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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 %
CCA
1026
Column Capital Advisors
Indiana
$67K -$1.02K -6 -1%
Jones Financial Companies
1027
Jones Financial Companies
Missouri
$66K -$62.9K -370 -49%
VCM
1028
Versant Capital Management
Arizona
$64K – – –
SBL
1029
Sargent Bickham Lagudis
Colorado
$62K – – –
SCM
1030
Silvant Capital Management
Georgia
$61K – – –
T
1031
TCWP
Ohio
$61K +$61K +363 New
MGIM
1032
M&G Investment Management
United Kingdom
$56.8K +$20.4K +120,074 +56%
GAM
1033
Gemmer Asset Management
California
$55K -$13.7K -81 -20%
MFA
1034
McClarren Financial Advisors
Pennsylvania
$55K – – –
Group One Trading
1035
Group One Trading
Illinois
$54K +$54K +317 New
KA
1036
Kozak & Associates
Colorado
$53K – – –
LC
1037
Lindbrook Capital
California
$52K -$27.8K -164 -35%
HWM
1038
HighMark Wealth Management
Minnesota
$52K – – –
OIS
1039
Okabena Investment Services
Minnesota
$52K – – –
TF
1040
TimeScale Financial
Massachusetts
$52K +$169 +1 +0.3%
TFO
1041
Tarbox Family Office
California
$51K -$8.36K -49 -14%
SSB
1042
Sandy Spring Bank
Maryland
$51K – – –
DAC
1043
Dividend Assets Capital
South Carolina
$51K – – –
BCMLT
1044
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K +$51K +300 New
MWM
1045
Mascoma Wealth Management
New Hampshire
$50K +$18.9K +112 +61%
ARIS
1046
Advanced Research Investment Solutions
California
$49K -$53.1K -313 -52%
CAC
1047
Core Alternative Capital
Georgia
$49K +$43K +252 +720%
JFGIW
1048
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K – – –
CTB
1049
Country Trust Bank
Illinois
$47K – – –
TIM
1050
Tortoise Investment Management
New York
$44K – – –
40 41
42
43 44