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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
1
Fidelity Investments
Massachusetts
$3.07B
2
BlackRock
2
BlackRock
New York
$6.17B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$198M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$125M
5
Goldman Sachs
5
Goldman Sachs
New York
$718M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.27B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$150M
3
Primecap Management
3
Primecap Management
California
$539M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$22.1M
5
Amundi
5
Amundi
France
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
876
Cambridge Trust
Massachusetts
$275K -$23.7K -159 -8%
MPPW
877
Mitchell & Pahl Private Wealth
Oklahoma
$275K – – –
SLG
878
Stanley-Laman Group
Pennsylvania
$273K – – –
PCM
879
Parsons Capital Management
Rhode Island
$272K +$1.79K +12 +0.7%
IWC
880
Integrated Wealth Concepts
Massachusetts
$271K -$6.72K -45 -2%
HPWM
881
Highland Private Wealth Management
Washington
$271K +$15.8K +106 +6%
BOTW
882
Bank of the West
California
$270K -$8.35K -56 -3%
SWM
883
SeaCrest Wealth Management
New York
$270K -$3.89K -26 -1%
9WM
884
9258 Wealth Management
Ohio
$269K -$26K -174 -9%
LGWM
885
Litman Gregory Wealth Management
California
$269K – – –
AWS
886
Atria Wealth Solutions
New York
$269K +$269K +1,799 New
GA
887
GraniteShares Advisors
New York
$268K -$14.3K -96 -5%
TL
888
Tradewinds LLC
North Carolina
$268K +$6.86K +46 +3%
PMFA
889
Plante Moran Financial Advisors
Michigan
$267K +$117K +784 +78%
SAG
890
Spotlight Asset Group
Illinois
$267K +$267K +1,722 New
LNB
891
Ledyard National Bank
$266K +$266K +1,781 New
CSWM
892
Cassady Schiller Wealth Management
Ohio
$265K – – –
MA
893
Mutual Advisors
Nebraska
$264K +$264K +1,770 New
JFL
894
Jarislowsky, Fraser Ltd
Quebec, Canada
$263K -$477K -3,200 -64%
CCG
895
Cypress Capital Group
Florida
$262K -$14.9K -100 -5%
GCP
896
GSA Capital Partners
United Kingdom
$261K -$409K -2,739 -61%
UB
897
UMB Bank
Missouri
$260K -$2.54K -17 -1%
DAS
898
Dynamic Advisor Solutions
Arizona
$260K +$596 +4 +0.2%
CCP
899
Clarkston Capital Partners
Michigan
$258K – – –
RWM
900
RKL Wealth Management
Pennsylvania
$257K +$2.39K +16 +0.9%
34 35
36
37 38