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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 %
AMR
851
Asset Management Resources
Massachusetts
$301K +$5.53K +37 +2%
WCM
852
Wallace Capital Management
Texas
$300K -$64.6K -433 -18%
WCA
853
Westover Capital Advisors
Delaware
$300K -$8.96K -60 -3%
CIC
854
Chilton Investment Company
Connecticut
$300K – – –
FA
855
Faithward Advisors
Pennsylvania
$300K +$896 +6 +0.3%
CBFP
856
Cedar Brook Financial Partners
Ohio
$299K +$1.94K +13 +0.7%
HAIM
857
Hunter Associates Investment Management
Pennsylvania
$299K – – –
YMRC
858
Yorktown Management & Research Company
Virginia
$299K +$89.7K +600 +43%
SCI
859
S&CO Inc
Massachusetts
$298K – – –
VFA
860
Valeo Financial Advisors
Indiana
$293K +$12.9K +86 +5%
AWM
861
Axxcess Wealth Management
California
$293K +$68.5K +459 +31%
PI
862
Putnam Investments
Massachusetts
$292K -$3.9M -26,052 -93%
KCM
863
Kanawha Capital Management
Virginia
$292K – – –
CWM
864
Congress Wealth Management
Massachusetts
$291K -$1.94K -13 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
865
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$290K +$5.68K +38 +2%
FCAG
866
First Capital Advisors Group
New Jersey
$288K -$92.3K -617 -24%
TFA
867
Transamerica Financial Advisors
Florida
$288K +$1.64K +11 +0.6%
CFG
868
CKW Financial Group
Hawaii
$285K +$448 +3 +0.2%
KC
869
Kinloch Capital
Virginia
$285K +$34.8K +233 +14%
DA
870
Drake & Associates
Wisconsin
$284K +$41.1K +275 +17%
NL
871
NWAM LLC
Washington
$282K +$45.1K +302 +19%
APW
872
Acima Private Wealth
Virginia
$281K – – –
AHB
873
Abner Herrman & Brock
New Jersey
$278K – – –
SWA
874
SOA Wealth Advisors
New York
$278K +$299 +2 +0.1%
BCM
875
Brookstone Capital Management
Illinois
$277K -$912 -6 -0.3%
33 34
35
36 37