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Marsh & McLennan
MMC

Overview Fund Activity

1,142 hedge funds and large institutions have $68.2B invested in Marsh & McLennan in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 432 increasing their positions, 403 reducing their positions, and 95 closing their positions.

Holders
1,142
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.31%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.42%
New
113
Increased
432
Reduced
403
Closed
95
Calls
$87.9M
Puts
$139M
Net Calls
-$51.5M
Net Calls Change
-$53.8M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$636M
2
Morgan Stanley
2
Morgan Stanley
New York
$708M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.94B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.57B
5
IIM
5
INTECH Investment Management
Florida
$177M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.38B
2
State Street
2
State Street
Massachusetts
$3.45B
3
BlackRock
3
BlackRock
New York
$6.31B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
BFPW
1176
BOK Financial Private Wealth
Colorado
– – -2,341 Closed
MHS
1177
M Holdings Securities
Oregon
– – -1,852 Closed
QTM
1178
qPULA Trading Management
New York
– – -1,800 Closed
FHA
1179
Flagship Harbor Advisors
Massachusetts
– – -1,738 Closed
ACM
1180
Advisors Capital Management
New Jersey
– – -1,462 Closed
AWS
1181
Atria Wealth Solutions
New York
– – -1,442 Closed
FCBT
1182
First Citizens Bank & Trust
North Carolina
– – -1,440 Closed
CWP
1183
Capital Wealth Planning
Florida
– – -1,400 Closed
SMA
1184
Sage Mountain Advisors
Georgia
– – -1,398 Closed
JSW
1185
Journey Strategic Wealth
New Jersey
– – -1,379 Closed
AWA
1186
Arete Wealth Advisors
Illinois
– – -1,304 Closed
TCMP
1187
Thrive Capital Management (Pennsylvania)
Pennsylvania
– – -1,301 Closed
BCM
1188
Bayesian Capital Management
New York
– – -1,300 Closed
AT
1189
Arvest Trust
Oklahoma
– – -1,288 Closed
LA
1190
LVW Advisors
New York
– – -1,281 Closed
SB
1191
Sunflower Bank
Texas
– – -1,263 Closed
DHFB
1192
Dixon Hubard Feinour & Brown
Virginia
– – -1,259 Closed
FFA
1193
First Foundation Advisors
California
– – -1,241 Closed
CPO
1194
Cerity Partners OCIO
New York
– – -1,235 Closed
MRWM
1195
ML&R Wealth Management
Texas
– – -1,219 Closed
JWCA
1196
J.W. Cole Advisors
Florida
– – -1,215 Closed
RPC
1197
Rossmore Private Capital
Connecticut
– – -1,213 Closed
CIA
1198
Choate Investment Advisors
Massachusetts
– – -1,213 Closed
PIM
1199
Perpetual Investment Management
Australia
– – -1,200 Closed
FIM
1200
Fernwood Investment Management
Massachusetts
– – -1,200 Closed
46 47
48
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