MMC icon

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 %
YIA
951
YHB Investment Advisors
Connecticut
$210K 1,407 -67 -5%
HFG
952
Heron Financial Group
New York
$210K 1,409 -35 -2%
CT
953
Columbia Trust
Oregon
$210K 1,408 -15 -1%
BEI
954
Benjamin Edwards Inc
Missouri
$209K 1,399 +107 +8%
CWP
955
Capital Wealth Planning
Florida
$209K 1,400 +1,400 New
RIM
956
Redwood Investment Management
Arizona
$208K 1,396 +1,396 New
HWMA
957
Heritage Wealth Management (Arizona)
Arizona
$206K 1,378 – –
EW
958
Evoke Wealth
California
$206K 1,379 +1,175 +576%
KFC
959
Klingenstein Fields & Co
New York
$205K 1,370 – –
CCA
960
Childress Capital Advisors
Texas
$204K 1,440 -157 -10%
SCP
961
Sender Company & Partners
New York
$203K 1,360 +1,360 New
CPA
962
Court Place Advisors
Maryland
$202K 1,350 – –
NED
963
Nancy E. Dempze
$202K 1,355 – –
RHJA
964
Rice Hall James & Associates
California
$202K 1,350 – –
CWP
965
Curated Wealth Partners
California
$201K 1,342 – –
PCH
966
Polar Capital Holdings
United Kingdom
$201K 1,343,293 -4,124 -0.3%
MAM
967
Magellan Asset Management
Australia
$200K 1,337 +29 +2%
FMII
968
Farmers & Merchants Investments Inc
Nebraska
$200K 1,338 +60 +5%
Q
969
QVR
California
$199K 1,330 +681 +105%
MA
970
MUFG Americas
New York
$198K 1,324 -265 -17%
FF
971
FourThought Financial
Florida
$195K 1,305 +16 +1%
AA
972
Alta Advisers
United Kingdom
$194K 1,300 +1,300 New
IBOK
973
Independence Bank of Kentucky
Kentucky
$193K 1,295 – –
HIA
974
Harbor Investment Advisory
Maryland
$184K 1,235 +8 +0.7%
VWM
975
Valley Wealth Managers
New Jersey
$179K 1,198 +1,198 New
37 38
39
40 41