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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CQS
1076
Credential Qtrade Securities
$20.6K 121 – –
SIC
1077
SJS Investment Consulting
Ohio
$20K 115 +3 +3%
JWA
1078
JFS Wealth Advisors
Pennsylvania
$20K 120 +61 +103%
MRCM
1079
M&R Capital Management
New Jersey
$19K 114 – –
CYG
1080
Clean Yield Group
Vermont
$19K 110 +50 +83%
JWM
1081
Janiczek Wealth Management
Colorado
$18K 104 -15 -13%
FFC
1082
First Financial Corp
Indiana
$18K 103 – –
HR
1083
Howe & Rusling
New York
$18K 103 +103 New
SCA
1084
Stuart Chaussee & Associates
California
$17K 97 -88 -48%
JFA
1085
JNBA Financial Advisors
Minnesota
$17K 100 – –
CAL
1086
Capital Analysts LLC
Pennsylvania
$17K 101 – –
FMP
1087
Financial Management Professionals
Texas
$17K 101 +36 +55%
KFI
1088
Key Financial Inc
Pennsylvania
$17K 99 +80 +421%
DWMG
1089
DB Wealth Management Group
California
$16K 96 – –
SC
1090
Seldon Capital
California
$15K 88 – –
ADL
1091
Asset Dedication LLC
California
$14K 83 -62 -43%
OC
1092
Oakworth Capital
Alabama
$14K 85 – –
M
1093
MOTCO
Texas
$14K 84 +84 New
AP
1094
Atwood & Palmer
Missouri
$13K 75 – –
AIM
1095
Arcadia Investment Management
Michigan
$13K 74 – –
CDIA
1096
Capital Directions Investment Advisors
Georgia
$13K 78 +78 New
CFD
1097
Creative Financial Designs
Indiana
$12K 72 -29 -29%
WB
1098
West Bancorporation
Iowa
$12K 70 -17 -20%
SC
1099
Sierra Capital
Florida
$12K 73 -7 -9%
CHA
1100
Carmichael Hill & Associates
Maryland
$12K 70 – –
42 43
44
45 46