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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 %
CCA
1026
Column Capital Advisors
Indiana
$61K 396 – –
FHA
1027
First Horizon Advisors
Tennessee
$60K 396 -104 -21%
VCM
1028
Versant Capital Management
Arizona
$59K 378 – –
TWA
1029
TCI Wealth Advisors
Arizona
$58K 372 +200 +116%
SCM
1030
Silvant Capital Management
Georgia
$56K 358 – –
KA
1031
Kozak & Associates
Colorado
$55K 352 +1 +0.3%
BCMLT
1032
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K 300 – –
CAC
1033
Core Alternative Capital
Georgia
$50K 322 +35 +12%
HWM
1034
HighMark Wealth Management
Minnesota
$48K 308 – –
SSB
1035
Sandy Spring Bank
Maryland
$47K 300 – –
OIS
1036
Okabena Investment Services
Minnesota
$47K 303 – –
DAC
1037
Dividend Assets Capital
South Carolina
$47K 300 – –
TIM
1038
Tortoise Investment Management
New York
$47K 305 +45 +17%
CA
1039
Crewe Advisors
Utah
$47K 302 +302 New
MWM
1040
Mascoma Wealth Management
New Hampshire
$46K 298 +2 +0.7%
JFGIW
1041
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K 278 – –
HDIM
1042
Hanson & Doremus Investment Management
Vermont
$39K 249 – –
CTB
1043
Country Trust Bank
Illinois
$38K 243 -34 -12%
FMP
1044
Financial Management Professionals
Texas
$38K 244 +143 +142%
AF
1045
Allworth Financial
California
$37K 239 -420 -64%
PSB
1046
Piscataqua Savings Bank
New Hampshire
$36K 229 – –
Jones Financial Companies
1047
Jones Financial Companies
Missouri
$35K 223 -165 -43%
EARNEST Partners
1048
EARNEST Partners
Georgia
$34K 220 – –
MCM
1049
MV Capital Management
Maryland
$34K 220 +61 +38%
TFS
1050
TrustCore Financial Services
Tennessee
$33K 214 – –
40 41
42
43 44