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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 %
DWA
1201
Douglass Winthrop Advisors
New York
– – -1,200 Closed
PFA
1202
Pathway Financial Advisors
Vermont
– – -1,200 Closed
NJBEST
1203
New Jersey Better Educational Savings Trust
New Jersey
– – -1,200 Closed
VC
1204
Veracity Capital
Georgia
– – -1,197 Closed
GWANC
1205
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -1,191 Closed
DWM
1206
Destination Wealth Management
California
– – -1,189 Closed
APP
1207
Avantax Planning Partners
Iowa
– – -1,186 Closed
MA
1208
Mutual Advisors
Nebraska
– – -1,186 Closed
GVAG
1209
Great Valley Advisor Group
Delaware
– – -1,175 Closed
BFC
1210
Bedel Financial Consulting
Indiana
– – -933 Closed
NO
1211
Ninety One
South Africa
– – -727 Closed
DBG
1212
De Burlo Group
Massachusetts
– – -600 Closed
Koshinski Asset Management
1213
Koshinski Asset Management
Illinois
– – -459 Closed
DC
1214
DeDora Capital
California
– – -435 Closed
APP
1215
Alpha Paradigm Partners
Illinois
– – -418 Closed
T
1216
TCWP
Ohio
– – -363 Closed
MFA
1217
McClarren Financial Advisors
Pennsylvania
– – -328 Closed
GAM
1218
Gemmer Asset Management
California
– – -325 Closed
Group One Trading
1219
Group One Trading
Illinois
– – -317 Closed
TFO
1220
Tarbox Family Office
California
– – -299 Closed
ARIS
1221
Advanced Research Investment Solutions
California
– – -289 Closed
HA
1222
Herold Advisors
New York
– – -150 Closed
MCC
1223
Money Concepts Capital
Florida
– – -129 Closed
CG
1224
Cutler Group
California
– – -129 Closed
ADL
1225
Asset Dedication LLC
California
– – -83 Closed
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