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Marsh & McLennan
MMC

Overview Fund Activity

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.07B
2
BlackRock
BlackRock
New York
$6.17B
3
ClearBridge Investments
ClearBridge Investments
New York
$198M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$125M
5
Goldman Sachs
Goldman Sachs
New York
$718M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.27B
2
Viking Global Investors
Viking Global Investors
Connecticut
$150M
3
Primecap Management
Primecap Management
California
$539M
4
First Trust Advisors
First Trust Advisors
Illinois
$22.1M
5
Amundi
Amundi
France
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
826
Lantz Financial
Illinois
$342K – – –
NICM
827
Neo Ivy Capital Management
New York
$342K +$342K +2,290 New
DI
828
DFPG Investments
Utah
$340K – – –
SPC
829
Sigma Planning Corp
Michigan
$340K +$598 +4 +0.2%
VT
830
Vise Technologies
New York
$340K +$24.3K +163 +8%
SFA
831
Sequoia Financial Advisors
Ohio
$339K -$28.3K -190 -8%
BA
832
Bellwether Advisors
Nebraska
$338K -$113K -758 -25%
PCM
833
Pointe Capital Management
Michigan
$338K +$4.63K +31 +1%
BIP
834
Blueprint Investment Partners
North Carolina
$334K -$328K -2,200 -50%
RMDI
835
R.M. Davis Inc
Maine
$333K +$333K +2,228 New
BDF
836
Balasa Dinverno & Foltz
$327K -$1.79K -12 -0.5%
SHWM
837
Smith & Howard Wealth Management
Georgia
$327K – – –
RIM
838
Reliant Investment Management
Tennessee
$326K – – –
ANTB
839
AMG National Trust Bank
Colorado
$326K +$326K +2,184 New
RT
840
Rockland Trust
Massachusetts
$323K -$63K -422 -16%
IC
841
Inscription Capital
Texas
$322K – – –
FIA
842
Foundations Investment Advisors
Arizona
$322K +$322K +2,155 New
CWC
843
Carolinas Wealth Consulting
North Carolina
$320K – – –
JAG
844
Journey Advisory Group
Kentucky
$314K – – –
DOA
845
D'Orazio & Associates
Virginia
$312K +$117K +785 +60%
FFA
846
First Foundation Advisors
California
$311K +$311K +2,083 New
AIA
847
Alera Investment Advisors
Illinois
$306K +$5.22K +35 +2%
MWA
848
Meridian Wealth Advisors
Texas
$303K -$3.14K -21 -1%
WCWM
849
Willow Creek Wealth Management
California
$303K – – –
S
850
Surevest
California
$301K – – –
32 33
34
35 36