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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 %
BP
1176
BBR Partners
New York
– – -1,882 Closed
EWA
1177
EP Wealth Advisors
California
– – -1,835 Closed
KFA
1178
Kelleher Financial Advisors
New York
– – -1,834 Closed
KFA
1179
Krane Funds Advisors
New York
– – -1,771 Closed
FHB
1180
First Hawaiian Bank
Hawaii
– – -1,566 Closed
WANY
1181
Wealthspire Advisors (New York)
New York
– – -1,564 Closed
CIP
1182
Convergence Investment Partners
Florida
– – -1,548 Closed
SPP
1183
Single Point Partners
Massachusetts
– – -1,521 Closed
DBT
1184
Dubuque Bank & Trust
Iowa
– – -1,515 Closed
ER
1185
Enlightenment Research
Florida
– – -1,500 Closed
BBNA
1186
Bremer Bank National Association
Minnesota
– – -1,459 Closed
NEPPG
1187
New England Professional Planning Group
Rhode Island
– – -1,449 Closed
CHP
1188
Cable Hill Partners
Oregon
– – -1,442 Closed
CWM
1189
Curi Wealth Management
North Carolina
– – -1,412 Closed
MC
1190
Middleton & Co
Massachusetts
– – -1,410 Closed
DA
1191
DSC Advisors
Illinois
– – -1,373 Closed
JC
1192
JB Capital
Connecticut
– – -1,373 Closed
AAS
1193
Ameritas Advisory Services
Nebraska
– – -1,367 Closed
WFA
1194
WestHill Financial Advisors
California
– – -1,316 Closed
EHC
1195
Everett Harris & Co
California
– – -1,300 Closed
FA
1196
Fermata Advisors
California
– – -1,298 Closed
CCMG
1197
Clark Capital Management Group
Pennsylvania
– – -1,297 Closed
OWP
1198
Obermeyer Wealth Partners
Colorado
– – -1,290 Closed
PFS
1199
Prospera Financial Services
Texas
– – -1,225 Closed
SSG
1200
Summit Securities Group
New York
– – -1,052 Closed
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