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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
IIM
5
INTECH Investment Management
Florida
$177M

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 Market Value Shares Shares
Change 		Shares
Change %
PP
926
PFS Partners
New Jersey
$223K 1,434 -75 -5%
JIC
927
Joel Isaacson & Co
New York
$222K 1,427 +26 +2%
CT
928
Columbia Trust
Oregon
$220K 1,423 – –
CWM
929
Curi Wealth Management
North Carolina
$219K 1,412 -119 -8%
MC
930
Middleton & Co
Massachusetts
$219K 1,410 – –
SSWM
931
Smith Salley Wealth Management
North Carolina
$217K 1,400 – –
YMRC
932
Yorktown Management & Research Company
Virginia
$217K 1,400 +1,400 New
GT
933
Glenview Trust
Kentucky
$214K 1,381 +1,381 New
HWMA
934
Heritage Wealth Management (Arizona)
Arizona
$214K 1,378 – –
KFC
935
Klingenstein Fields & Co
New York
$213K 1,370 – –
JC
936
JB Capital
Connecticut
$213K 1,373 +34 +3%
DA
937
DSC Advisors
Illinois
$213K 1,373 +80 +6%
AAS
938
Ameritas Advisory Services
Nebraska
$212K 1,367 +1,367 New
CWP
939
Curated Wealth Partners
California
$210K 1,342 -554 -29%
RHJA
940
Rice Hall James & Associates
California
$210K 1,350 – –
CPA
941
Court Place Advisors
Maryland
$210K 1,350 – –
NED
942
Nancy E. Dempze
$210K 1,355 – –
PCH
943
Polar Capital Holdings
United Kingdom
$209K 1,347,417 +195,660 +17%
LFA
944
Legacy Financial Advisors
Kentucky
$209K 1,345 +1,345 New
IC
945
Intersect Capital
California
$208K 1,338 -118 -8%
WPW
946
Waldron Private Wealth
Pennsylvania
$206K 1,331 +1,331 New
WFA
947
WestHill Financial Advisors
California
$204K 1,316 -19 -1%
MAM
948
Magellan Asset Management
Australia
$203K 1,308 -81 -6%
JF
949
Jump Financial
Illinois
$203K 1,306 +1,306 New
DOA
950
D'Orazio & Associates
Virginia
$203K 1,306 +1,306 New
36 37
38
39 40