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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 %
CWM
776
C2C Wealth Management
Arizona
$395K – – –
FCAG
777
First Capital Advisors Group
New Jersey
$395K +$395K +2,543 New
FIM
778
Freedom Investment Management
Connecticut
$392K +$74.1K +477 +23%
LJHT
779
Laurie J. Hall Trustee
$387K – – –
GL
780
Graypoint LLC
New York
$385K +$39.6K +255 +11%
SFA
781
Sequoia Financial Advisors
Ohio
$383K +$56.1K +361 +17%
FB
782
Fulton Bank
Pennsylvania
$382K -$38.3K -247 -9%
SI
783
Stephens Inc
Arkansas
$382K -$2.95K -19 -0.8%
SCM
784
SOL Capital Management
Maryland
$380K -$3.89K -25 -1%
NP
785
NorthRock Partners
Minnesota
$378K -$89.2K -575 -19%
WCM
786
Wallace Capital Management
Texas
$378K – – –
AWM
787
Aberdeen Wealth Management
Illinois
$378K – – –
AWA
788
Aaron Wealth Advisors
Illinois
$375K -$48.4M -312,007 -99%
CWM
789
Cahaba Wealth Management
Georgia
$375K -$52.6K -339 -12%
WKWM
790
Walter & Keenan Wealth Management
Indiana
$373K – – –
BRWA
791
B. Riley Wealth Advisors
Florida
$369K +$31.5K +202 +9%
GA
792
Geller Advisors
New York
$367K -$310 -2 -0.1%
PIA
793
Powell Investment Advisors
Florida
$366K – – –
PCM
794
Penserra Capital Management
California
$364K -$32K -207 -8%
CF
795
Centaurus Financial
California
$363K +$4.03K +26 +1%
ICG
796
InterOcean Capital Group
Tennessee
$360K -$2.02K -13 -0.6%
GWS
797
Glassman Wealth Services
Virginia
$360K +$17.7K +114 +5%
IA
798
IFP Advisors
Florida
$357K – – –
LF
799
Lantz Financial
Illinois
$356K – – –
GCM
800
Gladius Capital Management
Illinois
$355K +$355K +2,284 New
30 31
32
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