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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 %
BWL
1001
Bogart Wealth LLC
Virginia
$97K 626 – –
TF
1002
Tompkins Financial
New York
$96K 618 – –
MGIM
1003
M&G Investment Management
United Kingdom
$94.9K 612,519 +278,639 +83%
MHR
1004
Matthew Hamilton Rosenberg
$92K 589 – –
GI
1005
Gradient Investments
Minnesota
$87K 560 +130 +30%
Bank of Montreal
1006
Bank of Montreal
Ontario, Canada
$85.5K 538,217 -11,234 -2%
SBL
1007
Sargent Bickham Lagudis
Colorado
$84K 543 +181 +50%
TSWM
1008
Tyler-Stone Wealth Management
Ohio
$83K 535 – –
SC
1009
Solstein Capital
California
$78K 503 – –
PAI
1010
Pittenger & Anderson Inc
Nebraska
$78K 500 – –
IAMOG
1011
Investors Asset Management of Georgia
Georgia
$78K 500 +500 New
IRC
1012
Investors Research Corp
Georgia
$77K 494 +287 +139%
EBA
1013
Eagle Bay Advisors
New York
$75K 483 +483 New
AA
1014
Ancora Advisors
Ohio
$74K 476 +476 New
AA
1015
Addison Advisors
Vermont
$70K 454 – –
ICM
1016
Islay Capital Management
Texas
$70K 450 – –
JGIA
1017
Jackson Grant Investment Advisers
Connecticut
$69K 442 +2 +0.5%
PFGIA
1018
Patriot Financial Group Insurance Agency
Massachusetts
$68K 435 +10 +2%
TCOV
1019
Trust Company of Vermont
Vermont
$68K 438 +438 New
GEA
1020
Glen Eagle Advisors
New Jersey
$66K 425 – –
AWM
1021
Avior Wealth Management
Nebraska
$64K 412 +1 +0.2%
LC
1022
Lindbrook Capital
California
$64K 410 +103 +34%
EIP
1023
Ellis Investment Partners
Pennsylvania
$63K 406 – –
BSB
1024
Bangor Savings Bank
Maine
$63K 404 +404 New
PCTC
1025
Perkins Coie Trust Company
Washington
$61K 394 -119 -23%
39 40
41
42 43