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Marsh & McLennan
MMC

Overview Fund Activity

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$344M
2
ClearBridge Investments
ClearBridge Investments
New York
+$320M
3
BlackRock
BlackRock
New York
+$302M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$69.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$199M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$183M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$150M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$110M
5
Goldman Sachs
Goldman Sachs
New York
-$98.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDBONY
801
Israel Discount Bank of New York
New York
$441K -$19.2K -116 -4%
ZCA
802
Zeke Capital Advisors
Pennsylvania
$439K +$993 +6 +0.2%
CWM
803
C2C Wealth Management
Arizona
$439K – – –
DMBA
804
Deseret Mutual Benefit Administrators
Utah
$437K -$455K -2,749 -51%
BRM
805
Boston Research & Management
Massachusetts
$436K +$2.81K +17 +0.6%
PAG
806
Private Advisor Group
New Jersey
$432K -$27.7K -888 -6%
RIM
807
Reliant Investment Management
Tennessee
$432K +$70K +423 +19%
CAI
808
Capital Advisors Inc
Oklahoma
$430K – – –
T
809
TOBAM
France
$428K – – –
OCBCO
810
Oversea-Chinese Banking Corp (OCBC)
Singapore
$427K +$427K +2,581 New
TSS
811
Two Sigma Securities
New York
$426K +$426K +2,575 New
IA
812
IFP Advisors
Florida
$425K +$24.2K +296 +6%
ECM
813
EagleClaw Capital Management
Massachusetts
$424K – – –
NFC
814
Northeast Financial Consultants
Connecticut
$424K – – –
WANY
815
Wealthspire Advisors (New York)
New York
$418K +$418K +2,529 New
CW
816
Connectus Wealth
Ohio
$418K +$418K +2,527 New
GWS
817
Glassman Wealth Services
Virginia
$417K +$10.3K +62 +3%
SPWM
818
Spartan Planning & Wealth Management
North Carolina
$413K +$178K +1,073 +76%
LOAMS
819
Lombard Odier Asset Management (Switzerland)
Switzerland
$412K +$412K +2,491 New
GCM
820
Gladius Capital Management
Illinois
$411K -$25.2K -152 -6%
I
821
InceptionR
California
$410K +$410K +2,479 New
RMCM
822
Reynders McVeigh Capital Management
Massachusetts
$410K – – –
EFS
823
Essex Financial Services
Connecticut
$408K -$1.98K -12 -0.5%
AF
824
Advisornet Financial
Minnesota
$408K -$76K -459 -16%
ANTB
825
AMG National Trust Bank
Colorado
$407K +$45.3K +274 +13%
31 32
33
34 35