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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 %
FCFS
1126
First Command Financial Services
Texas
$3K 20 – –
TFM
1127
TFC Financial Management
Massachusetts
$3K 20 – –
SFG
1128
Steward Financial Group
Texas
$3K 19 – –
LIM
1129
Longfellow Investment Management
Massachusetts
$3K 17 – –
CAL
1130
Capital Advisors Ltd
Ohio
$3K 19 +14 +280%
Loomis, Sayles & Company
1131
Loomis, Sayles & Company
Massachusetts
$3K 18 +18 New
BWM
1132
Baystate Wealth Management
Massachusetts
$2K 10 -12 -55%
AIP
1133
Ahrens Investment Partners
Louisiana
$2K 14 – –
AWMS
1134
Advocacy Wealth Management Services
Georgia
$2K 12 – –
QC
1135
Quent Capital
New York
$2K 9 +9 New
GWMIA
1136
Global Wealth Management Investment Advisory
Florida
$2K 12 +12 New
DFCM
1137
Dark Forest Capital Management
Puerto Rico
$2K 14 +14 New
AIM
1138
Anchor Investment Management
South Carolina
$1.36K 8 +8 New
FGAM
1139
Financial Gravity Asset Management
Texas
$1.07K 2,550 -582 -19%
LWA
1140
Lenox Wealth Advisors
New York
$1K 4 -24 -86%
CCM
1141
Cribstone Capital Management
Maine
$1K 8 – –
MAM
1142
Marquette Asset Management
Minnesota
$1K 4 +4 New
GA
1143
GoalVest Advisory
New York
$1K 4 +4 New
JCM
1144
Junto Capital Management
New York
– – -501,639 Closed
Voloridge Investment Management
1145
Voloridge Investment Management
Florida
– – -410,462 Closed
SCM
1146
Sahana Capital Management
Connecticut
– – -276,715 Closed
VIMU
1147
Veritas Investment Management (UK)
United Kingdom
– – -177,594 Closed
VCM
1148
Voleon Capital Management
California
– – -170,000 Closed
CA
1149
Capitolis Advisors
New York
– – -165,037 Closed
Qube Research & Technologies (QRT)
1150
Qube Research & Technologies (QRT)
United Kingdom
– – -110,741 Closed
44 45
46
47 48