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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 %
AP
1051
Arlington Partners
Alabama
$33K 214 – –
NL
1052
NVWM LLC
Pennsylvania
$33K 210 +210 New
ST
1053
Sageworth Trust
Pennsylvania
$32K 208 – –
NFSG
1054
Newbridge Financial Services Group
Florida
$32K 204 +20 +11%
EW
1055
Evoke Wealth
California
$32K 204 +36 +21%
FBT
1056
First Bank & Trust
South Dakota
$31K 201 – –
SIS
1057
Sound Income Strategies
Florida
$31K 200 – –
FCA
1058
FinTrust Capital Advisors
South Carolina
$30K 190 +128 +206%
BIA
1059
Bell Investment Advisors
California
$30K 194 +194 New
CA
1060
CoreCap Advisors
Michigan
$30K 196 +196 New
FFC
1061
First Financial Corp
Indiana
$29K 190 +87 +84%
ACA
1062
Atlas Capital Advisors
Wyoming
$28.7K 185 – –
TFP
1063
Tilia Fiduciary Partners
North Carolina
$28K 184 – –
NC
1064
NewSquare Capital
Pennsylvania
$27K 177 -22,453 -99%
AS
1065
Altshuler Shaham
Israel
$27K 171 -507 -75%
AWM
1066
Atticus Wealth Management
Florida
$27K 173 +173 New
CH
1067
Canton Hathaway
Rhode Island
$25K 164 +164 New
SIC
1068
Salem Investment Counselors
North Carolina
$24K 155 +155 New
BWA
1069
BDO Wealth Advisors
Florida
$23K 151 – –
DWA
1070
Delos Wealth Advisors
Texas
$22K 143 – –
PCFFS
1071
Pacific Center for Financial Services
California
$22K 144 +144 New
ANBT
1072
American National Bank & Trust
Texas
$20K 130 – –
CQS
1073
Credential Qtrade Securities
$18.8K 121 – –
CAL
1074
Capital Analysts LLC
Pennsylvania
$18K 117 +16 +16%
JWA
1075
JFS Wealth Advisors
Pennsylvania
$17K 111 -9 -8%
41 42
43
44 45