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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.

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
1
Parnassus Investments
California
$636M
2
Morgan Stanley
2
Morgan Stanley
New York
$708M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.94B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.57B
5
Bank of America
5
Bank of America
North Carolina
$1.32B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.38B
2
State Street
2
State Street
Massachusetts
$3.45B
3
BlackRock
3
BlackRock
New York
$6.31B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
876
Lion Street Advisors
Texas
$262K +$500 +3 +0.2%
RP
877
Riverwater Partners
Wisconsin
$262K +$262K +1,688 New
RMC
878
Resources Management Corp
Connecticut
$261K +$3.26K +21 +1%
WSTAM
879
Wilbanks Smith & Thomas Asset Management
Virginia
$260K -$3.73K -24 -1%
KC
880
Kinloch Capital
Virginia
$260K -$3.11K -20 -1%
IAA
881
Independent Advisor Alliance
North Carolina
$259K -$17.1K -110 -6%
NPF
882
Norris Perne & French
Michigan
$256K – – –
RFN
883
RDA Financial Network
Iowa
$256K +$256K +1,650 New
RIM
884
Rockbridge Investment Management
New York
$254K – – –
PI
885
PFS Investments
Georgia
$254K +$254K +1,634 New
DA
886
Drake & Associates
Wisconsin
$252K +$252K +1,625 New
CIBC World Market
887
CIBC World Market
Ontario, Canada
$251K -$22.8K -147 -8%
B
888
Bailard
California
$251K +$9.33K +60 +4%
MSFP
889
Mark Sheptoff Financial Planning
Connecticut
$250K – – –
PHAM
890
Palisades Hudson Asset Management
Florida
$249K – – –
NL
891
NWAM LLC
Washington
$248K -$8.61K -55 -3%
CCA
892
Childress Capital Advisors
Texas
$248K +$16.6K +107 +7%
MA
893
MUFG Americas
New York
$247K -$18.8K -121 -7%
CGA
894
Crescent Grove Advisors
Illinois
$246K – – –
CAM
895
Carret Asset Management
New York
$245K – – –
CM
896
Capital Management
Virginia
$245K – – –
OL
897
Optas LLC
Texas
$245K +$18.4K +119 +8%
AP
898
Appleton Partners
Massachusetts
$244K -$11.2K -72 -4%
FHB
899
First Hawaiian Bank
Hawaii
$243K -$17.1K -110 -7%
WANY
900
Wealthspire Advisors (New York)
New York
$243K +$243K +1,564 New
34 35
36
37 38