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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 %
MPWT
976
MassMutual Private Wealth & Trust
Connecticut
$150K 965 +4 +0.4%
BWM
977
BerganKDV Wealth Management
Minnesota
$147K 947 – –
CTC
978
Central Trust Company
Missouri
$144K 923 +135 +17%
C
979
Covestor
United Kingdom
$142K 912 – –
ARMC
980
American Research & Management Company
Massachusetts
$142K 916 – –
RTC
981
Riverview Trust Company
Washington
$142K 915 +113 +14%
KLWA
982
Kelly Lawrence W & Associates
California
$140K 900 – –
WB
983
Webster Bank
Connecticut
$139K 897 – –
PCG
984
Private Capital Group
Connecticut
$135K 867 -274 -24%
FPS
985
Fieldpoint Private Securities
Connecticut
$134K 861 -9,422 -92%
WTA
986
Washington Trust Advisors
Massachusetts
$133K 856 – –
FAM
987
Fred Alger Management
New York
$129K 832 -70 -8%
CCM
988
Chilton Capital Management
Texas
$127K 818 +818 New
KFS
989
Kelly Financial Services
Massachusetts
$127K 815 – –
GWM
990
Geneos Wealth Management
Colorado
$125K 802 -57 -7%
HI
991
Harbour Investments
Wisconsin
$122K 785 +785 New
BCM
992
Bourgeon Capital Management
Connecticut
$119K 765 – –
PFBT
993
Parkside Financial Bank & Trust
Missouri
$113K 726 +102 +16%
HNWAG
994
High Net Worth Advisory Group
Florida
$111K 714 – –
HFS
995
Heritage Financial Services
Massachusetts
$108K 700 +700 New
TFGT
996
TS Financial Group (TSFG)
Illinois
$107K 689 – –
VC
997
Vestor Capital
Illinois
$106K 684 – –
MA
998
MCF Advisors
Kentucky
$102K 658 +618 +1,545%
Q
999
QVR
California
$101K 649 +649 New
CFO
1000
CVA Family Office
Colorado
$100K 645 -310 -32%
38 39
40
41 42