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Marsh & McLennan
MMC

Overview Fund Activity

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$344M
2
ClearBridge Investments
ClearBridge Investments
New York
+$320M
3
BlackRock
BlackRock
New York
+$302M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$69.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$199M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$183M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$150M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$110M
5
Goldman Sachs
Goldman Sachs
New York
-$98.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1026
Harbour Investments
Wisconsin
$139K +$9.43K +57 +7%
TAIM
1027
TD Ameritrade Investment Management
Nebraska
$139K -$42.8K -259 -24%
CCA
1028
Column Capital Advisors
Indiana
$137K +$71.8K +434 +110%
KFS
1029
Kelly Financial Services
Massachusetts
$135K – – –
WTA
1030
Washington Trust Advisors
Massachusetts
$134K -$8.11K -49 -6%
LC
1031
Lindbrook Capital
California
$133K +$34.3K +207 +35%
TWD
1032
True Wealth Design
Ohio
$130K +$130K +788 New
ACP
1033
Arcus Capital Partners
Georgia
$130K +$130K +786 New
BCM
1034
Bourgeon Capital Management
Connecticut
$127K – – –
NECFA
1035
New England Capital Financial Advisors
Connecticut
$119K +$119K +685 New
AF
1036
Allworth Financial
California
$118K +$76.1K +460 +180%
HNWAG
1037
High Net Worth Advisory Group
Florida
$118K – – –
LS
1038
Livforsakringsbolaget Skandia
Sweden
$118K – – –
HCP
1039
Hexagon Capital Partners
Arkansas
$117K -$65.4K -395 -36%
TFGT
1040
TS Financial Group (TSFG)
Illinois
$114K – – –
AAG
1041
Armstrong Advisory Group
Massachusetts
$110K +$110K +666 New
MA
1042
MCF Advisors
Kentucky
$109K – – –
BWL
1043
Bogart Wealth LLC
Virginia
$104K -$6.62K -40 -6%
TF
1044
Tompkins Financial
New York
$102K -$9.41K -57 -8%
PAI
1045
Pittenger & Anderson Inc
Nebraska
$99.3K +$16.5K +100 +20%
TWM
1046
Tradition Wealth Management
Minnesota
$99K +$824 +5 +0.8%
MHR
1047
Matthew Hamilton Rosenberg
$97.5K – – –
FHA
1048
First Horizon Advisors
Tennessee
$96.3K +$13.6K +82 +16%
ECG
1049
Edge Capital Group
Georgia
$96.1K +$96.1K +581 New
GEA
1050
Glen Eagle Advisors
New Jersey
$96K +$22.5K +136 +31%
40 41
42
43 44