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Marsh & McLennan
MMC

Overview Fund Activity

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$114M
2
Goldman Sachs
Goldman Sachs
New York
+$98.2M
3
ClearBridge Investments
ClearBridge Investments
New York
+$96.1M
4
Ameriprise
Ameriprise
Minnesota
+$87.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$74.1M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.81B
2
Stifel Financial
Stifel Financial
Missouri
-$315M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$185M
4
State Street
State Street
Massachusetts
-$165M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACIM
251
Azimuth Capital Investment Management
Michigan
$15.6M -$466K -2,800 -3%
RG
252
Rathbones Group
United Kingdom
$15.3M -$283K -1,698 -2%
DnB Asset Management
253
DnB Asset Management
Norway
$15M -$5.16M -30,965 -26%
II
254
IFM Investors
Australia
$14.9M +$441K +2,646 +3%
MAM
255
Mastrapasqua Asset Management
Tennessee
$14.8M +$65.8K +395 +0.4%
URS
256
Utah Retirement Systems
Utah
$14.7M +$50K +300 +0.3%
Osaic Holdings
257
Osaic Holdings
Arizona
$14.5M +$252K +1,509 +2%
TIP
258
Torray Investment Partners
Maryland
$14.5M +$15K +90 +0.1%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$14.4M +$2.7M +16,187 +23%
OPCM
260
Osborne Partners Capital Management
California
$14.4M +$49.5K +297 +0.3%
WAS
261
Wesleyan Assurance Society
United Kingdom
$14.4M – – –
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14M +$12K +72 +0.1%
Public Employees Retirement Association of Colorado
263
Public Employees Retirement Association of Colorado
Colorado
$13.5M -$580K -3,485 -4%
JA
264
JLB & Associates
Michigan
$13.5M +$401K +2,408 +3%
OCM
265
Oribel Capital Management
New York
$13.4M +$13.4M +169,000 New
WBC
266
Westpac Banking Corp
Australia
$13.2M -$1.99M -11,921 -13%
FMI
267
Factory Mutual Insurance
Massachusetts
$13.2M – – –
NYLIM
268
New York Life Investment Management
New York
$12.9M -$3.06M -18,357 -19%
YCM
269
Yousif Capital Management
Michigan
$12.9M -$665K -3,994 -5%
CRC
270
Curi RMB Capital
Illinois
$12.8M -$410K -2,463 -3%
Creative Planning
271
Creative Planning
Kansas
$12.7M +$222K +1,334 +2%
VanEck Associates
272
VanEck Associates
New York
$12.6M +$510K +3,063 +4%
SOADOR
273
State of Alaska Department of Revenue
Alaska
$12.5M -$202K -1,210 -2%
WPI
274
Walter Public Investments
Canada
$12.5M +$12.5M +75,011 New
NEI
275
Northwest & Ethical Investments
Ontario, Canada
$12.4M +$340K +2,040 +3%
9 10
11
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