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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 %
FFA
951
First Foundation Advisors
California
$211K +$211K +1,241 New
CPO
952
Cerity Partners OCIO
New York
$210K -$1.02K -6 -0.5%
HIA
953
Harbor Investment Advisory
Maryland
$209K -$9.37K -55 -4%
MRWM
954
ML&R Wealth Management
Texas
$208K +$3.24K +19 +2%
JWCA
955
J.W. Cole Advisors
Florida
$207K -$18.1K -106 -8%
CIA
956
Choate Investment Advisors
Massachusetts
$207K – – –
RPC
957
Rossmore Private Capital
Connecticut
$207K – – –
DWA
958
Douglass Winthrop Advisors
New York
$205K -$25.8K -151 -11%
NJBEST
959
New Jersey Better Educational Savings Trust
New Jersey
$205K – – –
PIM
960
Perpetual Investment Management
Australia
$205K – – –
FIM
961
Fernwood Investment Management
Massachusetts
$205K – – –
PFA
962
Pathway Financial Advisors
Vermont
$205K +$205K +1,200 New
GVAG
963
Great Valley Advisor Group
Delaware
$204K -$45.8K -264 -18%
VC
964
Veracity Capital
Georgia
$204K +$3.58K +21 +2%
DWM
965
Destination Wealth Management
California
$203K -$172K -1,010 -46%
GWANC
966
Guardian Wealth Advisors (North Carolina)
North Carolina
$203K +$203K +1,191 New
APP
967
Avantax Planning Partners
Iowa
$202K – – –
MA
968
Mutual Advisors
Nebraska
$202K +$5.28K +31 +3%
LPIC
969
LeJeune Puetz Investment Counsel
Michigan
$199K – – –
PCH
970
Polar Capital Holdings
United Kingdom
$196K +$15.6K +91,757 +9%
PCG
971
Private Capital Group
Connecticut
$195K +$1.71K +10 +0.9%
BEI
972
Benjamin Edwards Inc
Missouri
$190K +$42.9K +251 +29%
RBC
973
Roble Belko & Company
Pennsylvania
$186K +$186K +1,090 New
CCM
974
Covington Capital Management
California
$182K – – –
GC
975
Garde Capital
Washington
$182K – – –
37 38
39
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