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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 %
TRCT
276
Tower Research Capital (TRC)
New York
$14.3M +$9.66M +50,987 +210%
SWM
277
Segment Wealth Management
Texas
$14.2M +$375K +1,977 +3%
Cerity Partners
278
Cerity Partners
New York
$14.2M +$8.21M +43,329 +136%
CRC
279
Curi RMB Capital
Illinois
$14.2M -$461K -2,432 -3%
SBH
280
Segall Bryant & Hamill
Illinois
$14M -$38.1M -200,949 -73%
Public Employees Retirement Association of Colorado
281
Public Employees Retirement Association of Colorado
Colorado
$13.9M -$434K -2,290 -3%
YCM
282
Yousif Capital Management
Michigan
$13.8M -$563K -2,973 -4%
NPT
283
Nixon Peabody Trust
Massachusetts
$13.7M +$13.7M +72,183 New
JA
284
JLB & Associates
Michigan
$13.3M -$259K -1,365 -2%
APF
285
Alaska Permanent Fund
Alaska
$13.2M -$245K -1,291 -2%
AIM
286
Achmea Investment Management
Netherlands
$12.7M -$1.24M -6,542 -9%
ACM
287
Aquatic Capital Management
Illinois
$12.7M +$12.7M +67,200 New
FBB
288
Fulton Breakefield Broenniman
Maryland
$12.6M +$229K +1,207 +2%
MOACM
289
Mutual of America Capital Management
New York
$12.5M -$595K -3,141 -5%
WCF
290
West Coast Financial
California
$12.4M +$1.19M +6,276 +11%
BAAM
291
Baker Avenue Asset Management
California
$12.4M +$513K +2,706 +4%
TWC
292
TD Waterhouse Canada
Ontario, Canada
$12.3M +$852K +3,811 +7%
LCS
293
Levin Capital Strategies
New York
$12.2M – – –
SOADOR
294
State of Alaska Department of Revenue
Alaska
$12.2M -$1.02M -5,380 -8%
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
$12.1M +$385K +2,033 +3%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$11.9M -$1.61M -8,518 -12%
AI
297
Atria Investments
North Carolina
$11.7M +$404K +2,131 +4%
OAM
298
Oppenheimer Asset Management
New York
$11.5M -$77.7K -410 -0.7%
WTB
299
Washington Trust Bank
Washington
$11.4M +$64.6K +341 +0.6%
BCI
300
Brinker Capital Investments
Pennsylvania
$11.3M -$260K -1,355 -2%
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