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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.

New
Increased
Maintained
Reduced
Closed
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 %
HDIM
1051
Hanson & Doremus Investment Management
Vermont
$42K +$14.5K +86 +53%
CP
1052
Castleview Partners
Texas
$40K -$9.46M -55,561 -100%
PSB
1053
Piscataqua Savings Bank
New Hampshire
$39K – – –
EARNEST Partners
1054
EARNEST Partners
Georgia
$37K – – –
TFS
1055
TrustCore Financial Services
Tennessee
$36K – – –
AP
1056
Arlington Partners
Alabama
$36K – – –
ST
1057
Sageworth Trust
Pennsylvania
$35K – – –
IRC
1058
Investors Research Corp
Georgia
$35K – – –
SSG
1059
Summit Securities Group
New York
$35K +$35K +207 New
FBT
1060
First Bank & Trust
South Dakota
$34K – – –
SIS
1061
Sound Income Strategies
Florida
$34K +$510 +3 +2%
ACA
1062
Atlas Capital Advisors
Wyoming
$31.5K – – –
NFSG
1063
Newbridge Financial Services Group
Florida
$31K -$1.35K -8 -4%
TFP
1064
Tilia Fiduciary Partners
North Carolina
$31K – – –
EW
1065
Evoke Wealth
California
$29K -$22.1K -128 -43%
TWA
1066
TCI Wealth Advisors
Arizona
$29K -$2.19K -13 -7%
SGAM
1067
Smith Group Asset Management
Texas
$28K -$1.73K -10 -6%
MCM
1068
MV Capital Management
Maryland
$27K -$170 -1 -0.6%
Macquarie Group
1069
Macquarie Group
Australia
$26.4K +$70 +413 +0.3%
BWA
1070
BDO Wealth Advisors
Florida
$26K – – –
HA
1071
Herold Advisors
New York
$25.6K +$25.6K +150 New
DWA
1072
Delos Wealth Advisors
Texas
$24K – – –
MCC
1073
Money Concepts Capital
Florida
$22K +$22K +129 New
ANBT
1074
American National Bank & Trust
Texas
$22K +$22K +130 New
CG
1075
Cutler Group
California
$21K +$21K +129 New
41 42
43
44 45