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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
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$646M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.07B
3
BlackRock
3
BlackRock
New York
$6.17B
4
ClearBridge Investments
4
ClearBridge Investments
New York
$198M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$125M

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 Market Value Shares Shares
Change 		Shares
Change %
ETH
926
Exos TFP Holdings
New York
$231K 1,545 +1,545 New
GLA
927
Great Lakes Advisors
Illinois
$230K 1,542 -5 -0.3%
KIG
928
Kessler Investment Group
Indiana
$229K 1,533 +71 +5%
AA
929
AlphaCentric Advisors
Puerto Rico
$229K 1,531 +1,531 New
DA
930
Dillon & Associates
Michigan
$228K 1,528 – –
VFA
931
Voya Financial Advisors
Connecticut
$228K 1,513 +10 +0.7%
WB
932
WesBanco Bank
West Virginia
$228K 1,530 +22 +1%
AC
933
Asio Capital
Kentucky
$224K 1,500 – –
PAM
934
Paradigm Asset Management
New York
$224K 1,500 -200 -12%
FHA
935
Flagship Harbor Advisors
Massachusetts
$222K 1,489 +1,489 New
WMA
936
Wealth Management Associates
New Jersey
$220K 1,474 -248 -14%
WSTAM
937
Wilbanks Smith & Thomas Asset Management
Virginia
$220K 1,472 -200 -12%
PP
938
Patron Partners
Texas
$220K 1,475 -63 -4%
TTWM
939
TCV Trust & Wealth Management
Virginia
$219K 1,467 +16 +1%
LFA
940
Legacy Financial Advisors
Kentucky
$218K 1,463 +118 +9%
FCBT
941
First Citizens Bank & Trust
North Carolina
$218K 1,459 +1,459 New
HCM
942
HMS Capital Management
Tennessee
$217K 1,453 -92 -6%
PWMG
943
Prestige Wealth Management Group
New Jersey
$215K 1,436 +180 +14%
PP
944
PFS Partners
New Jersey
$214K 1,434 – –
MPI
945
Mairs & Power Inc
Minnesota
$214K 1,436 – –
Group One Trading
946
Group One Trading
Illinois
$213K 1,429 +1,429 New
SPWM
947
Spartan Planning & Wealth Management
North Carolina
$212K 1,421 -1,746 -55%
JIC
948
Joel Isaacson & Co
New York
$211K 1,413 -14 -1%
SSWM
949
Smith Salley Wealth Management
North Carolina
$211K 1,411 +11 +0.8%
GT
950
Glenview Trust
Kentucky
$211K 1,415 +34 +2%
36 37
38
39 40