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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 %
GFP
951
Gryphon Financial Partners
Ohio
$203K 1,312 +1,312 New
FA
952
Fermata Advisors
California
$202K 1,298 -170 -12%
EHC
953
Everett Harris & Co
California
$202K 1,300 +1,300 New
CCMG
954
Clark Capital Management Group
Pennsylvania
$201K 1,297 -146 -10%
IBOK
955
Independence Bank of Kentucky
Kentucky
$201K 1,295 -20 -2%
BEI
956
Benjamin Edwards Inc
Missouri
$201K 1,292 +180 +16%
FF
957
FourThought Financial
Florida
$200K 1,289 -228 -15%
OWP
958
Obermeyer Wealth Partners
Colorado
$200K 1,290 +40 +3%
FMII
959
Farmers & Merchants Investments Inc
Nebraska
$198K 1,278 – –
PWMG
960
Prestige Wealth Management Group
New Jersey
$195K 1,256 +335 +36%
PFS
961
Prospera Financial Services
Texas
$191K 1,225 -159 -11%
HIA
962
Harbor Investment Advisory
Maryland
$190K 1,227 – –
TAIM
963
TD Ameritrade Investment Management
Nebraska
$188K 1,208 -182 -13%
ETC
964
Exchange Traded Concepts
Oklahoma
$187K 1,202 +286 +31%
LPIC
965
LeJeune Puetz Investment Counsel
Michigan
$181K 1,168 – –
CCM
966
Covington Capital Management
California
$169K 1,089 +19 +2%
GC
967
Garde Capital
Washington
$166K 1,070 – –
FDCC
968
Foster Dykema Cabot & Co
Massachusetts
$166K 1,068 +1,068 New
SSG
969
Summit Securities Group
New York
$163K 1,052 +845 +408%
CWP
970
Concord Wealth Partners
Virginia
$156K 1,006 -18 -2%
PMFA
971
Plante Moran Financial Advisors
Michigan
$156K 1,006 +6 +0.6%
DWA
972
Dougherty Wealth Advisers
Minnesota
$153K 986 – –
HCP
973
Hexagon Capital Partners
Arkansas
$152K 981 +44 +5%
TF
974
TimeScale Financial
Massachusetts
$152K 976 +668 +217%
SWM
975
Spire Wealth Management
Virginia
$150K 966 -542 -36%
37 38
39
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