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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 %
GG
1151
Gleason Group
Kentucky
$12.2K +$165 +1 +1%
CHA
1152
Carmichael Hill & Associates
Maryland
$11.6K – – –
EE
1153
EWG Elevate
California
$11.6K +$11.6K +70 New
TJHA
1154
Thomas J. Herzfeld Advisors
Florida
$11.3K – – –
M
1155
MOTCO
Texas
$11.3K +$11.3K +68 New
WHG
1156
Westwood Holdings Group
Texas
$11K +$11K +65 New
RDFA
1157
Ritter Daniher Financial Advisory
Ohio
$10.8K – – –
IWP
1158
IAG Wealth Partners
Wisconsin
$10.8K +$10.8K +65 New
KFI
1159
Key Financial Inc
Pennsylvania
$10.2K – – –
CFD
1160
Creative Financial Designs
Indiana
$10.1K – – –
PO
1161
Private Ocean
California
$10.1K +$10.1K +61 New
TLA
1162
Tanglewood Legacy Advisors
Texas
$10.1K +$10.1K +61 New
PK
1163
Pflug Koory
Nebraska
$10K – – –
TC
1164
Trust Company
Kansas
$10K +$10K +58 New
HS
1165
Horan Securities
United States
$9.43K +$9.43K +57 New
GIA
1166
GHP Investment Advisors
Colorado
$9.27K – – –
TCM
1167
TD Capital Management
Tennessee
$9.13K +$9.13K +55 New
TFA
1168
Toth Financial Advisory
Virginia
$9.1K – – –
SC
1169
Sierra Capital
Florida
$9K -$173 -1 -2%
AWM
1170
Abound Wealth Management
Tennessee
$8.45K -$7.12K -43 -46%
MWM
1171
Mascoma Wealth Management
New Hampshire
$8.27K -$40.5K -245 -83%
SC
1172
Schubert & Co
Texas
$8.11K -$1.32K -8 -14%
ACM
1173
AUA Capital Management
Pennsylvania
$7.61K – – –
RTL
1174
Red Tortoise LLC
Georgia
$7.12K +$7.12K +43 New
AP
1175
Atwood & Palmer
Missouri
$6.45K – – –
45 46
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