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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 %
RP
951
Riverwater Partners
Wisconsin
$242K -$37.6K -227 -13%
CT
952
Columbia Trust
Oregon
$241K +$7.78K +47 +3%
VCM
953
Virtue Capital Management
Tennessee
$240K +$240K +1,451 New
PFS
954
Prospera Financial Services
Texas
$240K +$240K +1,448 New
TTWM
955
TCV Trust & Wealth Management
Virginia
$240K -$3.14K -19 -1%
PP
956
PFS Partners
New Jersey
$237K – – –
SMA
957
Sage Mountain Advisors
Georgia
$237K +$237K +1,432 New
HFG
958
Heron Financial Group
New York
$234K – – –
JIC
959
Joel Isaacson & Co
New York
$234K – – –
SSWM
960
Smith Salley Wealth Management
North Carolina
$233K – – –
CCA
961
Childress Capital Advisors
Texas
$233K -$5.13K -31 -2%
YIA
962
YHB Investment Advisors
Connecticut
$233K – – –
CWP
963
Capital Wealth Planning
Florida
$232K – – –
ECM
964
Evergreen Capital Management
Washington
$232K +$232K +1,400 New
AC
965
Avestar Capital
New York
$231K +$231K +1,397 New
FFP
966
FourThought Financial Partners
Florida
$230K +$230K +1,387 New
PP
967
PDS Planning
Ohio
$229K +$229K +1,385 New
GT
968
Glenview Trust
Kentucky
$229K -$5.63K -34 -2%
FCBT
969
First Citizens Bank & Trust
North Carolina
$228K -$13.2K -80 -5%
WSTAM
970
Wilbanks Smith & Thomas Asset Management
Virginia
$227K -$16.5K -100 -7%
KFC
971
Klingenstein Fields & Co
New York
$227K – – –
VC
972
Veracity Capital
Georgia
$224K +$224K +1,356 New
NED
973
Nancy E. Dempze
$224K – – –
NB
974
Nicolet Bankshares
Wisconsin
$224K -$34.3K -556 -13%
RHJA
975
Rice Hall James & Associates
California
$223K – – –
37 38
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