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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 %
LWANC
1126
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K 30 – –
FWA
1127
FSC Wealth Advisors
New York
$4K 24 – –
HWM
1128
Horizons Wealth Management
North Carolina
$4K 28 – –
DI
1129
Disciplined Investments
Oklahoma
$4K 26 +5 +24%
DIP
1130
DT Investment Partners
Pennsylvania
$4K 29 +29 New
SCA
1131
Stonebridge Capital Advisors
Minnesota
$4K 29 +29 New
BCPWM
1132
Bradley & Co Private Wealth Management
Florida
$3K 19 – –
TFM
1133
TFC Financial Management
Massachusetts
$3K 20 – –
WWM
1134
Wagner Wealth Management
South Carolina
$3K 17 – –
LIM
1135
Longfellow Investment Management
Massachusetts
$3K 17 – –
UFF
1136
USA Financial Formulas
Michigan
$3K 23 +6 +35%
BWM
1137
Baystate Wealth Management
Massachusetts
$2K 10 – –
M1FG
1138
Mach-1 Financial Group
Arkansas
$2K 18 +18 New
SIC
1139
SJS Investment Consulting
Ohio
$2K 20 +20 New
FGAM
1140
Financial Gravity Asset Management
Texas
$1.01K 2,086 -394 -16%
WWM
1141
Wolff Wiese Magana
California
$1K 5 – –
OLVIG
1142
Oliver Lagore Vanvalin Investment Group
Michigan
$1K 4 – –
CCM
1143
Cribstone Capital Management
Maine
$1K 8 – –
LF
1144
Lee Financial
Texas
$1K 7 +1 +17%
SWM
1145
Selective Wealth Management
Virginia
$1K 7 +7 New
OIA
1146
Optimum Investment Advisors
Illinois
$1K 9 +9 New
HWP
1147
Highline Wealth Partners
California
$896 6 +6 New
FSWA
1148
Financial Synergies Wealth Advisors
Texas
$747 5 – –
MOS
1149
MGO One Seven
Ohio
$600 4,023 +346 +9%
PI
1150
PFS Investments
Georgia
$268 1,798 +164 +10%
44 45
46
47 48