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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 Holding Trade Value Shares
Change 		Shares
Change %
HPWM
1251
Highland Private Wealth Management
Washington
– -$271K -1,817 Closed
TL
1252
Tradewinds LLC
North Carolina
– -$268K -1,796 Closed
DWM
1253
Destination Wealth Management
California
– -$257K -1,720 Closed
IAA
1254
Independent Advisor Alliance
North Carolina
– -$250K -1,676 Closed
GLA
1255
Great Lakes Advisors
Illinois
– -$230K -1,542 Closed
AA
1256
AlphaCentric Advisors
Puerto Rico
– -$229K -1,531 Closed
PAM
1257
Paradigm Asset Management
New York
– -$224K -1,500 Closed
AC
1258
Asio Capital
Kentucky
– -$224K -1,500 Closed
HCM
1259
HMS Capital Management
Tennessee
– -$217K -1,453 Closed
Group One Trading
1260
Group One Trading
Illinois
– -$213K -1,429 Closed
RIM
1261
Redwood Investment Management
Arizona
– -$208K -1,396 Closed
EW
1262
Evoke Wealth
California
– -$206K -1,379 Closed
SCP
1263
Sender Company & Partners
New York
– -$203K -1,360 Closed
CWP
1264
Curated Wealth Partners
California
– -$201K -1,342 Closed
Q
1265
QVR
California
– -$199K -1,330 Closed
MA
1266
MUFG Americas
New York
– -$198K -1,324 Closed
VWM
1267
Valley Wealth Managers
New Jersey
– -$179K -1,198 Closed
FDCC
1268
Foster Dykema Cabot & Co
Massachusetts
– -$159K -1,068 Closed
AIM
1269
Axiom Investment Management
New York
– -$111K -755 Closed
DBG
1270
De Burlo Group
Massachusetts
– -$89.6K -600 Closed
IAMOG
1271
Investors Asset Management of Georgia
Georgia
– -$75K -500 Closed
EIP
1272
Ellis Investment Partners
Pennsylvania
– -$60K -406 Closed
FAM
1273
Fred Alger Management
New York
– -$61K -406 Closed
AIP
1274
Almanack Investment Partners
Pennsylvania
– -$43K -290 Closed
AS
1275
Altshuler Shaham
Israel
– -$30K -197 Closed
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