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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 %
GFPC
1076
Global Financial Private Client
Florida
$27.1K 175 +175 New
AWM
1077
Atticus Wealth Management
Florida
$27K 173 – –
Jones Financial Companies
1078
Jones Financial Companies
Missouri
$25K 167 -56 -25%
LFG
1079
Larson Financial Group
Missouri
$25K 165 +95 +136%
CH
1080
Canton Hathaway
Rhode Island
$24K 164 – –
BWA
1081
BDO Wealth Advisors
Florida
$23K 151 – –
QC
1082
Quent Capital
New York
$23K 154 +135 +711%
DWA
1083
Delos Wealth Advisors
Texas
$22K 147 +4 +3%
ANBT
1084
American National Bank & Trust
Texas
$22K 150 +20 +15%
JWA
1085
JFS Wealth Advisors
Pennsylvania
$22K 147 +36 +32%
PCFFS
1086
Pacific Center for Financial Services
California
$20K 136 -8 -6%
CAL
1087
Capital Analysts LLC
Pennsylvania
$20K 133 +16 +14%
JWM
1088
Janiczek Wealth Management
Colorado
$20K 133 +29 +28%
FIA
1089
FNY Investment Advisers
New York
$20K 140 +42 +43%
CQS
1090
Credential Qtrade Securities
$18.1K 121 – –
MRCM
1091
M&R Capital Management
New Jersey
$17K 114 – –
HR
1092
Howe & Rusling
New York
$17K 116 +13 +13%
CYG
1093
Clean Yield Group
Vermont
$16K 110 – –
JFA
1094
JNBA Financial Advisors
Minnesota
$15K 100 – –
AWM
1095
Abound Wealth Management
Tennessee
$14K 94 +94 New
SCA
1096
Stuart Chaussee & Associates
California
$14K 97 – –
DWMG
1097
DB Wealth Management Group
California
$14K 96 – –
RCM
1098
Raleigh Capital Management
North Carolina
$14K 91 +39 +75%
SC
1099
Seldon Capital
California
$13K 88 – –
OC
1100
Oakworth Capital
Alabama
$13K 85 – –
42 43
44
45 46