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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.

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 %
DWM
901
Destination Wealth Management
California
$257K +$257K +1,720 New
SWP
902
Strategic Wealth Partners
Ohio
$257K -$16.4K -110 -6%
AAMC
903
Asset Allocation & Management Company
Illinois
$254K – – –
AWA
904
Arete Wealth Advisors
Illinois
$254K +$254K +1,701 New
RP
905
Riverwater Partners
Wisconsin
$252K +$149 +1 +0.1%
DI
906
Diligent Investors
California
$250K -$3.73K -25 -1%
IAA
907
Independent Advisor Alliance
North Carolina
$250K +$1.19K +8 +0.5%
RFN
908
RDA Financial Network
Iowa
$250K +$3.58K +24 +1%
CA
909
Continuum Advisory
Idaho
$246K -$11K -74 -4%
NPF
910
Norris Perne & French
Michigan
$246K – – –
CRI
911
Colonial River Investments
Virginia
$244K +$16.1K +108 +7%
RMC
912
Resources Management Corp
Connecticut
$243K -$7.45K -50 -3%
OL
913
Optas LLC
Texas
$242K +$4.93K +33 +2%
PHAM
914
Palisades Hudson Asset Management
Florida
$240K – – –
MSFP
915
Mark Sheptoff Financial Planning
Connecticut
$240K – – –
RA
916
RFG Advisory
Alabama
$240K +$4.7K +29 +2%
CGA
917
Crescent Grove Advisors
Illinois
$237K +$149 +1 +0.1%
CAM
918
Carret Asset Management
New York
$236K – – –
CM
919
Capital Management
Virginia
$236K – – –
LSA
920
Lion Street Advisors
Texas
$234K -$597 -4 -0.3%
AP
921
Appleton Partners
Massachusetts
$234K – – –
AG
922
AlphaSimPlex Group
Massachusetts
$233K -$37.7K -253 -14%
GFP
923
Gryphon Financial Partners
Ohio
$233K +$37.3K +250 +19%
B
924
Bailard
California
$232K -$8.95K -60 -4%
RIM
925
Rockbridge Investment Management
New York
$232K -$13.1K -88 -5%
35 36
37
38 39