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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 %
CHA
1101
Carmichael Hill & Associates
Maryland
$12K 70 – –
GG
1102
Gleason Group
Kentucky
$12K 73 +1 +1%
RDFA
1103
Ritter Daniher Financial Advisory
Ohio
$11K 65 – –
FCA
1104
FinTrust Capital Advisors
South Carolina
$11K 62 +62 New
MUMSS
1105
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K 60 -60 -50%
RCM
1106
Raleigh Capital Management
North Carolina
$9K 52 +52 New
ACM
1107
AUA Capital Management
Pennsylvania
$8K 47 – –
TCWA
1108
Ten Capital Wealth Advisors
Washington
$8K 46 – –
FCG
1109
Financial Connections Group
California
$8K 51 – –
UFF
1110
USA Financial Formulas
Michigan
$7K 39 -8,251 -100%
MA
1111
MCF Advisors
Kentucky
$7K 40 +40 New
FWM
1112
Focused Wealth Management
New York
$6K 38 – –
GKIM
1113
GW&K Investment Management
Massachusetts
$6K 33 +33 New
CI
1114
Cordant Inc
Oregon
$6K 33 +33 New
AF
1115
Arrow Financial
New York
$6K 35 +35 New
SC
1116
SouthState Corp
Florida
$5K 32 – –
DHGWA
1117
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K 31 – –
TFA
1118
Toth Financial Advisory
Virginia
$5K 30 – –
LWANC
1119
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 30 – –
LAS
1120
Lloyd Advisory Services
Georgia
$5K 31 +20 +182%
GIA
1121
GHP Investment Advisors
Colorado
$5K 30 +30 New
SC
1122
Schubert & Co
Texas
$4K 22 +3 +16%
DI
1123
Disciplined Investments
Oklahoma
$4K 23 +23 New
COCM
1124
Charter Oak Capital Management
New Hampshire
$4K 25 +25 New
SFG
1125
Steward Financial Group
Texas
$3K 19 – –
43 44
45
46 47