MMC icon

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 %
RA
901
RFG Advisory
Alabama
$241K +$241K +1,452 New
GLA
902
Great Lakes Advisors
Illinois
$240K +$43.1K +278 +22%
HCM
903
HMS Capital Management
Tennessee
$240K +$240K +1,545 New
CIP
904
Convergence Investment Partners
Florida
$240K +$240K +1,548 New
PP
905
Patron Partners
Texas
$239K +$9.79K +63 +4%
DA
906
Dillon & Associates
Michigan
$237K – – –
PP
907
Paloma Partners
Connecticut
$237K +$5.29K +34 +2%
CRI
908
Colonial River Investments
Virginia
$237K +$237K +1,529 New
SPP
909
Single Point Partners
Massachusetts
$236K -$23.9K -154 -9%
DBT
910
Dubuque Bank & Trust
Iowa
$235K -$49.6K -320 -17%
WB
911
WesBanco Bank
West Virginia
$234K -$17.7K -114 -7%
NFC
912
Northeast Financial Consultants
Connecticut
$234K -$14.3K -92 -6%
AC
913
Asio Capital
Kentucky
$233K – – –
AWM
914
Axxcess Wealth Management
California
$233K +$10.4K +67 +5%
VFA
915
Voya Financial Advisors
Connecticut
$233K +$16.3K +105 +8%
ER
916
Enlightenment Research
Florida
$233K +$233K +1,500 New
Verition Fund Management
917
Verition Fund Management
Connecticut
$230K -$315K -2,030 -58%
YIA
918
YHB Investment Advisors
Connecticut
$229K – – –
BBNA
919
Bremer Bank National Association
Minnesota
$227K -$50.9K -327 -18%
KIG
920
Kessler Investment Group
Indiana
$227K -$30.1K -194 -12%
TTWM
921
TCV Trust & Wealth Management
Virginia
$225K – – –
NEPPG
922
New England Professional Planning Group
Rhode Island
$224K – – –
HFG
923
Heron Financial Group
New York
$224K – – –
CHP
924
Cable Hill Partners
Oregon
$224K +$224K +1,442 New
MPI
925
Mairs & Power Inc
Minnesota
$223K -$132K -848 -37%
35 36
37
38 39