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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 %
JFGIW
1051
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K 280 +2 +0.7%
AA
1052
Ancora Advisors
Ohio
$44K 297 -179 -38%
MWM
1053
Mascoma Wealth Management
New Hampshire
$44K 295 -3 -1%
AIP
1054
Almanack Investment Partners
Pennsylvania
$43K 290 +290 New
MCM
1055
MV Capital Management
Maryland
$42K 283 +63 +29%
AF
1056
Allworth Financial
California
$38K 256 +17 +7%
FMP
1057
Financial Management Professionals
Texas
$36K 238 -6 -2%
CTB
1058
Country Trust Bank
Illinois
$36K 243 – –
BIA
1059
Bell Investment Advisors
California
$36K 240 +46 +24%
FCA
1060
FinTrust Capital Advisors
South Carolina
$35K 221 +31 +16%
PSB
1061
Piscataqua Savings Bank
New Hampshire
$34K 229 – –
GI
1062
Gradient Investments
Minnesota
$33K 220 -340 -61%
EARNEST Partners
1063
EARNEST Partners
Georgia
$33K 220 – –
AP
1064
Arlington Partners
Alabama
$32K 214 – –
NL
1065
NVWM LLC
Pennsylvania
$31K 208 -2 -1%
ST
1066
Sageworth Trust
Pennsylvania
$31K 208 – –
NFSG
1067
Newbridge Financial Services Group
Florida
$31K 205 +1 +0.5%
AAP
1068
Arax Advisory Partners
Colorado
$31K 207 +207 New
AS
1069
Altshuler Shaham
Israel
$30K 197 +26 +15%
SIS
1070
Sound Income Strategies
Florida
$29K 197 -3 -2%
SOW
1071
State of Wyoming
Wyoming
$29K 193 +96 +99%
FFC
1072
First Financial Corp
Indiana
$28K 190 – –
TFP
1073
Tilia Fiduciary Partners
North Carolina
$28K 184 – –
NC
1074
NewSquare Capital
Pennsylvania
$28K 189 +12 +7%
ACA
1075
Atlas Capital Advisors
Wyoming
$27.6K 185 – –
41 42
43
44 45