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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 Market Value Shares Shares
Change 		Shares
Change %
ECM
1201
Everence Capital Management
Indiana
$1.89K 11,410 +2,020 +22%
SWM
1202
Sanctuary Wealth Management
Idaho
$1.82K 11 +11 New
WWM
1203
Wolff Wiese Magana
California
$1.66K 10 +5 +100%
OIA
1204
Optimum Investment Advisors
Illinois
$1.49K 9 – –
CCM
1205
Cribstone Capital Management
Maine
$1.32K 8 – –
DWP
1206
Destiny Wealth Partners
Florida
$1.32K 8 +8 New
LF
1207
Lee Financial
Texas
$1.16K 7 – –
HWA
1208
HHM Wealth Advisors
Tennessee
$1.16K 7 +7 New
HWP
1209
Highline Wealth Partners
California
$993 6 – –
FSWA
1210
Financial Synergies Wealth Advisors
Texas
$828 5 – –
BA
1211
Bellwether Advisors
Nebraska
$827 5 -2,263 -100%
TCOT
1212
Trust Company of Toledo
Ohio
$486 2,934 – –
FGAM
1213
Financial Gravity Asset Management
Texas
$452 165 -1,921 -92%
Viking Global Investors
1214
Viking Global Investors
Connecticut
– – -1,006,898 Closed
JCM
1215
Junto Capital Management
New York
– – -597,986 Closed
CIC
1216
Cutler Investment Counsel
Oregon
– – -71,621 Closed
GC
1217
Gillson Capital
Illinois
– – -48,135 Closed
WorldQuant Millennium Advisors
1218
WorldQuant Millennium Advisors
New York
– – -41,672 Closed
IG
1219
ING Group
Netherlands
– – -41,611 Closed
RBA
1220
Richard Bernstein Advisors
New York
– – -31,416 Closed
PHK
1221
Point72 Hong Kong
Hong Kong
– – -24,377 Closed
KWILP
1222
Kiwi Wealth Investments Limited Partnership
New Zealand
– – -19,744 Closed
ACM
1223
AlphaCrest Capital Management
New York
– – -19,742 Closed
ACM
1224
Aquatic Capital Management
Illinois
– – -19,000 Closed
LCM
1225
Laurion Capital Management
New York
– – -17,184 Closed
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