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Marsh & McLennan
MMC

Overview Fund Activity

1,281 hedge funds and large institutions have $82.2B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 456 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,281
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.43%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
456
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$313M
2
JCM
2
Junto Capital Management
New York
$79.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$788M
5
Norges Bank
5
Norges Bank
Norway
$926M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$241M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$504M
3
State Street
3
State Street
Massachusetts
$3.94B
4
BlackRock
4
BlackRock
New York
$7.72B
5
Amundi
5
Amundi
France
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACIM
251
Azimuth Capital Investment Management
Michigan
$18.9M -$74.8K -393 -0.4%
COPPSERS
252
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.9M +$2.48M +13,037 +15%
JAM
253
Jupiter Asset Management
United Kingdom
$18.9M +$10.2M +53,558 +118%
II
254
IFM Investors
Australia
$18.7M +$727K +3,822 +4%
GF
255
Gabelli Funds
New York
$18.7M -$9.19M -48,300 -33%
Connor, Clark & Lunn Investment Management (CC&L)
256
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.7M -$32.2M -169,177 -63%
JPMPWA
257
J.P. Morgan Private Wealth Advisors
California
$18.3M -$323K -1,695 -2%
BBVA
258
Banco Bilbao Vizcaya Argentaria
Spain
$18.2M -$186K -976 -1%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$18.2M +$951K +5,000 +6%
CWM
260
CIBC World Markets
New York
$17.9M -$7.99M -41,963 -31%
PI
261
PGGM Investments
Netherlands
$17.6M +$7.11M +37,337 +67%
FPCG
262
Fort Pitt Capital Group
Pennsylvania
$17.6M -$518K -2,721 -3%
BAMF
263
BI Asset Management Fondsmaeglerselskab
Denmark
$17.3M +$4.56M +23,954 +36%
Creative Planning
264
Creative Planning
Kansas
$17.2M +$1.78M +9,359 +12%
Bank Julius Baer & Co
265
Bank Julius Baer & Co
Switzerland
$16.6M +$1.09M +5,723 +7%
AAM
266
Advisors Asset Management
Colorado
$16.6M -$1.98M -10,408 -11%
MAM
267
Mastrapasqua Asset Management
Tennessee
$16.6M -$109K -572 -0.7%
TIP
268
Torray Investment Partners
Maryland
$16.6M – – –
WAS
269
Wesleyan Assurance Society
United Kingdom
$16.4M – – –
CNB
270
Czech National Bank
Czech Republic
$16.4M +$5.29M +27,783 +47%
WPI
271
Walter Public Investments
Canada
$16.3M -$78K -410 -0.5%
URS
272
Utah Retirement Systems
Utah
$16.3M +$95.2K +500 +0.6%
OPCM
273
Osborne Partners Capital Management
California
$16.1M -$249K -1,307 -2%
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$15.9M +$1.75M +9,209 +12%
NEI
275
Northwest & Ethical Investments
Ontario, Canada
$15.7M -$449K -2,358 -3%
9 10
11
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