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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 %
VC
1001
Vestor Capital
Illinois
$117K -$11.1K -65 -9%
TFGT
1002
TS Financial Group (TSFG)
Illinois
$117K – – –
AS
1003
Altshuler Shaham
Israel
$116K +$4.62K +27 +4%
AF
1004
Allworth Financial
California
$112K +$35.4K +208 +46%
PFBT
1005
Parkside Financial Bank & Trust
Missouri
$107K -$12.2K -71 -10%
BWL
1006
Bogart Wealth LLC
Virginia
$107K – – –
TF
1007
Tompkins Financial
New York
$105K – – –
DBG
1008
De Burlo Group
Massachusetts
$102K +$102K +600 New
MHR
1009
Matthew Hamilton Rosenberg
$100K +$67.6K +398 +208%
TSWM
1010
Tyler-Stone Wealth Management
Ohio
$91K -$1.02K -6 -1%
PCTC
1011
Perkins Coie Trust Company
Washington
$87K – – –
SC
1012
Solstein Capital
California
$86K – – –
FHA
1013
First Horizon Advisors
Tennessee
$86K +$15K +87 +21%
PAI
1014
Pittenger & Anderson Inc
Nebraska
$85K – – –
Koshinski Asset Management
1015
Koshinski Asset Management
Illinois
$78.2K +$2.9K +17 +4%
ICM
1016
Islay Capital Management
Texas
$77K – – –
AA
1017
Addison Advisors
Vermont
$77K +$25.4K +150 +49%
JGIA
1018
Jackson Grant Investment Advisers
Connecticut
$75K +$170 +1 +0.2%
DC
1019
DeDora Capital
California
$74K +$74K +435 New
GI
1020
Gradient Investments
Minnesota
$73K – – –
GEA
1021
Glen Eagle Advisors
New Jersey
$72.4K – – –
PFGIA
1022
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$169 +1 +0.2%
APP
1023
Alpha Paradigm Partners
Illinois
$71K +$71K +418 New
AWM
1024
Avior Wealth Management
Nebraska
$70K +$341 +2 +0.5%
EIP
1025
Ellis Investment Partners
Pennsylvania
$69K – – –
39 40
41
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