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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 %
AIM
1001
Axiom Investment Management
New York
$111K 755 +755 New
HNWAG
1002
High Net Worth Advisory Group
Florida
$107K 714 – –
LS
1003
Livforsakringsbolaget Skandia
Sweden
$106K 711 -2,700 -79%
TFGT
1004
TS Financial Group (TSFG)
Illinois
$103K 689 – –
ETC
1005
Exchange Traded Concepts
Oklahoma
$102K 682 -520 -43%
VC
1006
Vestor Capital
Illinois
$102K 684 – –
TF
1007
Tompkins Financial
New York
$101K 675 +57 +9%
CFO
1008
CVA Family Office
Colorado
$100K 670 +25 +4%
BWL
1009
Bogart Wealth LLC
Virginia
$99K 666 +40 +6%
MA
1010
MCF Advisors
Kentucky
$98K 658 – –
DBG
1011
De Burlo Group
Massachusetts
$89.6K 600 +600 New
LC
1012
Lindbrook Capital
California
$89K 594 +184 +45%
TWM
1013
Tradition Wealth Management
Minnesota
$89K 596 +596 New
MHR
1014
Matthew Hamilton Rosenberg
$88K 589 – –
SBL
1015
Sargent Bickham Lagudis
Colorado
$80K 535 -8 -1%
TSWM
1016
Tyler-Stone Wealth Management
Ohio
$80K 535 – –
IRC
1017
Investors Research Corp
Georgia
$77K 515 +21 +4%
PAI
1018
Pittenger & Anderson Inc
Nebraska
$75K 500 – –
SC
1019
Solstein Capital
California
$75K 503 – –
IAMOG
1020
Investors Asset Management of Georgia
Georgia
$75K 500 – –
FHA
1021
First Horizon Advisors
Tennessee
$74K 500 +104 +26%
VIA
1022
Virtus Investment Advisers
Connecticut
$74K 499 +499 New
EBA
1023
Eagle Bay Advisors
New York
$72K 483 – –
TCOV
1024
Trust Company of Vermont
Vermont
$72K 484 +46 +11%
AA
1025
Addison Advisors
Vermont
$68K 454 – –
39 40
41
42 43