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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 %
LPIC
976
LeJeune Puetz Investment Counsel
Michigan
$174K 1,168 – –
CCM
977
Covington Capital Management
California
$171K 1,144 +55 +5%
Bank of Montreal
978
Bank of Montreal
Ontario, Canada
$166K 1,103,004 +564,787 +105%
MPWT
979
MassMutual Private Wealth & Trust
Connecticut
$166K 1,114 +149 +15%
PP
980
Paloma Partners
Connecticut
$165K 1,103 -419 -28%
HCP
981
Hexagon Capital Partners
Arkansas
$165K 1,103 +122 +12%
TAIM
982
TD Ameritrade Investment Management
Nebraska
$164K 1,101 -107 -9%
GC
983
Garde Capital
Washington
$160K 1,070 – –
FDCC
984
Foster Dykema Cabot & Co
Massachusetts
$159K 1,068 – –
Pacer Advisors
985
Pacer Advisors
Pennsylvania
$152K 1,016 -51,765 -98%
DWA
986
Dougherty Wealth Advisers
Minnesota
$147K 986 – –
TF
987
TimeScale Financial
Massachusetts
$146K 976 – –
SWM
988
Spire Wealth Management
Virginia
$140K 937 -29 -3%
CTC
989
Central Trust Company
Missouri
$137K 918 -5 -0.5%
RTC
990
Riverview Trust Company
Washington
$137K 915 – –
ARMC
991
American Research & Management Company
Massachusetts
$137K 916 – –
WB
992
Webster Bank
Connecticut
$134K 897 – –
KLWA
993
Kelly Lawrence W & Associates
California
$134K 900 – –
NIM
994
NuWave Investment Management
New Jersey
$132K 885 +885 New
WTA
995
Washington Trust Advisors
Massachusetts
$128K 856 – –
HI
996
Harbour Investments
Wisconsin
$122K 785 – –
KFS
997
Kelly Financial Services
Massachusetts
$122K 815 – –
PFBT
998
Parkside Financial Bank & Trust
Missouri
$120K 807 +81 +11%
MGIM
999
M&G Investment Management
United Kingdom
$118K 793,159 +180,640 +29%
BCM
1000
Bourgeon Capital Management
Connecticut
$114K 765 – –
38 39
40
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