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Marsh & McLennan
MMC

Overview Fund Activity

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$344M
2
ClearBridge Investments
ClearBridge Investments
New York
+$320M
3
BlackRock
BlackRock
New York
+$302M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$69.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$199M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$183M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$150M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$110M
5
Goldman Sachs
Goldman Sachs
New York
-$98.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
926
Dimensional Fund Advisors
Texas
$261K -$4.16K -25,133 -2%
CAM
927
Carret Asset Management
New York
$261K – – –
DI
928
Diligent Investors
California
$261K -$16.5K -100 -6%
AP
929
Appleton Partners
Massachusetts
$260K – – –
VFA
930
Voya Financial Advisors
Connecticut
$259K +$6.67K +40 +3%
AAS
931
Ameritas Advisory Services
Nebraska
$259K +$259K +1,564 New
B
932
Bailard
California
$257K – – –
KIG
933
Kessler Investment Group
Indiana
$257K +$3.47K +21 +1%
RIM
934
Rockbridge Investment Management
New York
$257K – – –
CA
935
Continuum Advisory
Idaho
$256K -$16.2K -98 -6%
GA
936
GraniteShares Advisors
New York
$255K -$42.7K -258 -14%
DA
937
Detalus Advisors
Missouri
$255K +$255K +1,541 New
FFS
938
Founders Financial Securities
Maryland
$254K +$254K +1,534 New
BEI
939
Benjamin Edwards Inc
Missouri
$253K +$21.4K +129 +9%
PWMG
940
Prestige Wealth Management Group
New Jersey
$253K +$14.9K +90 +6%
FCA
941
Fortis Capital Advisors
Kansas
$252K +$252K +1,525 New
PP
942
Patron Partners
Texas
$251K +$7.28K +44 +3%
WB
943
WesBanco Bank
West Virginia
$250K -$3.65K -22 -1%
DA
944
Dillon & Associates
Michigan
$250K -$1.81K -11 -0.7%
GFP
945
Gryphon Financial Partners
Ohio
$250K -$8.77K -53 -3%
SPA
946
Sherbrooke Park Advisers
New York
$248K +$248K +1,500 New
FHA
947
Flagship Harbor Advisors
Massachusetts
$246K – – –
CHP
948
Cable Hill Partners
Oregon
$246K +$246K +1,485 New
MPI
949
Mairs & Power Inc
Minnesota
$246K +$7.94K +48 +3%
RA
950
RFG Advisory
Alabama
$244K -$10.7K -62 -4%
36 37
38
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