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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 %
FPFS
1101
First Personal Financial Services
North Carolina
$12K 80 +80 New
ADL
1102
Asset Dedication LLC
California
$12K 83 +83 New
GG
1103
Gleason Group
Kentucky
$11K 73 – –
AIM
1104
Arcadia Investment Management
Michigan
$11K 74 – –
MCC
1105
Money Concepts Capital
Florida
$11K 71 +71 New
TJHA
1106
Thomas J. Herzfeld Advisors
Florida
$10K 68 – –
CHA
1107
Carmichael Hill & Associates
Maryland
$10K 70 – –
RDFA
1108
Ritter Daniher Financial Advisory
Ohio
$10K 65 – –
KFI
1109
Key Financial Inc
Pennsylvania
$10K 68 +49 +258%
MFT
1110
Moisand Fitzgerald Tamayo
Florida
$10K 65 +65 New
CFD
1111
Creative Financial Designs
Indiana
$9K 61 – –
MUMSS
1112
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K 60 – –
SC
1113
Schubert & Co
Texas
$9K 57 +13 +30%
CAL
1114
Capital Advisors Ltd
Ohio
$9K 59 +26 +79%
CB
1115
Community Bank
New York
$9K 59 +59 New
PK
1116
Pflug Koory
Nebraska
$9K 61 +61 New
GIA
1117
GHP Investment Advisors
Colorado
$8K 56 -30 -35%
SC
1118
Sierra Capital
Florida
$8K 53 -2 -4%
TFA
1119
Toth Financial Advisory
Virginia
$8K 55 – –
ACM
1120
AUA Capital Management
Pennsylvania
$7K 46 -1 -2%
AP
1121
Atwood & Palmer
Missouri
$6K 39 – –
FWM
1122
Focused Wealth Management
New York
$6K 38 – –
SC
1123
SouthState Corp
Florida
$5K 32 – –
WB
1124
West Bancorporation
Iowa
$5K 35 – –
SFO
1125
Standard Family Office
South Dakota
$5K 36 +36 New
43 44
45
46 47