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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 %
TSWM
1051
Tyler-Stone Wealth Management
Ohio
$89K – – –
SBL
1052
Sargent Bickham Lagudis
Colorado
$88.5K – – –
ONST
1053
Old North State Trust
North Carolina
$86K +$86K +522 New
IRC
1054
Investors Research Corp
Georgia
$85.2K – – –
TCOV
1055
Trust Company of Vermont
Vermont
$84.1K +$3.97K +24 +5%
SSG
1056
Summit Securities Group
New York
$83K +$83K +501 New
VIA
1057
Virtus Investment Advisers
Connecticut
$82.6K – – –
RFA
1058
Resurgent Financial Advisors
Georgia
$82.6K +$82.6K +499 New
C
1059
Covestor
United Kingdom
$79K +$10.5K +63 +15%
Capstone Investment Advisors
1060
Capstone Investment Advisors
New York
$75.6K +$75.6K +457 New
AA
1061
Addison Advisors
Vermont
$75.1K – – –
EBA
1062
Eagle Bay Advisors
New York
$74.8K -$5.13K -31 -6%
ICM
1063
Islay Capital Management
Texas
$74.5K – – –
JGIA
1064
Jackson Grant Investment Advisers
Connecticut
$73.6K +$331 +2 +0.5%
DJSG
1065
D.J. St. Germain
Massachusetts
$69.5K +$69.5K +420 New
BSB
1066
Bangor Savings Bank
Maine
$67K – – –
CWP
1067
Concord Wealth Partners
Virginia
$66.7K +$66.7K +403 New
AA
1068
Ancora Advisors
Ohio
$66K +$17.2K +105 +35%
HDIM
1069
Hanson & Doremus Investment Management
Vermont
$65K +$4.82K +29 +8%
VCM
1070
Versant Capital Management
Arizona
$62.6K – – –
SCM
1071
Silvant Capital Management
Georgia
$59.2K – – –
DAC
1072
Dividend Assets Capital
South Carolina
$59K – – –
KA
1073
Kozak & Associates
Colorado
$59K +$166 +1 +0.3%
SSB
1074
Sandy Spring Bank
Maryland
$58.6K +$8.94K +54 +18%
TWA
1075
TCI Wealth Advisors
Arizona
$57.6K -$1.99K -12 -3%
41 42
43
44 45