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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 %
MWA
826
Meridian Wealth Advisors
Texas
$349K +$683 +4 +0.2%
CWM
827
Congress Wealth Management
Massachusetts
$348K +$4.43K +26 +1%
WCWM
828
Willow Creek Wealth Management
California
$346K – – –
S
829
Surevest
California
$343K – – –
CIC
830
Chilton Investment Company
Connecticut
$342K – – –
AHB
831
Abner Herrman & Brock
New Jersey
$342K – – –
HAIM
832
Hunter Associates Investment Management
Pennsylvania
$341K – – –
SCI
833
S&CO Inc
Massachusetts
$340K – – –
FA
834
Faithward Advisors
Pennsylvania
$340K +$1.19K +7 +0.4%
AMR
835
Asset Management Resources
Massachusetts
$337K +$37.4K +219 +12%
KCM
836
Kanawha Capital Management
Virginia
$334K +$17.1K +100 +5%
AIA
837
Alera Investment Advisors
Illinois
$332K +$18.8K +110 +6%
CBFP
838
Cedar Brook Financial Partners
Ohio
$329K -$853 -5 -0.3%
CWP
839
Curated Wealth Partners
California
$329K – – –
CFG
840
CKW Financial Group
Hawaii
$327K +$516 +3 +0.2%
BOTW
841
Bank of the West
California
$326K -$36.7K -215 -10%
PCM
842
Parsons Capital Management
Rhode Island
$323K – – –
CCG
843
Cypress Capital Group
Florida
$323K +$75.3K +442 +30%
MPPW
844
Mitchell & Pahl Private Wealth
Oklahoma
$322K -$10K -59 -3%
BP
845
BBR Partners
New York
$321K -$2.9K -17 -0.9%
APW
846
Acima Private Wealth
Virginia
$321K – – –
CT
847
Cambridge Trust
Massachusetts
$319K -$179K -1,052 -36%
BCM
848
Brookstone Capital Management
Illinois
$319K -$8.89K -52 -3%
SWM
849
SeaCrest Wealth Management
New York
$317K – – –
CA
850
Continuum Advisory
Idaho
$317K +$317K +1,958 New
32 33
34
35 36