MMC icon

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.

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
1
Morgan Stanley
New York
$1.04B
2
ClearBridge Investments
2
ClearBridge Investments
New York
$540M
3
BlackRock
3
BlackRock
New York
$7.14B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.52B
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$72.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.2B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$533M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$84M
5
Goldman Sachs
5
Goldman Sachs
New York
$698M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1176
Focused Wealth Management
New York
$6.3K – – –
CCMI
1177
Creative Capital Management Investments
California
$6K +$6K +35 New
TCM
1178
Tradewinds Capital Management
Washington
$5.79K +$5.79K +35 New
MUMSS
1179
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K -$5K -30 -50%
HWM
1180
Horizons Wealth Management
North Carolina
$5K – – –
JMF
1181
Johnson Midwest Financial
Iowa
$5K +$5K +32 New
LWANC
1182
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.97K – – –
DIP
1183
DT Investment Partners
Pennsylvania
$4.8K – – –
CTA
1184
Colonial Trust Advisors
South Carolina
$4.63K +$4.63K +28 New
MPCL
1185
My Personal CFO LLC
Washington
$4.47K +$4.47K +27 New
DF
1186
DecisionPoint Financial
Arizona
$4.47K +$4.47K +27 New
DI
1187
Disciplined Investments
Oklahoma
$3.97K -$331 -2 -8%
RWPA
1188
Richard W. Paul & Associates
Michigan
$3.97K +$3.97K +24 New
GGI
1189
Godsey & Gibb Inc
Virginia
$3.97K +$3.97K +24 New
TWP
1190
TFO Wealth Partners
Ohio
$3.81K +$3.81K +265 New
SIC
1191
SJS Investment Consulting
Ohio
$3.81K +$496 +3 +15%
TC
1192
Truvestments Capital
Florida
$3.81K +$3.81K +23 New
MYAM
1193
Meiji Yasuda Asset Management
Japan
$3.45K -$60 -360 -2%
TFM
1194
TFC Financial Management
Massachusetts
$3.31K – – –
BCPWM
1195
Bradley & Co Private Wealth Management
Florida
$3.14K – – –
BWM
1196
Baystate Wealth Management
Massachusetts
$3K +$1.13K +6 +60%
NSIM
1197
North Star Investment Management
Illinois
$2.98K +$2.98K +18 New
LIM
1198
Longfellow Investment Management
Massachusetts
$2.81K – – –
SWM
1199
Sugarloaf Wealth Management
Georgia
$2.48K +$2.48K +15 New
OIS
1200
Okabena Investment Services
Minnesota
$2.32K +$2.32K +14 New
46 47
48
49 50