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Marsh & McLennan
MMC

Overview Fund Activity

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
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
457
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 %
LCS
301
Levin Capital Strategies
New York
$12.3M -$59.9K -315 -0.5%
BAAM
302
Baker Avenue Asset Management
California
$11.9M +$87.9K +462 +0.7%
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$11.8M +$1.54M +8,078 +15%
RJFSA
304
Raymond James Financial Services Advisors
Florida
$11.6M +$983K +5,164 +9%
OAM
305
Oppenheimer Asset Management
New York
$11.6M +$295K +1,549 +3%
PI
306
PineBridge Investments
New York
$11.6M -$29M -152,239 -71%
BCI
307
Brinker Capital Investments
Pennsylvania
$11.5M -$894K -4,697 -7%
OPS
308
Orion Portfolio Solutions
Nebraska
$11.5M -$894K -4,697 -7%
CVSCT
309
C.V. Starr & Co Trust
New York
$11.4M – – –
AI
310
Atria Investments
North Carolina
$11.4M +$161K +845 +1%
WTB
311
Washington Trust Bank
Washington
$11.4M -$62.8K -330 -0.6%
Wealth Enhancement Advisory Services
312
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$6.23M +32,741 +123%
TWC
313
TD Waterhouse Canada
Ontario, Canada
$11.3M +$1.81M +8,167 +19%
WCF
314
West Coast Financial
California
$11.3M +$232K +1,221 +2%
FAB
315
First American Bank
Illinois
$11.3M -$72.7K -382 -0.6%
CCFCSB
316
Cape Cod Five Cents Savings Bank
Massachusetts
$11.1M +$5.45M +28,662 +96%
Brown Advisory
317
Brown Advisory
Maryland
$11M -$202K -1,059 -2%
TI
318
Trexquant Investment
Connecticut
$11M +$4.38M +23,029 +66%
Wealthfront Advisers
319
Wealthfront Advisers
California
$10.9M +$24.2K +127 +0.2%
NAM
320
Nissay Asset Management
Japan
$10.9M +$344K +1,807 +3%
FGP
321
Foyston, Gordon, & Payne
Ontario, Canada
$10.8M +$450K +2,366 +4%
AWM
322
Apollon Wealth Management
South Carolina
$10.8M +$4.01M +21,081 +59%
WTC
323
WhitTier Trust Company
Nevada
$10.7M +$6.66K +35 +0.1%
CWM
324
Calamos Wealth Management
Illinois
$10.6M -$112K -590 -1%
EI
325
Ethic Inc
New York
$10.5M -$2.92M -15,327 -22%
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