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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 %
CAC
1076
Core Alternative Capital
Georgia
$57.5K +$828 +5 +1%
GI
1077
Gradient Investments
Minnesota
$55.9K +$19.5K +118 +54%
ETC
1078
Exchange Traded Concepts
Oklahoma
$55.4K -$57.4K -347 -51%
MFA
1079
McClarren Financial Advisors
Pennsylvania
$54K – – –
MCM
1080
MV Capital Management
Maryland
$53.8K +$6.95K +42 +15%
LCM
1081
Logan Capital Management
Pennsylvania
$53.6K -$2.44M -14,762 -98%
CT
1082
Colonial Trust
South Carolina
$52K +$52K +312 New
USCWA
1083
U.S. Capital Wealth Advisors
Texas
$52K +$52K +314 New
TIM
1084
Tortoise Investment Management
New York
$51.5K +$1.32K +8 +3%
CG
1085
Cutler Group
California
$51K – – –
HWM
1086
HighMark Wealth Management
Minnesota
$50.9K – – –
GWM
1087
Geneos Wealth Management
Colorado
$50.6K -$3.81K -23 -7%
FFA
1088
Farther Finance Advisors
California
$50.6K +$50.6K +306 New
BCMLT
1089
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.6K – – –
PCTC
1090
Perkins Coie Trust Company
Washington
$47.3K -$9.1K -55 -16%
JFGIW
1091
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K -$331 -2 -0.7%
BIA
1092
Bell Investment Advisors
California
$45.3K +$5.63K +34 +14%
FFC
1093
First Financial Corp
Indiana
$40.9K +$9.43K +57 +30%
FMP
1094
Financial Management Professionals
Texas
$39K – – –
CPG
1095
Cornerstone Planning Group
New Jersey
$38.2K +$38.2K +225 New
PSB
1096
Piscataqua Savings Bank
New Hampshire
$37.9K – – –
ST
1097
Sageworth Trust
Pennsylvania
$37K +$2.49K +15 +7%
CTB
1098
Country Trust Bank
Illinois
$36.6K -$3.64K -22 -9%
EARNEST Partners
1099
EARNEST Partners
Georgia
$36.4K – – –
AAP
1100
Arax Advisory Partners
Colorado
$35.6K +$1.32K +8 +4%
42 43
44
45 46