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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 %
SWA
851
SOA Wealth Advisors
New York
$316K +$1.02K +6 +0.3%
MHS
852
M Holdings Securities
Oregon
$316K +$316K +1,852 New
VT
853
Vise Technologies
New York
$315K +$315K +1,850 New
PP
854
Palladium Partners
Virginia
$314K -$3.57K -21 -1%
FAM
855
Fulcrum Asset Management
United Kingdom
$314K -$340K – –
DBT
856
Dubuque Bank & Trust
Iowa
$313K -$20.8K -122 -6%
AG
857
AlphaSimPlex Group
Massachusetts
$309K -$365K -2,145 -54%
QTM
858
qPULA Trading Management
New York
$307K +$307K +1,800 New
NB
859
NBT Bank
New York
$306K +$3.24K +19 +1%
BBNA
860
Bremer Bank National Association
Minnesota
$305K -$1.12M -6,577 -79%
IAA
861
Independent Advisor Alliance
North Carolina
$303K -$2.22K -13 -0.7%
CSWM
862
Cassady Schiller Wealth Management
Ohio
$302K -$511 -3 -0.2%
CIBC World Market
863
CIBC World Market
Ontario, Canada
$300K -$4.54M -26,662 -94%
UB
864
UMB Bank
Missouri
$300K -$27.3K -160 -8%
CG
865
Colony Group
Massachusetts
$299K – – –
DAS
866
Dynamic Advisor Solutions
Arizona
$298K +$87.7K +514 +42%
FHA
867
Flagship Harbor Advisors
Massachusetts
$296K -$92.6K -544 -24%
CCP
868
Clarkston Capital Partners
Michigan
$294K – – –
WMA
869
Wealth Management Associates
New Jersey
$293K -$5.28K -31 -2%
IWC
870
Integrated Wealth Concepts
Massachusetts
$293K – – –
MA
871
MUFG Americas
New York
$291K -$85.4K -502 -23%
AAMC
872
Asset Allocation & Management Company
Illinois
$290K – – –
DI
873
Diligent Investors
California
$290K – – –
KC
874
Kinloch Capital
Virginia
$289K +$3.75K +22 +1%
FHB
875
First Hawaiian Bank
Hawaii
$286K -$1.37K -8 -0.5%
33 34
35
36 37