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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
$1.04B
2
ClearBridge Investments
ClearBridge Investments
New York
$540M
3
BlackRock
BlackRock
New York
$7.14B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.52B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$72.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.2B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$533M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84M
5
Goldman Sachs
Goldman Sachs
New York
$698M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
1101
Arlington Partners
Alabama
$35.4K – – –
NL
1102
NVWM LLC
Pennsylvania
$34.4K – – –
SOW
1103
State of Wyoming
Wyoming
$34.4K +$2.48K +15 +8%
NFSG
1104
Newbridge Financial Services Group
Florida
$34K +$165 +1 +0.5%
SIS
1105
Sound Income Strategies
Florida
$32.6K – – –
AWM
1106
Avior Wealth Management
Nebraska
$31.3K -$37.1K -224 -54%
CA
1107
Crewe Advisors
Utah
$30.9K -$29.6K -179 -49%
TFP
1108
Tilia Fiduciary Partners
North Carolina
$30.4K – – –
QC
1109
Quent Capital
New York
$30.4K +$4.96K +30 +19%
LFG
1110
Larson Financial Group
Missouri
$30.3K +$2.98K +18 +11%
NC
1111
NewSquare Capital
Pennsylvania
$29.3K -$1.99K -12 -6%
Loomis, Sayles & Company
1112
Loomis, Sayles & Company
Massachusetts
$29K +$29K +173 New
GFPC
1113
Global Financial Private Client
Florida
$29K – – –
CH
1114
Canton Hathaway
Rhode Island
$27K – – –
IFAM
1115
Institutional & Family Asset Management
Colorado
$26.8K +$26.8K +162 New
AWM
1116
Atticus Wealth Management
Florida
$26.6K -$1.99K -12 -7%
ACA
1117
Atlas Capital Advisors
Wyoming
$26.1K -$4.47K -27 -15%
Jones Financial Companies
1118
Jones Financial Companies
Missouri
$26K -$1.48K -9 -5%
CA
1119
CoreCap Advisors
Michigan
$25.3K +$25.3K +153 New
JWA
1120
JFS Wealth Advisors
Pennsylvania
$25.2K +$827 +5 +3%
ANBT
1121
American National Bank & Trust
Texas
$25K – – –
BWA
1122
BDO Wealth Advisors
Florida
$25K – – –
DWA
1123
Delos Wealth Advisors
Texas
$24.3K – – –
MCC
1124
Money Concepts Capital
Florida
$24.2K +$12.4K +75 +106%
FCA
1125
FinTrust Capital Advisors
South Carolina
$23.7K -$12.9K -78 -35%
43 44
45
46 47