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Marsh & McLennan
MMC

Overview Fund Activity

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.97%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.94B
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$262M
4
Norges Bank
Norges Bank
Norway
$1.05B
5
Deutsche Bank
Deutsche Bank
Germany
$656M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.35B
2
ESCM
Echo Street Capital Management
New York
$0
3
Truist Financial
Truist Financial
North Carolina
$90M
4
Ameriprise
Ameriprise
Minnesota
$1.47B
5
Goldman Sachs
Goldman Sachs
New York
$684M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
251
Bank Julius Baer & Co
Switzerland
$17.7M +$1.2M +6,340 +7%
WPI
252
Walter Public Investments
Canada
$17.7M +$1.52M +8,000 +9%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$17.6M +$1.81M +9,557 +11%
FPCG
254
Fort Pitt Capital Group
Pennsylvania
$17.4M -$87.2K -460 -0.5%
SFA
255
Sequoia Financial Advisors
Ohio
$17.3M +$16.5M +87,256 +2,229%
Squarepoint
256
Squarepoint
New York
$17.2M -$1.98M -10,440 -10%
GF
257
Gabelli Funds
New York
$16.7M -$1.93M -10,200 -10%
TIP
258
Torray Investment Partners
Maryland
$16.5M – – –
WAS
259
Wesleyan Assurance Society
United Kingdom
$16.4M – – –
CNB
260
Czech National Bank
Czech Republic
$16.4M +$3.03K +16 +0%
VanEck Associates
261
VanEck Associates
New York
$16.3M +$678K +3,579 +4%
URS
262
Utah Retirement Systems
Utah
$16.3M +$75.8K +400 +0.5%
AAM
263
Ardevora Asset Management
United Kingdom
$16.2M -$14.5M -76,527 -47%
OPCM
264
Osborne Partners Capital Management
California
$15.9M -$135K -712 -0.8%
NEI
265
Northwest & Ethical Investments
Ontario, Canada
$15.5M -$96.6K -510 -0.6%
CIC
266
Carnegie Investment Counsel
Ohio
$15.5M +$194K +1,024 +1%
Creative Planning
267
Creative Planning
Kansas
$15.1M -$1.99M -10,528 -12%
TAF
268
Tredje AP-fonden
Sweden
$15.1M +$512K +2,700 +4%
FMI
269
Factory Mutual Insurance
Massachusetts
$15M – – –
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$15M +$215K +1,133 +1%
AAM
271
Advisors Asset Management
Colorado
$15M -$1.56M -8,213 -9%
IMPI
272
Ilmarinen Mutual Pension Insurance
Finland
$14.8M +$6.16M +32,500 +71%
Public Sector Pension Investment Board (PSP Investments)
273
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.6M -$7.07M -37,314 -33%
SC
274
Scotia Capital
Ontario, Canada
$14.6M +$579K +3,058 +4%
NYLIM
275
New York Life Investment Management
New York
$14.6M +$62.9K +332 +0.4%
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