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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.

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
1
Fidelity Investments
Massachusetts
$2.97B
2
Norges Bank
2
Norges Bank
Norway
$637M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$312M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$384M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$1.33B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.13B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$165M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$153M
4
UBS AM
4
UBS AM
Illinois
$768M
5
BlackRock
5
BlackRock
New York
$7.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
976
Concord Wealth Partners
Virginia
$175K +$3.08K +18 +2%
PMFA
977
Plante Moran Financial Advisors
Michigan
$171K -$24.8K -145 -13%
DWA
978
Dougherty Wealth Advisers
Minnesota
$168K – – –
APF
979
Alaska Permanent Fund
Alaska
$168K +$1.88K +11 +1%
MPWT
980
MassMutual Private Wealth & Trust
Connecticut
$164K -$20K -117 -11%
CFO
981
CVA Family Office
Colorado
$163K +$84.5K +495 +108%
BWM
982
BerganKDV Wealth Management
Minnesota
$161K – – –
HCP
983
Hexagon Capital Partners
Arkansas
$160K +$683 +4 +0.4%
BFC
984
Bedel Financial Consulting
Indiana
$159K -$1.7K -10 -1%
PI
985
PEAK6 Investments
Illinois
$159K +$159K +932 New
PWMG
986
Prestige Wealth Management Group
New Jersey
$157K +$11.6K +68 +8%
ETC
987
Exchange Traded Concepts
Oklahoma
$156K -$11.6K -68 -7%
ARMC
988
American Research & Management Company
Massachusetts
$156K – – –
C
989
Covestor
United Kingdom
$155K +$71.4K +420 +85%
FAM
990
Fred Alger Management
New York
$154K +$18.3K +107 +13%
WB
991
Webster Bank
Connecticut
$153K – – –
KLWA
992
Kelly Lawrence W & Associates
California
$153K – – –
WTA
993
Washington Trust Advisors
Massachusetts
$146K -$7.51K -44 -5%
GWM
994
Geneos Wealth Management
Colorado
$146K – – –
KFS
995
Kelly Financial Services
Massachusetts
$139K – – –
RTC
996
Riverview Trust Company
Washington
$137K +$68.7K +402 +101%
CTC
997
Central Trust Company
Missouri
$134K -$4.25K -25 -3%
BCM
998
Bourgeon Capital Management
Connecticut
$130K – – –
NO
999
Ninety One
South Africa
$126K – – –
HNWAG
1000
High Net Worth Advisory Group
Florida
$122K -$25.3K -148 -17%
38 39
40
41 42