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Marsh & McLennan
MMC

Overview Fund Activity

1,142 hedge funds and large institutions have $68.2B invested in Marsh & McLennan in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 432 increasing their positions, 403 reducing their positions, and 95 closing their positions.

Holders
1,142
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.31%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.42%
New
113
Increased
432
Reduced
403
Closed
95
Calls
$87.9M
Puts
$139M
Net Calls
-$51.5M
Net Calls Change
-$53.8M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$636M
2
Morgan Stanley
2
Morgan Stanley
New York
$708M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.94B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.57B
5
IIM
5
INTECH Investment Management
Florida
$177M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.38B
2
State Street
2
State Street
Massachusetts
$3.45B
3
BlackRock
3
BlackRock
New York
$6.31B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1101
Toth Financial Advisory
Virginia
$9K 55 +25 +83%
RCM
1102
Raleigh Capital Management
North Carolina
$8K 52 – –
ACM
1103
AUA Capital Management
Pennsylvania
$7K 47 – –
FCG
1104
Financial Connections Group
California
$7K 51 – –
TCWA
1105
Ten Capital Wealth Advisors
Washington
$7K 46 – –
SC
1106
Schubert & Co
Texas
$7K 44 +22 +100%
CP
1107
Castleview Partners
Texas
$6.8K 50 -185 -79%
AP
1108
Atwood & Palmer
Missouri
$6K 39 -36 -48%
FWM
1109
Focused Wealth Management
New York
$6K 38 – –
SFG
1110
Steward Financial Group
Texas
$6K 45 +26 +137%
WB
1111
West Bancorporation
Iowa
$5K 35 -35 -50%
SC
1112
SouthState Corp
Florida
$5K 32 – –
LWANC
1113
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 30 – –
CAL
1114
Capital Advisors Ltd
Ohio
$5K 33 +14 +74%
HWM
1115
Horizons Wealth Management
North Carolina
$5K 28 +28 New
FPB
1116
First PREMIER Bank
South Dakota
$5K 35 +35 New
COCM
1117
Charter Oak Capital Management
New Hampshire
$4K 25 – –
FWA
1118
FSC Wealth Advisors
New York
$4K 24 +24 New
KFI
1119
Key Financial Inc
Pennsylvania
$3K 19 -80 -81%
UFF
1120
USA Financial Formulas
Michigan
$3K 17 -22 -56%
DI
1121
Disciplined Investments
Oklahoma
$3K 21 -2 -9%
TFM
1122
TFC Financial Management
Massachusetts
$3K 20 – –
LIM
1123
Longfellow Investment Management
Massachusetts
$3K 17 – –
Loomis, Sayles & Company
1124
Loomis, Sayles & Company
Massachusetts
$3K 22 +4 +22%
GWMIA
1125
Global Wealth Management Investment Advisory
Florida
$3K 17 +5 +42%
43 44
45
46 47