – –
SWP
780
Stratos Wealth Partners
Ohio
$418K +$57.6K +338 +16%
AWM
781
Aberdeen Wealth Management
Illinois
$415K – – –
PCP
782
Proficio Capital Partners
Massachusetts
$412K +$47.4K +278 +13%
FEG
783
Fund Evaluation Group
Ohio
$411K +$411K +2,411 New
WKWM
784
Walter & Keenan Wealth Management
Indiana
$409K – – –
TC
785
Toews Corporation
New Jersey
$409K +$409K +2,400 New
GA
786
Geller Advisors
New York
$404K +$34.3K +201 +9%
T
787
TOBAM
France
$404K +$148K +872 +58%
PIA
788
Powell Investment Advisors
Florida
$402K +$1.53K +9 +0.4%
SLG
789
Stanley-Laman Group
Pennsylvania
$400K +$400K +2,348 New
BFPW
790
BOK Financial Private Wealth
Colorado
$399K +$33.9K +199 +9%
ICG
791
InterOcean Capital Group
Tennessee
$398K +$2.22K +13 +0.6%
CF
792
Centaurus Financial
California
$395K -$4.27K -25 -1%
LF
793
Lantz Financial
Illinois
$391K – – –
MPI
794
Mairs & Power Inc
Minnesota
$389K +$136K +800 +54%
QI
795
Qtron Investments
Massachusetts
$387K +$387K +2,273 New
WCM
796
Wallace Capital Management
Texas
$386K – – –
RWM
797
Ritholtz Wealth Management
New York
$385K +$143K +840 +59%
GA
798
GraniteShares Advisors
New York
$384K -$19.1K -112 -5%
PCM
799
Pointe Capital Management
Michigan
$381K +$11.6K +68 +3%
BDWM
800
Brewin Dolphin Wealth Management
Ireland
$379K – – –
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