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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
$2.97B
2
Norges Bank
Norges Bank
Norway
$637M
3
Capital Research Global Investors
Capital Research Global Investors
California
$312M
4
Viking Global Investors
Viking Global Investors
Connecticut
$384M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.33B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.13B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$165M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$153M
4
UBS AM
UBS AM
Illinois
$768M
5
BlackRock
BlackRock
New York
$7.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
901
Paloma Partners
Connecticut
$254K +$254K +1,488 New
CCA
902
Childress Capital Advisors
Texas
$252K +$11.3K +67 +5%
FA
903
Fermata Advisors
California
$251K -$42.9K -251 -15%
YIA
904
YHB Investment Advisors
Connecticut
$251K -$7.83K -46 -3%
PP
905
Patron Partners
Texas
$251K -$851 -5 -0.3%
OL
906
Optas LLC
Texas
$250K +$10.1K +59 +4%
QCM
907
Quantinno Capital Management
New York
$250K +$250K +1,467 New
NEPPG
908
New England Professional Planning Group
Rhode Island
$249K – – –
ACM
909
Advisors Capital Management
New Jersey
$249K +$249K +1,462 New
IC
910
Intersect Capital
California
$248K +$248K +1,456 New
TTWM
911
TCV Trust & Wealth Management
Virginia
$247K – – –
CCMG
912
Clark Capital Management Group
Pennsylvania
$246K -$63.8K -374 -21%
HFG
913
Heron Financial Group
New York
$246K – – –
AWS
914
Atria Wealth Solutions
New York
$246K +$246K +1,442 New
FCBT
915
First Citizens Bank & Trust
North Carolina
$245K +$16.3K +96 +7%
AWM
916
Axxcess Wealth Management
California
$245K +$34.6K +203 +16%
FF
917
FourThought Financial
Florida
$244K -$4.99K -31 -2%
CT
918
Columbia Trust
Oregon
$241K -$15.2K -90 -6%
VFA
919
Voya Financial Advisors
Connecticut
$240K -$1.55K -9 -0.6%
MC
920
Middleton & Co
Massachusetts
$240K – – –
CWP
921
Capital Wealth Planning
Florida
$239K – – –
JIC
922
Joel Isaacson & Co
New York
$239K – – –
SSWM
923
Smith Salley Wealth Management
North Carolina
$239K +$239K +1,400 New
SMA
924
Sage Mountain Advisors
Georgia
$238K -$12.6K -74 -5%
MAM
925
Magellan Asset Management
Australia
$237K -$17.1K -100 -7%
35 36
37
38 39