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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 %
MPPW
851
Mitchell & Pahl Private Wealth
Oklahoma
$286K -$7.61K -49 -3%
BCM
852
Brookstone Capital Management
Illinois
$285K -$5.77K -37 -2%
SWM
853
SeaCrest Wealth Management
New York
$285K -$4.35K -28 -2%
EFS
854
Essex Financial Services
Connecticut
$285K +$31.5K +203 +12%
EWA
855
EP Wealth Advisors
California
$285K +$285K +1,835 New
SLG
856
Stanley-Laman Group
Pennsylvania
$284K -$80.2K -517 -22%
SWP
857
Strategic Wealth Partners
Ohio
$284K -$46.7K -301 -14%
KFA
858
Kelleher Financial Advisors
New York
$284K +$284K +1,834 New
AG
859
AlphaSimPlex Group
Massachusetts
$282K – – –
PCM
860
Parsons Capital Management
Rhode Island
$281K -$13.7K -88 -5%
LGWM
861
Litman Gregory Wealth Management
California
$279K +$279K +1,800 New
5L
862
55I LLC
Massachusetts
$278K -$931K -5,995 -77%
KFA
863
Krane Funds Advisors
New York
$275K -$112K -721 -29%
CSWM
864
Cassady Schiller Wealth Management
Ohio
$275K – – –
UB
865
UMB Bank
Missouri
$273K – – –
TL
866
Tradewinds LLC
North Carolina
$272K +$272K +1,750 New
DAS
867
Dynamic Advisor Solutions
Arizona
$270K -$931 -6 -0.3%
CCP
868
Clarkston Capital Partners
Michigan
$268K – – –
WMA
869
Wealth Management Associates
New Jersey
$267K – – –
CA
870
Continuum Advisory
Idaho
$267K -$36.6K -236 -12%
HPWM
871
Highland Private Wealth Management
Washington
$266K +$18K +116 +7%
RWM
872
RKL Wealth Management
Pennsylvania
$265K +$62.7K +404 +31%
AAMC
873
Asset Allocation & Management Company
Illinois
$264K – – –
DI
874
Diligent Investors
California
$264K – – –
PAM
875
Paradigm Asset Management
New York
$264K +$264K +1,700 New
33 34
35
36 37