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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 %
TAIM
926
TD Ameritrade Investment Management
Nebraska
$237K -$15.9K -93 -6%
PFS
927
Prospera Financial Services
Texas
$236K +$236K +1,384 New
JSW
928
Journey Strategic Wealth
New Jersey
$235K +$4.09K +24 +2%
HWMA
929
Heritage Wealth Management (Arizona)
Arizona
$235K +$235K +1,378 New
KFC
930
Klingenstein Fields & Co
New York
$233K – – –
NED
931
Nancy E. Dempze
$231K – – –
RHJA
932
Rice Hall James & Associates
California
$230K – – –
CPA
933
Court Place Advisors
Maryland
$230K – – –
JC
934
JB Capital
Connecticut
$229K -$36.4K -213 -14%
WFA
935
WestHill Financial Advisors
California
$228K -$4.44K -26 -2%
IBOK
936
Independence Bank of Kentucky
Kentucky
$224K -$72.4K -425 -24%
BCM
937
Bayesian Capital Management
New York
$222K -$757K -4,430 -77%
AWA
938
Arete Wealth Advisors
Illinois
$222K – – –
RWM
939
RKL Wealth Management
Pennsylvania
$222K – – –
TCMP
940
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K +$3.93K +23 +2%
SOW
941
State of Wyoming
Wyoming
$222K +$89.3K +523 +67%
AT
942
Arvest Trust
Oklahoma
$220K -$10.6K -62 -5%
DA
943
DSC Advisors
Illinois
$220K +$220K +1,293 New
FMII
944
Farmers & Merchants Investments Inc
Nebraska
$218K – – –
LA
945
LVW Advisors
New York
$218K +$1.36K +8 +0.6%
GLA
946
Great Lakes Advisors
Illinois
$216K +$216K +1,269 New
DHFB
947
Dixon Hubard Feinour & Brown
Virginia
$215K – – –
SB
948
Sunflower Bank
Texas
$215K – – –
OWP
949
Obermeyer Wealth Partners
Colorado
$213K – – –
MFW
950
Meristem Family Wealth
Minnesota
$211K -$7.65K -45 -3%
36 37
38
39 40