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Marsh & McLennan
MMC

Overview Fund Activity

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$344M
2
ClearBridge Investments
ClearBridge Investments
New York
+$320M
3
BlackRock
BlackRock
New York
+$302M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$69.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$199M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$183M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$150M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$110M
5
Goldman Sachs
Goldman Sachs
New York
-$98.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
851
Carolinas Wealth Consulting
North Carolina
$351K -$3.48K -21 -1%
ETH
852
Exos TFP Holdings
New York
$348K +$92.2K +557 +36%
GLA
853
Good Life Advisors
Pennsylvania
$347K +$347K +2,097 New
AWM
854
Axxcess Wealth Management
California
$347K +$22.2K +134 +7%
FA
855
Faithward Advisors
Pennsylvania
$345K +$12.4K +75 +4%
CC
856
Cipher Capital
New York
$345K +$345K +2,084 New
PPC
857
Park Place Capital
Alabama
$340K +$340K +2,057 New
AIA
858
Alera Investment Advisors
Illinois
$338K -$1.16K -7 -0.3%
CCWM
859
Cassaday & Co Wealth Management
Virginia
$337K +$337K +2,035 New
CIC
860
Chilton Investment Company
Connecticut
$332K – – –
SCI
861
S&CO Inc
Massachusetts
$330K – – –
Verition Fund Management
862
Verition Fund Management
Connecticut
$328K -$1M -6,049 -75%
DAS
863
Dynamic Advisor Solutions
Arizona
$328K +$39.1K +236 +14%
AMR
864
Asset Management Resources
Massachusetts
$327K -$6.12K -37 -2%
MSFS
865
Main Street Financial Solutions
Pennsylvania
$326K +$326K +1,966 New
WCM
866
Wallace Capital Management
Texas
$324K -$8.27K -50 -2%
KCM
867
Kanawha Capital Management
Virginia
$324K – – –
CWM
868
Congress Wealth Management
Massachusetts
$323K – – –
MA
869
Mutual Advisors
Nebraska
$323K +$30.3K +183 +10%
SWM
870
SeaCrest Wealth Management
New York
$321K +$21.8K +132 +7%
BCM
871
Brookstone Capital Management
Illinois
$321K +$9.06K +53 +3%
WCWM
872
Willow Creek Wealth Management
California
$320K -$16.1K -97 -5%
CFG
873
CKW Financial Group
Hawaii
$317K +$497 +3 +0.2%
WCA
874
Westover Capital Advisors
Delaware
$314K -$18.2K -110 -5%
FAIM
875
Financial Advocates Investment Management
Washington
$313K +$313K +1,894 New
33 34
35
36 37