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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
$708M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.94B
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.57B
5
Bank of America
Bank of America
North Carolina
$1.32B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.38B
2
State Street
State Street
Massachusetts
$3.45B
3
BlackRock
BlackRock
New York
$6.31B
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
826
Chilton Investment Company
Connecticut
$312K – – –
HAIM
827
Hunter Associates Investment Management
Pennsylvania
$311K – – –
FA
828
Faithward Advisors
Pennsylvania
$311K +$932 +6 +0.3%
CT
829
Cambridge Trust
Massachusetts
$311K +$20.5K +132 +7%
SCI
830
S&CO Inc
Massachusetts
$310K – – –
CBFP
831
Cedar Brook Financial Partners
Ohio
$309K +$10.1K +65 +3%
CC
832
Centiva Capital
New York
$309K +$309K +1,988 New
AMR
833
Asset Management Resources
Massachusetts
$307K – – –
CWM
834
Congress Wealth Management
Massachusetts
$306K -$11.5K -74 -4%
9WM
835
9258 Wealth Management
Ohio
$306K +$306K +1,973 New
KCM
836
Kanawha Capital Management
Virginia
$304K – – –
CFG
837
CKW Financial Group
Hawaii
$298K +$625 +4 +0.2%
TFA
838
Transamerica Financial Advisors
Florida
$298K +$298K +1,916 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
839
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$295K -$41.3M -266,519 -99%
GA
840
GraniteShares Advisors
New York
$294K -$56K -361 -16%
APW
841
Acima Private Wealth
Virginia
$292K – – –
BP
842
BBR Partners
New York
$292K – – –
VFA
843
Valeo Financial Advisors
Indiana
$291K -$121K -778 -29%
BOTW
844
Bank of the West
California
$290K -$6.83K -44 -2%
PL
845
Pluribus Labs
California
$290K +$290K +1,868 New
AHB
846
Abner Herrman & Brock
New Jersey
$289K -$22.3K -144 -7%
IWC
847
Integrated Wealth Concepts
Massachusetts
$289K +$22.4K +144 +8%
AF
848
Advisornet Financial
Minnesota
$288K -$53.5K -345 -16%
CCG
849
Cypress Capital Group
Florida
$288K -$6.52K -42 -2%
SWA
850
SOA Wealth Advisors
New York
$288K +$310 +2 +0.1%
32 33
34
35 36