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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 %
ICM
1026
Islay Capital Management
Texas
$67K 450 – –
GEA
1027
Glen Eagle Advisors
New Jersey
$66.3K 444 +19 +4%
JGIA
1028
Jackson Grant Investment Advisers
Connecticut
$66K 443 +1 +0.2%
C
1029
Covestor
United Kingdom
$62K 413 -499 -55%
FAM
1030
Fred Alger Management
New York
$61K 406 -426 -51%
AWM
1031
Avior Wealth Management
Nebraska
$61K 413 +1 +0.2%
EIP
1032
Ellis Investment Partners
Pennsylvania
$60K 406 – –
BSB
1033
Bangor Savings Bank
Maine
$60K 404 – –
CCA
1034
Column Capital Advisors
Indiana
$59K 396 – –
VCM
1035
Versant Capital Management
Arizona
$56K 378 – –
CA
1036
Crewe Advisors
Utah
$55K 366 +64 +21%
TWA
1037
TCI Wealth Advisors
Arizona
$54K 360 -12 -3%
KA
1038
Kozak & Associates
Colorado
$54K 354 +2 +0.6%
HDIM
1039
Hanson & Doremus Investment Management
Vermont
$54K 362 +113 +45%
SCM
1040
Silvant Capital Management
Georgia
$53K 358 – –
DAC
1041
Dividend Assets Capital
South Carolina
$53K 354 +54 +18%
PCTC
1042
Perkins Coie Trust Company
Washington
$51K 341 -53 -13%
CAC
1043
Core Alternative Capital
Georgia
$51K 342 +20 +6%
GWM
1044
Geneos Wealth Management
Colorado
$49K 329 -473 -59%
MFA
1045
McClarren Financial Advisors
Pennsylvania
$48K 328 +328 New
BCMLT
1046
Beacon Capital Management LLC (Tennessee)
Tennessee
$47K 300 – –
HWM
1047
HighMark Wealth Management
Minnesota
$46K 308 – –
CG
1048
Cutler Group
California
$46K 311 +311 New
TIM
1049
Tortoise Investment Management
New York
$45K 303 -2 -0.7%
SSB
1050
Sandy Spring Bank
Maryland
$45K 300 – –
40 41
42
43 44