MMC icon

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 %
GL
801
Graypoint LLC
New York
$379K +$25.6K +150 +7%
FCI
802
Financial Counselors Inc
Kansas
$376K -$5.63K -33 -1%
GWS
803
Glassman Wealth Services
Virginia
$376K +$10.2K +60 +3%
AF
804
Advisornet Financial
Minnesota
$375K +$7.83K +46 +2%
PWM
805
Perigon Wealth Management
California
$374K +$8.34K +49 +2%
RIM
806
Reliant Investment Management
Tennessee
$373K -$74.2K -435 -17%
SHWM
807
Smith & Howard Wealth Management
Georgia
$373K – – –
DI
808
DFPG Investments
Utah
$373K – – –
BDF
809
Balasa Dinverno & Foltz
$372K – – –
GC
810
Gilbert & Cook
Iowa
$372K +$6.48K +38 +2%
SPC
811
Sigma Planning Corp
Michigan
$371K +$92.4K +542 +33%
BRWA
812
B. Riley Wealth Advisors
Florida
$370K -$121K -706 -25%
IGWM
813
ICA Group Wealth Management
Colorado
$368K +$368K +2,330 New
WCA
814
Westover Capital Advisors
Delaware
$365K -$76.9K -451 -17%
CWC
815
Carolinas Wealth Consulting
North Carolina
$365K +$5.11K +30 +1%
SWP
816
Strategic Wealth Partners
Ohio
$363K +$93.3K +548 +35%
CS
817
Comerica Securities
Michigan
$362K +$40.7K +239 +13%
WP
818
WealthSource Partners
California
$360K +$20.6K +121 +6%
JAG
819
Journey Advisory Group
Kentucky
$359K – – –
SFA
820
Sequoia Financial Advisors
Ohio
$359K +$155K +906 +76%
IA
821
IFP Advisors
Florida
$357K +$275K +3,322 +334%
APWM
822
Atlas Private Wealth Management
New York
$356K +$22.3K +131 +7%
CA
823
Cetera Advisors
Colorado
$355K +$21.8K +128 +7%
ZCA
824
Zeke Capital Advisors
Pennsylvania
$351K +$351K +2,059 New
FIM
825
Freedom Investment Management
Connecticut
$349K -$10.9K -64 -3%
31 32
33
34 35