MMC icon

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 %
SPP
876
Single Point Partners
Massachusetts
$285K +$285K +1,675 New
RMC
877
Resources Management Corp
Connecticut
$283K -$17K -100 -6%
KIG
878
Kessler Investment Group
Indiana
$282K -$20.8K -122 -7%
RIM
879
Rockbridge Investment Management
New York
$281K -$26.6K -155 -9%
NPF
880
Norris Perne & French
Michigan
$281K +$281K +1,650 New
AP
881
Appleton Partners
Massachusetts
$280K – – –
NL
882
NWAM LLC
Washington
$280K +$280K +1,640 New
EFS
883
Essex Financial Services
Connecticut
$278K +$46.9K +275 +20%
WB
884
WesBanco Bank
West Virginia
$276K – – –
PHAM
885
Palisades Hudson Asset Management
Florida
$274K – – –
MSFP
886
Mark Sheptoff Financial Planning
Connecticut
$274K – – –
NFC
887
Northeast Financial Consultants
Connecticut
$273K +$15.7K +92 +6%
HPWM
888
Highland Private Wealth Management
Washington
$271K +$2.89K +17 +1%
WSTAM
889
Wilbanks Smith & Thomas Asset Management
Virginia
$270K -$32.5K -204 -11%
CGA
890
Crescent Grove Advisors
Illinois
$270K +$270K +1,586 New
CM
891
Capital Management
Virginia
$269K -$2.89K -17 -1%
CAM
892
Carret Asset Management
New York
$269K – – –
LSA
893
Lion Street Advisors
Texas
$267K – – –
MCM
894
Manchester Capital Management
Vermont
$266K +$682 +4 +0.3%
B
895
Bailard
California
$265K – – –
DA
896
Dillon & Associates
Michigan
$260K -$3.4K -20 -1%
CWM
897
Curi Wealth Management
North Carolina
$260K +$76.1K +448 +41%
PP
898
PFS Partners
New Jersey
$257K -$852 -5 -0.3%
SWM
899
Spire Wealth Management
Virginia
$257K -$53.7K -315 -17%
AC
900
Asio Capital
Kentucky
$256K -$34.1K -200 -12%
34 35
36
37 38