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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 %
CWP
1201
Concord Wealth Partners
Virginia
– – -1,006 Closed
CCM
1202
Chilton Capital Management
Texas
– – -818 Closed
HFS
1203
Heritage Financial Services
Massachusetts
– – -700 Closed
PFGIA
1204
Patriot Financial Group Insurance Agency
Massachusetts
– – -435 Closed
OIS
1205
Okabena Investment Services
Minnesota
– – -303 Closed
FBT
1206
First Bank & Trust
South Dakota
– – -201 Closed
CA
1207
CoreCap Advisors
Michigan
– – -196 Closed
SIC
1208
Salem Investment Counselors
North Carolina
– – -155 Closed
JSAM
1209
J. Safra Asset Management
New York
– – -88 Closed
M
1210
MOTCO
Texas
– – -84 Closed
GKIM
1211
GW&K Investment Management
Massachusetts
– – -64 Closed
FCG
1212
Financial Connections Group
California
– – -51 Closed
CP
1213
Castleview Partners
Texas
– – -50 Closed
TCWA
1214
Ten Capital Wealth Advisors
Washington
– – -46 Closed
SFG
1215
Steward Financial Group
Texas
– – -45 Closed
FPB
1216
First PREMIER Bank
South Dakota
– – -35 Closed
COCM
1217
Charter Oak Capital Management
New Hampshire
– – -25 Closed
Loomis, Sayles & Company
1218
Loomis, Sayles & Company
Massachusetts
– – -22 Closed
GWMIA
1219
Global Wealth Management Investment Advisory
Florida
– – -17 Closed
AIP
1220
Ahrens Investment Partners
Louisiana
– – -14 Closed
TCWM
1221
Total Clarity Wealth Management
Illinois
– – -12 Closed
TWP
1222
TFO Wealth Partners
Ohio
– – -8 Closed
MBFW
1223
Morton Brown Family Wealth
Pennsylvania
– – -6 Closed
MAM
1224
Marquette Asset Management
Minnesota
– – -4 Closed
PI
1225
PEAK6 Investments
Illinois
– – -3 Closed
46 47 48
49
50